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LisaSweeting
September 14, 2023
Question

Opt out of auto enrollment

  • September 14, 2023
  • 1 reply
  • 0 views

Hi back I set up auto enrollment for myself as the only employee in March. I have since learned that I don't need to do this as the only employee/ director. So I need to stop pension contributions. I had already set up a pension is QB but its still deducting pension payments when I run payroll. I have turned off the 'enrolled in pension toggle but that hasn't worked.

1 reply

G
GeorgiaC
September 14, 2023

Hi LisaSweeting, thanks for joining the Community.

 

Please check that you have followed the full steps below to opt your employee profile out of a pension scheme:

 

1. Go to your Employee profile.
2. Select Workplace Pension.
3. Turn off the Enrolled in pension toggle.
4. Choose Opt Out.
5. Enter the effective opt-out date.
6. Save.

 

 If this is a valid opt-out (you can confirm this with the pension provider) then any pension contributions deducted will be auto-refunded on the next available payroll run in QuickBooks. 

 

Get back to us below if you have any further queries. 🙂 

L
LisaSweetingAuthor
September 14, 2023

Hi there, thanks for this. I have already followed these steps and on the system it says I am opted out as of the end of August, but when I've just gone to run payroll its still deducting payments. 

G
GeorgiaC
September 14, 2023

Thanks for getting back to me - if any draft payroll was ran before changing the employee pension settings, please delete this and then run the payroll for the period as new. 

 

Please also double-check that the pension amount is deducting from the pay and not adding to this (if the amount appears with a minus symbol in front, it will be refunding the deductions). 

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