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GrahamM26
November 30, 2020
Solved

I want to edit an employees workplace pension in standard payroll, but I seem to be prevented by QB?

  • November 30, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by GeorgiaC

Hi Diane, 

 

You'll need to rollback the payroll for W1 to edit the pension details, on the standard payroll, you can do this by going to Payroll > Payroll history > Click into the pay period and select Actions > Delete payroll. If you've already submitted this to HMRC, please ensure once you have re-run W1 you submit this as 'Option H - correction to an earlier submission' from the payroll taxes screen (Taxes > Payroll tax). 👩‍💻

1 reply

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EmmaM
November 30, 2020

Hello info898, What is it that you are trying to edit and what is happening, do you get an error message?

G
GrahamM26Author
November 30, 2020

Emma,

I am trying to edit the workplace pension area for an employee so I can submit their pension payments.

The area in QB says "worker category: Not assessed" and will not let me change this.

Any help would be appreciated?

Graham

 

JasroV
JasroV
November 30, 2020

Thanks for the prompt reply and for sharing additional information, @GrahamM26.


To get around this issue, we'll need to delete the payroll run of your employee before we can edit their worker’s category. That being said, I encourage reaching out to our Support Team. They have the tools to look into your account and delete your previous pay runs.

 

Here’s how to reach out to them in your QuickBooks Online (QBO):

 

  1. Go to the (?) Help menu.
  2. Select Contact Us.
  3. Type a brief discussion of your concern and click Let’s talk.
  4. Then select Start a chat.

You can also check this article for reference: QuickBooks Online Support.

 

Once everything is settled, we can now change the pension category and submit your employee’s pension payments:

  1. Go to the Payroll menu and select Employees.
  2. Look for the employee's name from the result then click it.
  3. Go to the Workplace pension section and tap on the pencil icon at the upper right corner.
  4. Select the appropriate category from the drop-down.
  5. Click the Save button to record the changes.

Then for submitting your employee’s pension, check out this article for reference: Submit pension reports in QuickBooks Online Standard Payroll.

 

Tag me in your reply if you have other follow-up questions. I’ll be around ready to help you out. Take care and stay safe.

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