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

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

3. 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)

4. 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

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

6. RTI
Knowledge
NI Number Verification (NVR)
Importance
Process

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

8. 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

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

10. 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

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

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

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

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

15. 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

16. 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

17. 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

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

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

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

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

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