Dealing with RTI RTI Information for Centres and Examinations Candidates Sue Holmes FIAB

RTI HMRC Basic Tools – Database (no Calculators) Download from HMRC Website Other HMRC approved Tools

RTI Sage 50 Payroll Software Version 18.00.049, or Version 19.00.016 or later Check in Help/About Knowledge: Check regularly for software and e-submission updates Skill: Once required version installed, untick “Check for Updates” (or answer “No” when asked)

On the whole, very similar to current processes RTI Skills Unit To include all set up and normal payroll processing On the whole, very similar to current processes

RTI Knowledge Unit To include all “submissions”: NI Number Verification (NVR) Employer Alignment Submission (EAS) Full Payment Submission (FPS) Employer Payment Summary (EPS)

RTI Knowledge NI Number Verification (NVR) Importance Process

RTI SET UP Employer Data as normal Must include Tax District and Collection References

RTI Skill Employee Data as normal, but minimum of SET UP Skill Employee Data as normal, but minimum of Name, address and postcode Date of Birth and Gender National Insurance Number Additional information - Contracted Hours: Under 16, 16-30, over 30, Other

RTI EAS (Employer Alignment Submission) Knowledge First report Less than 250 employees, not required. 250 + employees, required once Purpose Content

RTI Payroll Processing Skill Set up new Employee Records P45 – received but not submitted (HMRC picks up information from FPS) P46 – Probably still used to obtain information – not submitted

RTI Payroll Processing Skill Process Date – date on which Employees will receive their pay Mark any casual staff “on hold”

RTI Payroll Processing Skill Enter Payments and Deductions Print payslips and pre-update reports No change

RTI Payroll Processing Skill Update Records Use Leaver Wizard to mark any Leavers

RTI Payroll Processing Knowledge After Records updated: FPS (Full Payment Submission) In Sage, note new column on Employee list showing date of last FPS.

RTI Skill and Knowledge Before FPS Submitted – Checklist Completed Payroll Run Printed Payslips and pre update reports Placed Casuals on hold if not paid this time Updated records Processed Leavers

RTI Payroll Processing Knowledge EPS (Employer Payment Summary) Only required to report figures not on FPS, ie Statutory Payments Recovered NIC Compensation Advance Funding NIC Holiday CIS Deduction suffered Nil Return

RTI Payroll Processing - EPS Procedure: Skill Knowledge Ensure payroll completed Run P32 (to check if EPS required) Knowledge Run EPS Wizard – from Tax Month 1 to current date

RTI Year End Knowledge On final EPS and FPS, tick to say last submission of the year Complete “Declaration” questions (similar to old P35)

RTI Year End Skill Knowledge Produce P11s and P60s No Longer required: P14, P35, P38A

RTI Other requirements - Correction of Errors Employee Details Change of Name or Address Error in Start Date Removed Employee in error

RTI Other requirements - Correction of Errors Skill Before Updating After Updating – Rollback, Restore Knowledge After FPS has been submitted NEVER resubmit FPS

RTI Other requirements - Correction of Errors EPS Knowledge Resubmit replacement EPS