Skip to main content
June 23, 2020
Question

Pension refunds - tax relief?

  • June 23, 2020
  • 1 reply
  • 0 views

Someone on here kindly answered my 'how do I process a refund, after opt out, I have ticked the box to give a refund when I opted the employee out (payroll advanced).   I am now entering the payroll and it has brought up the correct amount to refund - now, do I tick the tax relief box?    I should probably know this but am tired after late nights working!

The deductions of pension are 80% of their full contribution, made after tax (relief at source?).

Thanks

1 reply

June 23, 2020

Hi @Natasha33,

 

I'll point you in the right direction for support with your query about pension refunds. 

 

It's great to hear that the steps provided by my peers from your previous post have brought you to this part of the process. To continue, while ensuring your books remain accurate, I suggest contacting our Technical Support team for assistance. They can look into your situation and provide the correct steps for you. 

 

Here's how:

 

  1. Log in to your QuickBooks Online company.
  2. Click the Help menu.
  3. Select Contact us.

Got other questions related to QuickBooks Online Advance Payroll? Check out this article: QuickBooks Online Advanced Payroll Hub. This is a list of all related articles for this specific payroll type. 

 

I'll be around in case you need further assistance. Post a comment below, and I'll get back to you.