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Pegasus Software

Pegasus Software. Payroll End Of Year 2014. Pegasus Software. Payroll End Of Year 2014. Samantha Garrett Product Specialist. Agenda. Changes for completion of the 2013/2014 EOY . End of Year Procedures. Changes for the Tax Year 2014/2015 . Legislation Changes

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Pegasus Software

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  1. Pegasus Software Payroll End Of Year 2014

  2. Pegasus Software Payroll End Of Year 2014 Samantha Garrett Product Specialist

  3. Agenda Changes for completion of the 2013/2014 EOY • End of Year Procedures Changes for the Tax Year 2014/2015 • Legislation Changes • Starting the 2014/2015 Tax Year What is auto enrolment? Coffee Break

  4. Agenda Operating auto enrolment within Opera 3 • Activating & running auto enrolment at your Staging Date • NEST Integration • Communicating with your workers – Using XRL • Storing Documents – Using Document Management Pegasus Web Xchange • What is Pegasus Web Xchange • Overview of Payroll Self Service

  5. Payroll End of Year 2014 Version numbers for the 2014/2015 releases • Opera II – Version 7.30 • Opera 3 – Version 2.10 • Capital Gold – Version 3.97 • Pegasus Online Filing Manager – 3.40 When should you apply this upgrade? Documentation • Payinfo.pdf • Legislative Changes • Product Changes • Checklist

  6. Changes prior to 2013/14 EOY Options for printing P60’s • Currently

  7. Changes prior to 2013/14 EOY Options for printing P60’s • Post upgrade

  8. Changes prior to 2013/14 EOY HMRC Stationery Order Line • Ordering P60’s

  9. Changes prior to 2013/14 EOY HMRC Stationery Order Line • Ordering P60’s

  10. Changes prior to 2013/14 EOY Internet Service for PAYE – P14’s • Now part of the Full Payment Submission • Removed from the Opera & OFM menu structures Prepare Internet P35 • Now part of the final Employers Payment Summary • Removed from the Opera & OFM menu structures P45 & P46 • Now part of the Full Payment Submission • Removed from the Opera & OFM menu structures

  11. Changes prior to 2013/14 EOY Changes to Real Time Information • Name Validation • Leave Date Validation • Leavers with Zero Pay • Period of Inactivity Start Date Changes to Direct Earnings Attachment Orders • Pilot DEA Orders were introduced in April 2013 • These are now fully introduced & available

  12. Changes prior to 2013/14 EOY Changes to Auto Enrolment • Technical changes to Pay Reference Period • Registration with the Pensions Regulator • Auto Enrolment Joining Window

  13. End of Year Procedures Backup Opera II / Opera 3 Upgrade to Opera II – v7.30 / Opera 3 – v2.10 Run UDS Upgrade Online Filing Manager – v3.40 Complete your normal Payroll processing EXCLUDING the final Update • Calculation • Payroll Summary Reports / To-Date Summary Reports • P32 Processing ensuring funding & payments are correct

  14. End of Year Procedures EOY / Special Reports • P60 End of Year Returns • Print P35 Substitute • Pay / Ded List

  15. End of Year Procedures Is the Payroll linked to the Nominal Ledger? • Run the N/L Analysis command Is the Payroll linked to the Cashbook? • Run the Cashbook Transfer command Are the employees paid by BACS? • Run the Payment Reports / Produce & List BACS command

  16. End of Year Procedures RTI Submissions – Full Payment Submission • Create & send the final FPS for 2013/2014 • Check Service Availability

  17. End of Year Procedures RTI Submissions – Service Availability • www.customs.hmrc.gov.uk/maint/

  18. End of Year Procedures RTI Submissions – Service Availability • www.customs.hmrc.gov.uk/maint/

  19. End of Year Procedures RTI Submissions – Full Payment Submission • Create & send the final FPS for 2013/2014 • Check Service Availability RTI Submissions – Employer Payment Summary • Create & send the final EPS for 2013/2014 Payroll Update • Run the Update routine for the final Pay Period End of Year Cleardown

  20. End of Year Procedures Final Checks • Utilities / Set Options – Current Tax Year • Utilities / Calendar – Current Tax Year • Utilities / PAYE/NI/Stat.Payments • Utilities / Set Options – Small Employers Relief • Processing – Employee Tax Codes Earlier Year Update

  21. Changes for Tax Year 2014/2015 Income Tax Bandwidths

  22. Changes for Tax Year 2014/2015 Income Tax Personal Allowances

  23. Changes for Tax Year 2014/2015 Changes in Tax Codes

  24. Changes for Tax Year 2014/2015 National Insurance Bandwidths – Weekly

  25. Changes for Tax Year 2014/2015 National Insurance Bandwidths – Monthly

  26. Changes for Tax Year 2014/2015 National Insurance Contributions – Employee (Primary)

  27. Changes for Tax Year 2014/2015 National Insurance Contributions – Employee D NI Code

  28. Changes for Tax Year 2014/2015 National Insurance Contributions – Employer (Secondary)

  29. Changes for Tax Year 2014/2015 National Insurance Contributions – Employer D NI Code

  30. Changes for Tax Year 2014/2015 National Insurance Contributions – Employee (Primary)

  31. Changes for Tax Year 2014/2015 National Insurance Contributions – Employer (Secondary)

  32. Changes for Tax Year 2014/2015 Statutory Payment Rates (SSP/SMP/SAP/OSPP/ASPP)

  33. Changes for Tax Year 2014/2015 Student Loan Threshold

  34. Changes for Tax Year 2014/2015 Pensions Auto Enrolment

  35. Changes for Tax Year 2014/2015 New Attachment Order – Direct Earnings Attachment (DEA) • Pilot project started in April 2013 • These new DEA orders do not replace any existing orders • These DEA orders do not need to be agreed in civil court • DWP sends notice to Employer with Payment Schedule • Deductions are normally based on a table of rates • Deductions can also be based on a fixed amount

  36. Changes for Tax Year 2014/2015 New Attachment Order – Direct Earnings Attachment (DEA)

  37. Changes for Tax Year 2014/2015 New Attachment Order – Direct Earnings Attachment (DEA)

  38. Changes for Tax Year 2014/2015 Bank Account Details

  39. Changes for Tax Year 2014/2015 Employment Allowance (Employers NI)

  40. Changes for Tax Year 2014/2015 Employment Allowance (Employers NI)

  41. Changes for Tax Year 2014/2015 Employment Allowance (Employers NI)

  42. Changes for Tax Year 2014/2015 SSP Recovery Percentage Threshold Scheme Abolished

  43. Changes for Tax Year 2014/2015 Normal Hours Worked

  44. Changes for Tax Year 2014/2015 Late PAYE Reporting Reason / on FPS

  45. Changes for Tax Year 2014/2015 Late PAYE Reporting Reason / on Employees Details & Bank

  46. Changes for Tax Year 2014/2015 Technical Changes to Auto Enrolment Legislation • Align Pay Reference Period (PRP) with the Tax Period

  47. Changes for Tax Year 2014/2015 Technical Changes to Auto Enrolment Legislation

  48. Changes for Tax Year 2014/2015 Technical Changes to Auto Enrolment Legislation • Align PRP with the Tax Period • Registration with the Pensions Regulator • Joining Window

  49. Changes for Tax Year 2014/2015 SCON Numbers for COSR Pension Schemes • Scheme Contracted-Out Numbers will be Mandatory • These are included in the FPS • HMRC will notify Employers where the SCON is missing • The Calculation Audit Report details missing SCON FT Tax Codes Abolished

  50. Setting up for 2014/15 Tax Year Take a Backup Update PAYE / NI / Stat. Payments Table • From UDS • From Copy Statutory Rates • Check this data is correct Final Checks • Small Employers Relief • Check Employee Details

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