EPS - Employer Payment Summary

You have the option to lodge your EPS automatically or manually.  You can configure your EPS settings by going to Payroll settings then HMRC Settings. 

HMRC_Settings.png

Scroll down the page and you will come to the EPS settings fields.

 

eps.png  You will need to fill out the following fields:

 

"Submit Employer Payment Summary (EPS) monthly on the" - Select a date between the 5th and 19th of the month to lodge your EPS automatically.

If you select "Don't submit Automatically" you can submit this form by going to the Reports tab, you will now be able to see a report called Employer Payment Summary (EPS).

eps_report.png
Click into that and click run report.

You will then be able to submit your EPS for the given period.

submit_eps.png

Once submitted, if you want to send these automatically in the future then you can go back into the HMRC Settings screen and set the system to automatically send the EPS on a specified date each month (or leave as is for manual submissions).

"Refund account name" - The name of the account you want any refund deposited.

"Refund account number" - The account number you want any refund deposited.

"Refund sort code" - The sort code of the account you want any refund deposited.

"Building Society reference" - If you are using a Building Society for you refunds, you will need to contact your building society for this reference, if applicable.

If you have any questions or feedback, please let us know at support@yourpayroll.co.uk

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