Difference between revisions of "How do I prepare for RTI submissions?"
From Catalyst
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{{Tip|title=Tip|text=If you have done a year end payroll submission before the above settings will already have been entered and will not need to be changed.}} | {{Tip|title=Tip|text=If you have done a year end payroll submission before the above settings will already have been entered and will not need to be changed.}} | ||
| − | == New | + | == New Parameters in Payroll - General Company Details == |
Go to {{Menu|Systems|{{PR}}|Payroll Parameters/Maintenance|Payroll Parameters|Company Parameters|General Company Details}}. | Go to {{Menu|Systems|{{PR}}|Payroll Parameters/Maintenance|Payroll Parameters|Company Parameters|General Company Details}}. | ||
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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.}} | {{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.}} | ||
| − | {{Warning|title=WARNING|text=This is a '''MANDATORY''' | + | {{Warning|title=WARNING|text=This is a '''MANDATORY''' field for everyone. If you have submitted End of Year returns via {{PR}} before, then this should already be filled in.}} |
=== Self Assessment Reference === | === Self Assessment Reference === | ||
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{{Tip|title=Tip|text=This is ONLY applicable if you are a limited company.}} | {{Tip|title=Tip|text=This is ONLY applicable if you are a limited company.}} | ||
| − | {{Warning|title=IMPORTANT|text=Only one of the | + | {{Warning|title=IMPORTANT|text=Only one of the two previous fields would be applicable for any one employer (they are mutually exclusive).}} |
{{Note|title=PLEASE NOTE|text=This is an optional field and has been added for the 2013-14 tax year.}} | {{Note|title=PLEASE NOTE|text=This is an optional field and has been added for the 2013-14 tax year.}} | ||
| − | *{{DataPrompt|PAYE RTI Start Date}} is the date | + | *{{DataPrompt|PAYE RTI Start Date}} is the date you are starting RTI. After the update Platinum will default this to 06/04/2013 for everyone. |
{{Note|title=PLEASE NOTE|text=This can be changed should you need to defer your start date.}} | {{Note|title=PLEASE NOTE|text=This can be changed should you need to defer your start date.}} | ||
Revision as of 13:08, 25 March 2013
Contents
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.
Government Gateway
Real Time Payroll submissions require your Government Gateway Username and password to be filled in. See THIS article for help on how to fill this in.
 | Tip: If you have done a year end payroll submission before the above settings will already have been entered and will not need to be changed. |
New Parameters in Payroll - General Company Details
Go to " Systems Payroll Payroll Parameters/Maintenance Payroll Parameters Company Parameters General Company Details".
Accounts Office Reference
- "Accounts Office Reference" enter your supplied accounts office reference.
 | E.G.: 123PA0004567X |
| Tip: 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. |
 | WARNING: This is a MANDATORY field for everyone. If you have submitted End of Year returns via Payroll before, then this should already be filled in. |
Self Assessment Reference
- In "Self Assessment Reference" enter your supplied unique 10 digit number if applicable.
| E.G.: 3476435994 |
| Tip: This is ONLY applicable if you are a sole proprietor or partnership. |
 | PLEASE NOTE: This is an optional field and has been added for the 2013-14 tax year. |
Corporation Tax Reference
- In "Corporation Tax Reference" enter your supplied unique 10 digit number if applicable.
| E.G.: 9556435994 |
| Tip: This is ONLY applicable if you are a limited company. |
| IMPORTANT: Only one of the two previous fields would be applicable for any one employer (they are mutually exclusive). |
| PLEASE NOTE: This is an optional field and has been added for the 2013-14 tax year. |
- "PAYE RTI Start Date" is the date you are starting RTI. After the update Platinum will default this to 06/04/2013 for everyone.
| PLEASE NOTE: This can be changed should you need to defer your start date. |
See also
