RTI or Real Time Information is a PAYE reporting process. Under RTI, employers need to send information to HMRC every time they pay their employees, rather than waiting until the end of the year.
There are two types of submissions that you need to make: a Full Payment Submission or FPS and an Employer Payment Summary or EPS.
Our RTI Submission messages are linked easily with our FPS audit report. Please note that you choose for the RTI submissions to be run in "test mode" or submitted to HMRC live.
- Log into your payroll platform.
- Go to Payroll settings.
- Select HMRC settings.
- You will be asked: Would you like to make RTI submissions in test mode for this business?
- Yes/No. (select "yes" for test mode).
- When you are ready for the submissions to be live, make sure you change this setting to "No".
- To check the test mode settings for the FPS Audit Report, you have to check the report itself and the instructions are below.
- There is a warning message in the pay run to make you aware that the submission to HMRC has been submitted in test mode. This warning will also contain a direct link to the HMRC settings to let you change them.
- Go to the Reports section.
- Navigate to HMRC reporting and select RTI Submission Messages.
- Check that the RTI submission messages tab is selected.
- Next, filter the parameters of the report accordingly. Note that when a date range is selected for the report, result of the report will be based on period end date.
- Date Range: You can change months by clicking on the calendar icon;
- Search Term: Will list all active pay schedules within the business;
- Message Types: Select one or All;
- Once you have set the desired parameters, click the Search button to show the results of the report.
- The results of the report will list the following, organised by employee:
- Date (exact or date range)
- Transaction ID;
- Message Type
- Request;
- Response;
Important
To check if the FPS Audit Report is being submitted in test mode, go to Reports > RTI submission messages > enter dates > FPS Audit Report > this will now show if the FPS has been submitted in test mode. There is a warning message in the pay run to make you aware that the submission to HMRC has been submitted in test mode. This warning will also contain a direct link to the HMRC settings to let you change them.
- Log into your payroll platform.
- Click on the Reports menu.
- Navigate to HMRC reporting and select RTI Submission Messages.
- Check that the FPS Audit submission messages tab is selected.
- Next, filter the parameters of the report accordingly. Note that when a date range is selected for the report, result of the report will be based on period end date.
- Date Range: You can change months by clicking on the calendar icon;
- Once you have set the desired parameters, click the Search button to show the results of the report.
- The results of the report will list the following organised by employee:
- Tax period
- Date and time
- Status
- Correlation ID
- No. EE's
- PAYE
- EE NI
- ER NI
- Student Loan/PGL
- Late Submission Reason
- Final Submission
- Run the report.
- Click Download.
- You will have the option of either PDF or Excel.
- Clicking either will begin the download to your computer automatically.
- Log into your payroll platform.
- Click on Pay runs.
- Either select the pay run you would like to review, or create a new one.
- In Pay run actions across the top of the screen, click on the Reports button.
- Select Preview FPS File.
- This will then take you to a separate page, where you can select which pay run you wish to preview the FPS for.
- Click Run Report.
- You can also download the report via PDF or Excel.
- Click Download.
- Selecting either PDF or Excel will start the download to your computer automatically.