How do I set my company HMRC details?

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

• How do I run a payroll period?
• How do I close a payroll period?
• How do I run reports at the end of a payroll period?
• Setting the government gateway credentials
• How do I prepare for RTI submissions?

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Keywords AND Misspellings

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