Difference between revisions of "How do I set my company HMRC details?"

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== More Information ==
 
== More Information ==
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As part of your Payroll Settings, you need to record your company's HMRC Details, i.e. your PAYE District, Number and Reference Number. These details are required to appear on P45's and P14/60's and the year end on-line filing information, so it is important you record these in the Payroll system. If you cannot find these details, see your Accountant or contact your Tax Office for assistance.
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As part of your Payroll Settings, you need to record your company's HMRC Details, i.e. your PAYE Number and company reference. These details are required to appear on P45's and P14/60's and are included in the online submissions for period, monthly and yearly submission.
  
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*Go to {{Menu|{{PR}}|Maintenance Options|Payroll Settings|Company Parameters|General Company Details}}.
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Please contact your Accountant or HMRC for assistance if you do not know the relevant details.
  
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* At {{DataPrompt|Tax Office Name}}, enter the local tax office to which you are allocated.
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* Go to {{Menu|{{PlatinumModuleSettings}}|{{PR}}|Module Settings}}
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* In {{DataPrompt|Employer PAYE Reference}}, enter the PAYE reference for the business. This will normally be in the form {{DataValue|999/X9999}}.  
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* Scroll down the screen to the {{DataPrompt|General Company Details}}.
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* In {{DataPrompt|Accounts Office Reference}}, enter the Accounts office reference for the business. This will normally be in the form {{DataValue|999XX99999999}}.
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* Select each option in turn and click {{Button|Edit}} to check or amend the data.
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* In {{DataPrompt|Self Assessment Reference}}, enter your HMRC self assessment reference if you are a sole trader or partnership.  
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* Enter your {{DataPrompt|Tax office number}}. This is usually a 3 or 4 digit number. Click {{Button|OK}}.
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{{Note|text=Leave this blank if your business is a limited company.}}
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* Enter your {{DataPrompt|Employer PAYE Reference}}. This will normally be in the form {{DataValue|X9999}}. Click {{Button|OK}}.
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* In {{DataPrompt|Corporation Tax Reference}}, enter your corporation tax reference if you are a limited company.
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* Enter your {{DataPrompt|Accounts Office Reference}}. This will normally be in the form {{DataValue|999XX99999999}}. Click {{Button|OK}}.
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{{Note|text=Leave this blank if you are a sole trader or partnership.}}
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* Select your {{DataPrompt|Company Type}}. Click {{Button|OK}}.
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* At {{DataPrompt|Self assessment/corporation tax reference}} enter the appropriate unique tax reference (UTR) depending on your company type. Click {{Button|OK}}.
  
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* Press {{KeyPress|ESC}} to exit the General Parameters screen. The details you enter are stored automatically.
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{{Tip|text=Follow [https://www.gov.uk/find-lost-utr-number#:~:text=It's%20a%2010%2Ddigit%20number,be%20called%20'tax%20reference' this] link to HMRC site if you need help finding your UTR/Tax Reference number}}
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* Scroll down to the {{DataPrompt|SMP/SAP/SHPP/ShPP Parameters}} section
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* Check the {{DataPrompt|SMP compensation rate}} and {{DataPrompt|SMP recovery rate}} are correct for your company. The standard values are {{DataValue|0.00}} and {{DataValue|92.00}} (as at 06/04/2021).
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* If you are eligible for Small Employer's Relief click each in turn and enter the relevant rate.
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* Click {{Button|Done}} and {{Button|Accept}} to save the updated details.
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You should also record your [[Setting the government gateway credentials|Government Gateway]] credentials as these are required for the submission.
  
 
== See also ==
 
== See also ==
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* [[How do I run reports at the end of a payroll period?]]
 
* [[How do I run reports at the end of a payroll period?]]
 
* [[Setting the government gateway credentials]]
 
* [[Setting the government gateway credentials]]
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* [[How do I Prepare for RTI Submissions?]]
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* [[How do I prepare for RTI submissions?]]
  
 
{{KB_Tags|paye, hmrc, ir, inland, revenue, payroll, holiday, parameters}}
 
{{KB_Tags|paye, hmrc, ir, inland, revenue, payroll, holiday, parameters}}
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{{KB_PR}}{{ZN_Admin}}
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{{How}}{{KB_PR}}{{ZN_Admin}}

Latest revision as of 05:24, 11 August 2021

Summary

This article explains how to enter the HMRC details for your company.

More Information

As part of your Payroll Settings, you need to record your company's HMRC Details, i.e. your PAYE Number and company reference. These details are required to appear on P45's and P14/60's and are included in the online submissions for period, monthly and yearly submission.

Please contact your Accountant or HMRC for assistance if you do not know the relevant details.

  • Go to " " Reports & Settings Maintenance Options System Administrator Module Settings" Payroll Module Settings"
  • Scroll down the screen to the "General Company Details".
  • Select each option in turn and click [Edit] to check or amend the data.
  • Enter your "Tax office number". This is usually a 3 or 4 digit number. Click [OK].
  • Enter your "Employer PAYE Reference". This will normally be in the form 'X9999'. Click [OK].
  • Enter your "Accounts Office Reference". This will normally be in the form '999XX99999999'. Click [OK].
  • Select your "Company Type". Click [OK].
  • At "Self assessment/corporation tax reference" enter the appropriate unique tax reference (UTR) depending on your company type. Click [OK].
Follow this link to HMRC site if you need help finding your UTR/Tax Reference number
  • Scroll down to the "SMP/SAP/SHPP/ShPP Parameters" section
  • Check the "SMP compensation rate" and "SMP recovery rate" are correct for your company. The standard values are '0.00' and '92.00' (as at 06/04/2021).
  • If you are eligible for Small Employer's Relief click each in turn and enter the relevant rate.
  • Click [Done] and [Accept] to save the updated details.

You should also record your Government Gateway credentials as these are required for the submission.

See also


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paye, hmrc, ir, inland, revenue, payroll, holiday, parameters
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