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michael-byrne
April 6, 2020
Solved

On Advanced Payroll, how do I set up a pension deduction as a fixed monthly amount (it only seems to cater for percentages)?

  • April 6, 2020
  • 1 reply
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Best answer by payment after leaving

Hi MrPlunk

 

In your overall pension settings zero the pension %'s and also zero them within the employees pension settings. When you run the payrol, select the empoloyee > actions > Adjust HMRC values in the HMRC adjustments field select or use the arrow keys to sneter Emoployee Pension Contribution and tick the Apply tax relief box is this is apllicable to the pension type and then add an amount/zero in the £ field > do the same again actions > adjust HMRC values > in the additonal field select the Employer Pension Contribution and enter amount in th e£ field if the pension deduction values don't update you may have to re-calculate actions > recalculate.

1 reply

A
AileneA
April 6, 2020

Hi there, @michael-byrne. 

 

Thank you for reaching out to the Community. Let me help you sort this out. First you need to set up deduction categories. Let me guide you how: 

 

  1. Click Payroll Settings, then Deduction Categories.
  2. To add a new deduction category, select Add. There will already be two deduction categories for you (Pre-Tax Deduction and Post-Tax Deduction). You can edit any of these by selecting the name of the deduction category.
  3. Enter a name for the deduction category.
  4. Press whether it will be a pre tax or post tax deduction.
  5. Add an external ID and select the NMW/NLW Calculation Impact as required.
  6. Hit Save. 

Once you have setup your deduction categories, they will now be accessible to be assigned to employees.  

 

You can check out this link on how to setting up an indefinitely recurring deduction: Setting up deductions in QuickBooks Online Advanced Payroll. 

 

Just in case, for your reference if you want to know more about QuickBooks Advanced Payroll: QBO Advanced Payroll. 

  

Should you have any other concerns or questions about deduction, you can always find me here. I'm just one comment away.

M
MrPlunk
April 7, 2020

What if the employee fixed amount is zero, but the employer amount is £200?

 

Thanks in advance

P
payment after leavingAnswer
April 7, 2020

Hi MrPlunk

 

In your overall pension settings zero the pension %'s and also zero them within the employees pension settings. When you run the payrol, select the empoloyee > actions > Adjust HMRC values in the HMRC adjustments field select or use the arrow keys to sneter Emoployee Pension Contribution and tick the Apply tax relief box is this is apllicable to the pension type and then add an amount/zero in the £ field > do the same again actions > adjust HMRC values > in the additonal field select the Employer Pension Contribution and enter amount in th e£ field if the pension deduction values don't update you may have to re-calculate actions > recalculate.

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