Hello there, @Nicky F.
You'll need to create a pension and add it to your employee.
Here's how:
- From your business dashboard go to Payroll Settings -> Pension Settings.
- Click the Add pension scheme via the PensionSync button.
- Click Connect to PensionSync button. This will connect your business file to PensionSync.
- Once your business file is connected to PensionSync you can launch the Scheme Management Tool (SMT) which you can use to manage all your PensionSync interactions.
Because you're setting up a new PensionSync account, you'll need to click the Open Scheme Management Tool button.
- Once you've opened the scheme management tool, you'll need to create a PensionSync account by providing the following details:
-
- Company name
- Logo (optional)
- Phone number
- Email address
If you already have a pension scheme, proceed below. If you don't have a pension scheme, you can create one from within PensionSync.
- Once you've set up your PensionSync account, you're now ready to import your pension scheme details into your business. You can do this by clicking on the Import from PensionSync button.
- You will now need to enter:
-
- your pension provider
- your employer ID.
If you do not know your employer ID you will need to contact your pension provider.
Once you have entered these details click Link Scheme.
- You will now need to authorize your pension scheme to be used with PensionSync. To do this, click the button to launch the PensionSync Authorisation Gateway.
- Once you've authorized the PensionSync gateway, your pension scheme information will be imported into your business file and you'll be able to start processing pensions payments for that employe
For more details, please check out this article: Manually setup a workplace pension scheme in QuickBooks Online Advanced Payroll
- Drop me a comment below if you have any other questions.