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.
Scroll down the page and you will come to the EPS settings fields.
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 and selecting the Employer Payment Summary Report.
To be able to see this report you need to ensure that you have RTI enabled for the business by going to Payroll Settings > Business Settings > HMRC settings.
You will now be able to see a report called the Employer Payment Summary (EPS).
Click into that and click run report.
You will then be able to submit your EPS for the given period.
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.
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