Payment Reminder allows you to set up a date when you will be sent an e-mail with full details to remind you that the HMRC payments have to be made and the reminders can be sent on a monthly or quarterly basis.
To set this up you have to proceed to 'Business Settings' > 'HMRC Settings' and choose 'Yes' from the 'Do you want to set up a payment reminder' option.
If at any stage in the future you need to make any changes to your Payment Reminder, once you click on the edit icon this will allow you to make any changes required.
A panel will appear on the right hand side of the screen,
This will allow you to choose how you would like to set up the payment reminder.
- Select the payment period*
- Pick the date of when you would like to receive the payment reminder
- Choose if you want to have a 'Detailed monthly breakdown'
- Choose if you want to 'Include pay run pension amounts'
*please note if you choose quarterly the payment reminder will be sent on the date you choose in the first month of the quarter.
Then add the e-mail address of whom you would like the payment reminder to be sent to and add their name if you wish.
There is also the option to add further recipients if you want the payment reminder to be sent to others.
You also then have the option to 'View Email Example'
If you are happy with how the payment reminder is set up click on the 'Save' button and the payment reminder will now be sent on the date that you have chosen.
This is how the Payment Reminder will appear and please note that HMRC's bank details will be included along with the 'Payment Reference Number' and 'PAYE Period'.
In the P32 report which can be reached by going to 'Reports' > 'HMRC Reporting' > P32 Report. You will find a 'Payment reminder' button on the right hand side of the report*. If you click on the button you will have the option to 'Download payment reminder' or 'Send payment reminder' directly from the P32 report.
*please note if you have chosen to have the Payment Reminder on a quarterly basis the button will appear on the last month of each quarter.
If you choose to download the report it will be done in a PDF format.
If you have any questions or feedback, please let us know via support@yourpayroll.co.uk.
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