HMRC Settings

This section is used in order to populate the HMRC information. It is used when submitting Real Time Information (RTI) to HMRC. 

To view our YouTube video on HMRC Settings click here.

To access the HMRC settings you need to go to Payroll Settings > Business Settings > HMRC Settings. Below is the HMRC Settings screen you will see.

You will need to fill in your Employer PAYE reference number, a unique reference number consisting of 2 parts and your Accounts Office Reference a unique, 13 character code which will be shown on the letter you received from HMRC when you first registered as an employer.

The Corporation Tax Unique Taxpayer Reference only needs to be completed if you are claiming for CIS suffered on an EPS, anyone claiming CIS suffered on an EPS must be a Ltd company with a corporation tax UTR.

If you are eligible for small employers relief you need to select yes. If you’re a new employer or unsure whether you qualify for small employer’s relief, you should check this with HMRC.

If you will be claiming the Employment Allowance you should select yes. If you are unsure if you can claim the employment allowance you should check this with the HMRC.  Further information with regards to Employment Allowance can be found here.

If the IR35 contractors' legislation applies to your business you should read the guidance and select the yes tick box. For more information with regard to setting up IR35 this article will assist you.

If you are required to pay the apprenticeship levy you will need to select the yes option here.  Further information regarding the apprenticeship levy can be found here.

You also have some additional options you can choose which include the ability to set up a payment reminder which will send you a reminder on the date of your choice of any payments that are due to be made to HMRC in the period selected.  Further information can been seen here.

On this page you also have the option of enabling RTI for the business. If you choose to enable RTI then you will need to enter your HMRC user Id and your HMRC password (HMRC Government Gateway details).  

Would you like to make RTI submissions in Test mode for this business? If you choose yes on the HRMC Settings page, pay runs can be "lodged" but we will receive a generic notification from HMRC with a Non filing notice.  If you send your FPS in test mode it will not be a successful submission. 

This functionality is provided by HMRC to validate submissions against their live services without the submissions filtering through to the rest of their back end systems. Essentially it can be used to make sure HMRC is happy with the details you've added into the HMRC Settings screen in the system.

NB. When the Test mode setting is enabled, HMRC will only validate the payload, they will not process it (ie. a pay run lodged in Test Mode will only be validated by HMRC and not processed through their systems).  

You should change the Test mode setting to 'No' in order to lodge your pay run/s with HMRC. 

If you have registered with the Government gateway where users can access online government services securely and easily over the Internet you need to select yes and fill in the details.

You have the option to enter an email address here.  This will be where all HMRC RTI email submission receipts are sent. 

If you select 'Yes' for the setting of 'Is this business a registered agent?', you'll also be able to 'copy from business settings' the registered agent details. It will populate the business fields from the information previously entered on the business details screen:

You can choose to submit your Employer Payment Summary EPS monthly on a date you select by choosing the date from the drop down field. You can choose not to submit it automatically in this field too.

In the next few fields you need to enter the account name and numbers and save.

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