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paul156
October 31, 2020
Question

I am exempt from pension autoenrolement how do I stop quickbooks from asking for pension provider?

  • October 31, 2020
  • 1 reply
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1 reply

M
MaryAnn_E
October 31, 2020

Hi there, @paul156.

 

Let's stop this by opting out of this method on your profile. To do so, the following step shown below will guide you through:

 

  1. Go to Workers from the left navigation bar, then Employees.
  2. Click the name.
  3. In the Profile section, click on the Pencil icon for Auto-enrollment.
  4. In the Enrolled in the pension section, select Opt Out, then enter the effective date.
  5. Click Done.

 

You can refer to this article to learn more about the process provided above: Auto Enrolment for workplace pensions in QuickBooks Online Payroll.

 

Let me know if you have other concerns or questions. I'm always here to help you anytime. Have a wonderful day!

A
Andrew Evans
July 27, 2024

I seem to have been opted into Core Payroll, and it won't let me run payroll until I've set up a Workplace Pension.  However, we (two directors) aren't required to join a workplace pension and we don't have 'employees' in that sense.

 

I've tried selecting 'Not entitled' in the employee profile (there isn't 'opt out' any more), but still Payroll is asking for a workplace pension to be set up?!

 

Please help - it's payday!!

R
Rea_M
July 27, 2024

I can see the urgency of fixing your Workplace pension setup in QuickBooks Online Payroll (QBOP), Andrew. I'll help you select the appropriate category for your Pension scheme so you can run your payroll accordingly.

 

Using QBO Core Payroll, you'll have to select the Not assessed option once you aren't required to join a workplace pension. To do this, here's how:

 

  1. Go to the Payroll menu, then select Employees.
  2. Choose your name to open your profile.
  3. Select Edit in the Workplace pension, loan & other deductions section.
  4. Click the Pencil icon beside your Pension status in the Workplace pension section.
  5. Select Not assessed as the worker's category and choose Excluded from workplace pension option in the Which one applies to [name].
  6. Click Save and then Done.

 

 

After that, go ahead and run your payroll.

 

On the other hand, if the issue continues even after performing the steps above, I'd recommend contacting our Payroll Care team to have this investigated further.

 

Furthermore, if you want to configure Core Payroll and review your Settings, check out this article to guide you on how to do so: Introducing Quickbooks Core Payroll.

I'm always ready to answer all your payroll concerns or any QuickBooks-related topics. Kindly update me by leaving a comment below.

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