When you process a pay run you need to submit a Full Payment Summary (FPS) to HMRC
You must submit an FPS before the employee's pay day.
This article will explains:
How to Submit to HMRC
- Before you submit your first FPS, you need to make sure you've correctly configured your RTI username and password under the HMRC settings section.
- Once you have entered your RTI details, create your pay run as normal, then when you finalise your pay run, you will be able to select your pay run lodgement options
- Lodge Pay Run now - will lodge your pay run to HMRC as soon as you click the "Finalise" button
- Lodge Pay Run manually at a later date - will not lodge your pay run to HMRC until you click the "Lodge Pay Run" button on the pay run screen (see below for more details) - Once you've finalised your pay run, your FPS will be lodged with HMRC
- If you've selected to manually lodge your FPS, you can do so by clicking the "Lodge Pay Run" button under the "Actions" tab within the pay run
And that's it! Your FPS has now been filed with HMRC.
Please note that if you send your FPS in test mode it will NOT be a successful submission. This can be checked as explained below.
When you submit an FPS to HMRC in RTI you can check the submission one of two ways:
- From within the pay run, under the 'Pay Run Actions' > 'Download FPS XML' option
- Going to the RTI lodgement messages within 'Reports' > 'RTI Lodgement Messages'. When you go to the lodgement messages you will be able to see messages such as if your lodgement has been submitted, lodged successfully, failed etc.
How to Submit to HMRC for Christmas pay dates
You will need to adjust your process if you bring your payday forward in December and pay employees early. Follow the below steps:
When finalising the pay run, click the Edit button (pencil icon) shown below.
The date paid will show on the payrun and on payslips, however the FPS Date will be reported to
You can then enter an earlier pay date in the ‘Date paid’ field, and keep the FPS Date the same as normal.
The date paid will show on the pay run and on payslips, however, the FPS Date will be reported to HMRC on the FPS.