Difference between revisions of "How do I prepare for RTI submissions?"

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This article explains what steps you need to take once you have run your Platinum update for payroll to move your payroll year forward, but before you run your first payroll period under RTI.
 
This article explains what steps you need to take once you have run your Platinum update for payroll to move your payroll year forward, but before you run your first payroll period under RTI.
  
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== More Information ==  
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== More Information ==
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RTI Submissions mean that some of your existing procedures will have some minor amendments. To see a list of the procedures that have changed and to view the articles in question see the "See also" Section [[How do I Prepare for RTI Submissions?#See also|BELOW]] .
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RTI Submissions mean that some of your existing procedures will have some minor amendments. To see a list of the procedures that have changed and to view the articles in question see the "See also" Section [[How do I prepare for RTI submissions?#See also|below]] .
  
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== Government Gateway ==
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=== Government Gateway ===
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Real Time Payroll submissions require your Government Gateway Username and password to be filled in. See [[Setting the Government Gateway User ID]] for help on this.
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Real Time Payroll submissions require your Government Gateway Username and password to be filled in. See [[Setting the government gateway credentials|here]] for help on this.
  
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{{Tip|title=Tip|text= If you have done a year end payroll submission on Platinum previously, then the above settings will already have been entered and will not need to be changed.}}
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{{Tip|text=If you have done a year end payroll submission on Platinum previously, then the above settings will already have been entered and will not need to be changed.}}
  
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== New Parameters in Payroll - General Company Details ==
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=== New Settings in Payroll ===
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Go to {{Menu|Systems|{{PR}}|Payroll Parameters/Maintenance|Payroll Parameters|Company Parameters|General Company Details}}.
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* Go to {{PlatinumSettings}}
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* In the {{DataPrompt|Module}} drop down Select {{DataValue|Payroll}}.
  
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=== Accounts Office Reference ===
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==== Accounts Office Reference ====
 
*{{DataPrompt|Accounts Office Reference}} enter your supplied accounts office reference.
 
*{{DataPrompt|Accounts Office Reference}} enter your supplied accounts office reference.
  
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{{Example|title=E.G.|text= 123PA0004567X (13 Chars).}}
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{{Example|text=123PA0004567X (13 Chars).}}
  
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{{Tip|title=Tip|text= Your Employer's Accounts Office Reference is on the P30B letter "Paying PAYE electronically", or if you use payslips, on the front of your P30BC Employer Payment Booklet.}}
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{{Tip|text=Your Employer's Accounts Office Reference is on the P30B letter "Paying PAYE electronically", or if you use payslips, on the front of your P30BC Employer Payment Booklet.}}
  
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{{Warning|title=WARNING|text= This is a '''MANDATORY''' field for everyone.}}
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{{Warning|text=This is a '''MANDATORY''' field for everyone.}}
  
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=== Self Assessment or Corporation Tax Reference ===
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==== Self Assessment or Corporation Tax Reference ====
 
You must now complete one or other (NOT both) of the following two fields.
 
You must now complete one or other (NOT both) of the following two fields.
 
* Either :
 
* Either :
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*** If you are looking at the Payslip Reference, then you want just the first ten characters, again those characters before the letter "A".
 
*** If you are looking at the Payslip Reference, then you want just the first ten characters, again those characters before the letter "A".
  
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{{Example|title=E.G.|text= 3476435994 (10 Chars){{Information|iconsize=small|text= The "Corporation Tax Reference" can be found on the '''"Notice to deliver a company Tax Return"''' (form CT603). ''Please click [https://online.hmrc.gov.uk/information/help?helpcategory=security&affinitygroup=&helpid=CorporationTaxReference HERE] to view an example on the HMRC Website.}}}}
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{{Example|text=3476435994 (10 Chars)}}
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{{Warning|title=WARNING|text= These are new mandatory fields added for the 2013-14 tax year.}}
 
  
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=== PAYE RTI Start Date ===
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{{Information|text=The "Corporation Tax Reference" can be found on the '''"Notice to deliver a company Tax Return"''' (form CT603). ''Please click [https://online.hmrc.gov.uk/information/help?helpcategory=security&affinitygroup=&helpid=CorporationTaxReference HERE] to view an example on the HMRC Website.
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Your reference can also be found on your:
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*Corporation Tax online service 'At a glance' page
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*HM Revenue & Customs (HMRC) payslip
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*correspondence from HMRC
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If you can't find the right reference number you can ask for your reference by calling the HMRC Corporation Tax Unit on Tel 01236 785057.}}
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{{Warning|text=These are new mandatory fields added for the 2013-14 tax year.}}
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==== Real time information on-boarding date ====
 
* This is the date you are starting RTI. After the update Platinum will default this to 06/04/2013 for everyone.
 
* This is the date you are starting RTI. After the update Platinum will default this to 06/04/2013 for everyone.
  
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{{Note|title=PLEASE NOTE|text= This must only be changed should you need to defer your start date.}}
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{{Note|text=This must only be changed should you need to defer your start date.}}
  
 
== See also ==
 
== See also ==
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* [[Setting the Government Gateway User ID]]
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* [[Setting the government gateway credentials]]
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* [[Troubleshooting Payroll RTI Submission Errors]]
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* [[Troubleshooting payroll RTI submission errors]]
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* [[Payroll End of Year]]
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* [[Payroll end of year]]
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* [[How do I Close a Payroll Period?]]
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* [[How do I close a payroll period?]]
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* [[How do I Delete a Payroll Period?]]
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* [[How do I add a payroll leaver?]]
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* [[How do I enter a Payroll leaver?]]
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* [[Entering P45 details/new starters]]
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* [[How do I Add a New Employee to the Payroll?]]
 
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* [[Entering P45 Details/New Starters]]
 
  
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{{KB_Tags|RTI, R.T.I, Real Time Information, Subs, submissions, Payroll year end, Payroll, year, end, params, parameters}}
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{{KB_Tags|rti, r.t.i, real time information, subs, submissions, payroll year end, payroll, year, end, params, parameters}}
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{{Current}} {{KB_PR}} {{FAQ}}
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{{FAQ}}{{How}}{{KB_PR}}

Latest revision as of 11:34, 19 August 2021

Summary

This article explains what steps you need to take once you have run your Platinum update for payroll to move your payroll year forward, but before you run your first payroll period under RTI.

More Information

RTI Submissions mean that some of your existing procedures will have some minor amendments. To see a list of the procedures that have changed and to view the articles in question see the "See also" Section below .

Government Gateway

Real Time Payroll submissions require your Government Gateway Username and password to be filled in. See here for help on this.

If you have done a year end payroll submission on Platinum previously, then the above settings will already have been entered and will not need to be changed.

New Settings in Payroll

  • Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings"
  • In the "Module" drop down Select 'Payroll'.

Accounts Office Reference

  • "Accounts Office Reference" enter your supplied accounts office reference.
123PA0004567X (13 Chars).
Your Employer's Accounts Office Reference is on the P30B letter "Paying PAYE electronically", or if you use payslips, on the front of your P30BC Employer Payment Booklet.
This is a MANDATORY field for everyone.

Self Assessment or Corporation Tax Reference

You must now complete one or other (NOT both) of the following two fields.

  • Either :
    • If you are a sole proprietor or a partnership, in "Self Assessment Reference" enter the ten digits of your UTR (unique taxpayer reference) number, which you will find on your tax return.
  • Or :
    • If you are a limited company, in "Corporation Tax Reference" enter the appropriate part of the Company Tax Reference or Reference on the Corporation Tax Payslip. You will only need ten digits.
      • If you are looking at the Company Tax Reference, you want the two lots of five digits that appear after the first three numbers and before the letter "A".
      • If you are looking at the Payslip Reference, then you want just the first ten characters, again those characters before the letter "A".
3476435994 (10 Chars)
The "Corporation Tax Reference" can be found on the "Notice to deliver a company Tax Return" (form CT603). Please click HERE to view an example on the HMRC Website.

Your reference can also be found on your:

  • Corporation Tax online service 'At a glance' page
  • HM Revenue & Customs (HMRC) payslip
  • correspondence from HMRC
If you can't find the right reference number you can ask for your reference by calling the HMRC Corporation Tax Unit on Tel 01236 785057.
These are new mandatory fields added for the 2013-14 tax year.

Real time information on-boarding date

  • This is the date you are starting RTI. After the update Platinum will default this to 06/04/2013 for everyone.
This must only be changed should you need to defer your start date.

See also


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Keywords AND Misspellings
rti, r.t.i, real time information, subs, submissions, payroll year end, payroll, year, end, params, parameters
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