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user12244
May 11, 2019 10:45 AM UTC
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I have a company with one director so do not need to set up auto enrolment for pensions. How can I set quickbooks so it doesn't force me to set an auto enrolment date?

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    TaliaIAnswer
    May 17, 2019 3:23 PM UTC


    Hello,

     

    You will need to select Non eligible job holder, and inactive workplace pension. This will let the system know they are not eligible for pension, and that you do not have an active pension to add them to. 

     

    Thanks,

     

    Talia

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    8 replies

    Anonymous
    May 12, 2019 7:49 AM UTC

    Hello, user12244.

     

    You can follow the steps below to exclude your company from auto-enrolment pension:

    1. Go to the Employees>Employees 
    2. Select the employee involve. 
    3. Go to Auto enrollment section and click the pencil icon. 
    4. Select Opt out in the Enrolled in pension section 
    5. Click Done. 

    Drop by again if you have other questions about QuickBooks. 
     

    user12244Author
    May 17, 2019 2:50 PM UTC

    Hi. These are not the options that are given to me. First choice is Eligible Job Holder, Non-eligible Job Holder, Entitled Worker, Not assessed.  The next box asks for Active Workplace Pension, Inactive Workplace Pension, Auto enrolement postponed or None of the Above.... So I can't see what I should be choosing here.  Thanks

      TaliaIAnswer
      May 17, 2019 3:23 PM UTC


      Hello,

       

      You will need to select Non eligible job holder, and inactive workplace pension. This will let the system know they are not eligible for pension, and that you do not have an active pension to add them to. 

       

      Thanks,

       

      Talia

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