How do I prepare for RTI submissions?

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 - General Company Details

Go to " Payroll Maintenance Options Payroll Settings Company Parameters General Company Details".

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.

PAYE RTI Start 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

• Setting the government gateway credentials
• Troubleshooting payroll RTI submission errors
• Payroll end of year
• How do I close a payroll period?
• How do I add a payroll leaver?
• Entering P45 details/new starters

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Keywords AND Misspellings

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