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May 28, 2020
Question

QBO Standard Payroll Online How do I get QBO to accept change of NIC from Cat A to Cat C as one employee reached State Pension Age on 6 May

  • May 28, 2020
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1 reply

May 28, 2020

Welcome to the Community forum, electrohm.

 

I'm happy to guide you in updating your employee's information from Cat A to Cat C into your QuickBooks Online (QBO) account.

 

Here's how:

  1. In the left menu, click Employees and go to the Employees tab.
  2. Locate the employee name and click on it.
  3. Go to the Tax information section, then hit the pencil icon
  4. Under the NI letter* section, click the drop-down arrow and choose C - Pensioners (Employees over State Pension Age).
  5. Hit Save.

To know more about how to make changes to an employee's information, check this article: Edit employees in QuickBooks Online Standard Payroll (UK).

 

If you need anything else about this matter, leave a comment below. I’m always ready to help. Take care!

 

 

 

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electrohmAuthor
May 28, 2020

Yes I already did that but qbo still excludes that employee from payroll And 

tells me to update employee record but nothing to update 

online chat with QBO today advised I upgrade from standard payroll! 
Qbo payroll is not up to the job if it cannot handle a life event

JasroV
May 28, 2020

Thanks for the clarification, @electrohm.

 

You'll want to exclude the employee first from the payroll before you can make the changes. This way, you'll be able to update the employee's profile.

 

Once done, update your employees information again. You can refer to the steps provided by my colleague  above.

 

Additionally, do check our Employees and Payroll page for reference. There, you can read some of our great articles that can guide you in managing your payroll effectively.

 

Please let me know if there's anything else you need help with. I'm just a post away from you. Take care and stay safe.