Skip to main content
F
finetofab
March 21, 2022
Solved

Change employee to tax relief workplace pension

  • March 21, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by Giovann_G

Hello, finetofab.

 

I can share additional information about changing workplace pension providers in QuickBooks Online.

 

Have you run payroll for this tax year? Any information you provide will assist me in giving you accurate information regarding your concern.

 

You'll need to roll back the payroll if you want to edit or change the pension provider for your employee if you used the standard payroll. 

 

Here's how:

 

  1. Go to the Payroll menu, then Payroll history.
  2. Click into the pay period, then Action.
  3. Select Delete payroll.

 

If you want to keep the existing pension provider, you can add a new pension so you have the option to choose a pension provider. I'll show you how.

 

  1. Sign in to QuickBooks Online, and go to the Employees or Payroll menu.
  2. Click Manage workplace pensions from the Pensions tile.
  3. Choose Add workplace pension.
  4. Enter the details provided by your pension provider.

On the other hand, you can make changes to an employee's pension in the Payroll Settings if you're using the Advanced payroll.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Payroll Settings.
  3. Under Business Setting, click Pension Settings.
  4. Make necessary changes.

 

Take note that you won't be able to edit pension created via PensionSync since the data is provided directly by them. If the employee's contribution plan is connected, he or she will need to contact their provider to make changes.

 

Check out the following materials below for more insights:

 

  1. Pension in QuickBooks Online Advanced Payroll

  2. Multiple Pensions for QuickBooks Online Standard Payroll

  3. Workplace pensions guide for QuickBooks Online Standard Payroll

 

In addition, you can review this article for your reference if you need a guide on submitting pension reports using standard payroll: Submit pension reports in QuickBooks Online Standard Payroll.

 

Don't hesitate to add any details if you need further assistance with a workplace pension. We're always here to help you.

1 reply

AlcaeusF
AlcaeusF
March 21, 2022

Good day, @finetofab.

 

I appreciate you visiting us here in the Community. I can share details about changing your employee to tax relief workplace pension in QuickBooks Online (QBO).

 

To change or add your employee to workplace pensions, you must set it up first. But, before we proceed, ensure that the following criteria is meet:

 

  • Aged between 22 and the State Pension age.
  • Earning at least £10,000 a year (or the equivalent prorated in a pay period).
  • Works in the UK (this also includes employees who are based in the UK but travel abroad for work).

 

Please note that you must put eligible employees into a pension scheme within 6 weeks of the day they meet the criteria. For more info, read HMRC’s workplace pension and employers.

 

For the detailed steps on how to set up and add your employee to workplace pensions, consider checking out this article for further guidance: Workplace pensions guide for QuickBooks Online Standard Payroll.

 

I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

 

I'm only a few clicks away if you have more questions about workplace pensions or anything else QuickBooks. I'll be more than happy to help. Stay safe and enjoy the rest of the day.

F
finetofabAuthor
March 22, 2022

Thanks for your response, but you have not responded to my question at all.  

 

I need to change my workplace pension provider for my employees.   Can you response to this question?  

 

Thank you 

G
Giovann_GAnswer
March 22, 2022

Hello, finetofab.

 

I can share additional information about changing workplace pension providers in QuickBooks Online.

 

Have you run payroll for this tax year? Any information you provide will assist me in giving you accurate information regarding your concern.

 

You'll need to roll back the payroll if you want to edit or change the pension provider for your employee if you used the standard payroll. 

 

Here's how:

 

  1. Go to the Payroll menu, then Payroll history.
  2. Click into the pay period, then Action.
  3. Select Delete payroll.

 

If you want to keep the existing pension provider, you can add a new pension so you have the option to choose a pension provider. I'll show you how.

 

  1. Sign in to QuickBooks Online, and go to the Employees or Payroll menu.
  2. Click Manage workplace pensions from the Pensions tile.
  3. Choose Add workplace pension.
  4. Enter the details provided by your pension provider.

On the other hand, you can make changes to an employee's pension in the Payroll Settings if you're using the Advanced payroll.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Payroll Settings.
  3. Under Business Setting, click Pension Settings.
  4. Make necessary changes.

 

Take note that you won't be able to edit pension created via PensionSync since the data is provided directly by them. If the employee's contribution plan is connected, he or she will need to contact their provider to make changes.

 

Check out the following materials below for more insights:

 

  1. Pension in QuickBooks Online Advanced Payroll

  2. Multiple Pensions for QuickBooks Online Standard Payroll

  3. Workplace pensions guide for QuickBooks Online Standard Payroll

 

In addition, you can review this article for your reference if you need a guide on submitting pension reports using standard payroll: Submit pension reports in QuickBooks Online Standard Payroll.

 

Don't hesitate to add any details if you need further assistance with a workplace pension. We're always here to help you.

Terms & ConditionsAccessibility statement