Knowledge Base Payroll Archive - IRIS KashFlow https://www.kashflow.com/support/kbp/ Accounting & Payroll | Free Trial - No Card Required‎ Tue, 19 Dec 2023 18:24:47 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.3 https://www.kashflow.com/wp-content/uploads/2019/11/kashflow-icon-2.png Knowledge Base Payroll Archive - IRIS KashFlow https://www.kashflow.com/support/kbp/ 32 32 NI Rates 2023/24 https://www.kashflow.com/support/kbp/ni-rates-2023-24/ Tue, 19 Dec 2023 18:20:54 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86374 Following the Autumn Statement by the Government, a reduction to most NI rates was introduced from January 6th 2024 This included a new blended rate for Directors Further Information can be found here:  Changes to National Insurance contributions from 6 January 2024 – GOV.UK (www.gov.uk) Rates:

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]]> Scenarios in which KashFlow Payroll Cannot accurately set the contribution rate https://www.kashflow.com/support/kbp/scenarios-in-which-kashflow-payroll-cannot-accurately-set-the-contribution-rate/ Tue, 03 Oct 2023 09:12:04 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86362 Unfortunately, because of the complexities of the new calculation to set the Employee Basic Contribution rate, there are 2 scenarios where KashFlow Payroll cannot guarantee the correct Employee Basic Contribution Rate. The following scenarios will require a payroll user to double check the figures, and manually amend the Employee Basic Contribution rate where applicable Employee […]

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]]> Employee who joined NHS Pension post April 2023 https://www.kashflow.com/support/kbp/employee-who-joined-nhs-pension-post-april-2023/ Tue, 03 Oct 2023 08:27:21 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86359 The following applies to: Normal Staff – paid for a single post –  Employee type 1 Doctor – Assistant/Retainer (Practice is pension provider) – Employee type 5   If an employee has been added to the NHS Pension Scheme post April 6thst 2023, the Employee Basic Contribution rate will be set as follows: The system […]

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]]> New GP Payroll Report https://www.kashflow.com/support/kbp/new-gp-payroll-report/ Tue, 03 Oct 2023 08:17:58 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86356 A new report has been introduced to KashFlow Payroll which will show the contribution rate changes. The report is called Pension Rate Summary, and can be printed from:  Reports | GP Pension Reports | Pension Rate Summary Users will also be prompted to print the report when finalising the last payroll run of September.   […]

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]]> Existing Members of NHS Pension Scheme 22/23 https://www.kashflow.com/support/kbp/existing-members-of-nhs-pension-scheme-22-23/ Mon, 02 Oct 2023 13:11:48 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86351 For Employees who have been in the NHS Pension scheme prior to April 6th 2023: 1.      The system will check the annual rate of pensionable pay for the tax year ending 2022/23 2.      For full time employees, this will be obtained from the following: Full Time Employees: Field 19 of the […]

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]]> New NHS Pension Tiers and Contributions (Scotland) https://www.kashflow.com/support/kbp/new-nhs-pension-tiers-and-contributions-scotland/ Mon, 02 Oct 2023 13:01:56 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86350 New Pension Rate to be used from 1st October 2023 are as follows: Scotland (TABLE 1) Used in respect of members in pensionable employment on the last day of the previous scheme years and the first day of the current scheme year. Tier Pensionable Pay used to determine contribution rate £ Contribution rate (%) 1 […]

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]]> https://www.kashflow.com/support/kbp/86242-2/ Tue, 20 Jun 2023 14:58:30 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86242 We have recently updated the pension tiers for the NHS Pension Scheme for England/Wales for 2023/2024 following the changes announced recently; the changes to the pension tiers apply from 1st April 2023. In addition to this, the AfC Pay Awards have also been announced, also with the instruction to backdate to 1st April 2023. Please […]

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]]> Legislation – Rates and Thresholds 2023/24 https://www.kashflow.com/support/kbp/legislation-2023-24/ Mon, 13 Mar 2023 14:06:20 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86178 Please note, whilst every effort has been made to ensure this information is correct, please check with HMRC if unsure.   Income Tax The 2023/24 tax thresholds will be: England and Northern Ireland Band From To Rate (%) Basic Rate 0.01 37,700.00 20.00 Higher Rate 37,700.01 125,140 40.00 Additional Rate 125,141 Excess 45.00 Wales Band […]

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]]> 2. Messages downloaded – Matching Process https://www.kashflow.com/support/kbp/messages-downloaded-matching-process/ Fri, 10 Feb 2023 09:33:07 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86137 When Kashflow Payroll downloads messages from HMRC, the system will attempt to match the download with employees on your system. The matching process is completed by Kashflow looking at a number of fields, Name, NI Number, Works Number. If the system can find a unique employee based on the details downloaded from HMRC, the record […]

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]]> 1. Downloading messages from HMRC for the 1st time https://www.kashflow.com/support/kbp/downloading-messages-from-hmrc-for-the-1st-time/ Fri, 10 Feb 2023 08:50:49 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86128 To download messages from HMRC (P6,P9,SL1,SL2 etc) –  from the Payroll Menu, select HMRC Notices.   This will then open the HMRC notices page. From here, select Check for DPS Notices   When downloading messages for the 1st time, you will be prompted to enter a date in which you wish to download the messages […]

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]]> 4. Effective date of messages https://www.kashflow.com/support/kbp/effective-date-of-messages/ Thu, 09 Feb 2023 16:08:03 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86153 When downloading from HMRC, you will notice when that messages downloaded from HMRC have an Effective Date. This is the date the message should be actioned from. As you can see on the example below, the Effective Date is highlighted, and the date showing is 11-02-2023. This means the Tax Code should not be changed […]

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]]> 3. Applying messages https://www.kashflow.com/support/kbp/applying-the-message/ Wed, 08 Feb 2023 15:31:42 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=86145 Once a message has been matched to an employee, the final part of the process is to action the change by applying the message. To do this, the first step is to view the message The system will then show up the message downloaded from HMRC. The example below shows that this is a tax […]

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]]> Employee Basic Rate instructions if an employee has a salary increase on or after April 1st, 2022 https://www.kashflow.com/support/kbp/employee-basic-rate-instructions-if-an-employee-has-a-salary-increase-on-or-after-april-1st-2022/ Thu, 13 Oct 2022 15:48:48 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85998 If an employee has received a salary increase in the new tax year 2022\23, the Employee Basic Contribution rate that the system has set will need to be checked and amended if necessary. Example: The pensionable Earnings for an employee for the year ending 21/22 were £16,700 This means the system would set the Contribution […]

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]]> New GP Payroll Report – Pension Rate Summary https://www.kashflow.com/support/kbp/new-gp-payroll-report-pension-rate-summary/ Wed, 21 Sep 2022 09:10:32 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85978 A new report has been introduced to KashFlow Payroll which will show the contribution rate changes. The report is called Pension Rate Summary, and can be printed from:  Reports | GP Pension Reports | Pension Rate Summary Users will also be prompted to print the report when finalising the last payroll run of September.   […]

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]]> Scenarios in which KashFlow Payroll cannot accurately calculate the Employee Basic Contribution rate https://www.kashflow.com/support/kbp/scenarios-in-which-kashflow-payroll-cannot-accurately-calculate-the-employee-basic-contribution-rate/ Wed, 21 Sep 2022 09:01:21 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85977 Unfortunately, because of the complexities of the new calculation to set the Employee Basic Contribution rate, there are 2 scenarios where KashFlow Payroll cannot guarantee the correct Employee Basic Contribution Rate. The following scenarios will require a payroll user to double check the figures, and manually amend the Employee Basic Contribution rate where applicable Employee […]

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]]> Procedures – Existing Members of the NHS Pension Scheme https://www.kashflow.com/support/kbp/procedures-existing-members-of-the-nhs-pension-scheme/ Wed, 21 Sep 2022 08:04:52 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85972 For Employees who have been in the NHS Pension scheme prior to April 6th 2021: 1.      The system will check the annual rate of pensionable pay for the tax year ending 2021/22 2.      For full time employees, this will be obtained from the following: Full Time Employees: Field 28 of the […]

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]]> Procedures – New Members of the NHS Pension Scheme post April 6th 2022 https://www.kashflow.com/support/kbp/procedures-new-members-of-the-nhs-pension-scheme-post-april-6th-2022/ Wed, 21 Sep 2022 07:16:27 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85970 The following applies to: Normal Staff – paid for a single post –  Employee type 1 Doctor – Assistant/Retainer (Practice is pension provider) – Employee type 5   If an employee has been added to the NHS Pension Scheme post April 6thst 2022, the Employee Basic Contribution rate will be set as follows: The system […]

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]]> New NHS Pension Tiers and Contributions https://www.kashflow.com/support/kbp/new-nhs-pension-tiers-and-contributions/ Wed, 21 Sep 2022 07:09:10 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85964 New Pension Rate to be used from 1st October 2022 are as follows:   Please note, at the time of the release of Kashflow Payroll version 1.7.7 (20/09/2022) – NHS Scotland and Northern Ireland are yet to confirm their finalised rates and contributions. We have based the rates on initial indications these agencies provided during […]

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]]> NHS Pension Changes from October 1st 2022 https://www.kashflow.com/support/kbp/nhs-pension-changes-from-october-1st-2022/ Wed, 14 Sep 2022 11:45:14 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85952 Changes to NHS Pension Scheme are required from 1st October 2022.  The main purpose of the changes include using actual pensionable pay instead of Whole Time Equivalent to set pension rates, and changing the pay tiers on which pension rates are determined.  These changes were originally planned to be implemented in April 2022 but were […]

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]]> New 2022/2023 NI codes for new freeport workers and veterans https://www.kashflow.com/support/kbp/new-2022-2023-ni-codes-for-new-freeport-workers-and-veterans/ Tue, 29 Mar 2022 17:23:29 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85804 The tax year 2022/2023 sees 5 (yes 5) new NI codes being introduced by HMRC. 4 are to cover NI relief for employees in freeports. The fifth is code V for employees claiming NI relief when employing veterans into their first civilian role. Existing NI codes As a quick recap, we already had 7 common […]

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]]> RDE2 https://www.kashflow.com/support/kbp/rde2/ Tue, 29 Mar 2022 17:12:14 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85803 Please follow this link to find more details on RDE2 when adding company car details RDE2 You can always ask the manufacturer of the vehicle also as they can confirm if a vehicle is within RDE2 guidelines

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]]> Legislation Rates and Allowances for tax year 2022/2023 https://www.kashflow.com/support/kbp/legislation-rates-and-allowances-for-tax-year-2022-2023/ Tue, 29 Mar 2022 17:05:00 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85801 Please note, whilst every effort has been made to ensure this information is correct, please check with HMRC if unsure.   Income Tax The Budget confirmed that the income tax bands of taxable income for 2022/2023 not be changed. This means that the 2022/23 tax thresholds will be: England and Northern Ireland Band From To […]

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]]> NHS Pension & 24 Hr Retirement https://www.kashflow.com/support/kbp/nhs-pension-24-hr-retirement/ Tue, 24 Aug 2021 09:32:15 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85641 In order for the NHS Pensions Agency to calculate the pension correctly, we have forward calculate the  pensionable pay in order to submit the final year of earnings. We also need to prevent sending it via RTI to the government and without it affecting other staff. Go to Company > Setup Details > Government > Enable […]

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]]> Retirement of KashFlow HMRC credentials https://www.kashflow.com/support/kbp/retirement-of-kashflow-hmrc-credentials/ Wed, 04 Aug 2021 11:10:44 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85631 We will shortly be turning off the ability to use our KashFlow credentials to submit your HMRC notifications. You will now need to enter your own company credentials. This is to enable new functionality to have automatic downloads from HMRC. You can do this from: Set Up details > Government > Online Filing > Use […]

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]]> Legislation Rates and Allowances for tax year 2021/2022 https://www.kashflow.com/support/kbp/legislation-rates-and-allowances-for-tax-year-2021-2022/ Wed, 14 Apr 2021 14:25:45 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=85408 Please note, whilst every effort has been made to ensure this information is correct, please check with HMRC if unsure. Income Tax Tax Bands rest of UK Rate Band(£) 20% 0 – 37,700 40% 37,701 – 150,000 45% Over 150,000   Tax Bands Wales Rate Band(£) 20% 0 – 37,700 40% 37,701 – 150,000 45% […]

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]]> Furlough Extension – Everything you need to know https://www.kashflow.com/support/kbp/furlough-extension-everything-you-need-to-know/ Wed, 04 Nov 2020 10:17:19 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84953 Further to the Government’s announcement on Sunday 1st November, regarding the extension to the Furlough scheme, we would like to keep you informed on how we will be supporting you. What are the latest changes? The Furlough scheme has been extended.  The rules for Furlough claims will be the same as those processed in August: […]

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]]> KashFlow Payroll release 1.5.4 https://www.kashflow.com/support/kbp/kashflow-payroll-release-1-5-4/ Thu, 29 Oct 2020 09:53:39 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84931 Job Security Scheme Payments With the initial proposed introduction of the Job Support Scheme we have added two new pay elements to reflect this, however,  as the Government have now put a further full lockdown in place and extended the existing furlough process to 2021 these pay elements will not be needed until further notice. […]

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]]> COVID-19 Job Support Scheme Payroll Processing Changes https://www.kashflow.com/support/kbp/covid-19-job-support-scheme-payroll-processing-changes-01-11-20/ Fri, 16 Oct 2020 09:24:31 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84921 Coronavirus Job Retention Scheme The Coronavirus Job Retention Scheme (CJRS) or Furlough Scheme ends on the 31st October 2020. The scheme will be replaced by the Job Support Scheme and the Job Support Scheme Expansion. Job Retention Bonus For every eligible employee you furloughed and claimed for through the Coronavirus Job Retention Scheme (CJRS) and […]

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]]> KashFlow Payroll Release 1.5.1: Furlough Update https://www.kashflow.com/support/kbp/kashflow-payroll-release-1-5-1-furlough-update/ Fri, 10 Jul 2020 04:43:31 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84752 Welcome to KashFlow Payroll Release 1.5.1. This update of the software concerns the support for the latest changes to furlough legislation from HMRC in KashFlow Payroll, making it easier to calculate what you can claim back from the government, using the Coronavirus Job Retention Scheme.   Further information can be found here.   The Coronavirus Job Retention Scheme has been […]

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]]> KashFlow Payroll 1.5.0 Release Notes https://www.kashflow.com/support/kbp/kashflow-payroll-1-5-0-release-notes/ Thu, 11 Jun 2020 19:51:19 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84724 Welcome to release 1.5.0. This update of the software includes enhancements relating to starters and leavers: Starter checklist wording updated Payments after leaving Starter checklist wording updated The wording when creating new starters has been improved to make it clearer which choice should be chosen. Payments After Leaving You may still need to make payments […]

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]]> KashFlow Payroll 1.4.9 Release Notes https://www.kashflow.com/support/kbp/kashflow-payroll-1-4-9-release-notes-furlough-pay/ Tue, 28 Apr 2020 13:45:14 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84672 Welcome to release 1.4.9. This update of the software includes some new features and enhancements relating to the processing of furlough payments: Add furlough pay and associated top-ups to a payslip: use the furlough top-up payslip item Record furloughed dates for an employee Create a claim for furlough pay: setup a claim period view and […]

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]]> COVID-19 and Furloughed Employee Payroll Processing Changes https://www.kashflow.com/support/kbp/covid-19-and-furloughed-employee-payroll-processing-changes/ Thu, 02 Apr 2020 15:32:30 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84578 Contents This document aims to give you guidance on processing payments in KashFlow Payroll with respect to changes in legislation and HMRC recommendations in the current climate. Topics currently included: Temporarily Stop Deduction of Direct Earnings Attachments (DEA) Furlough Payments Temporarily Stop Deduction of Direct Earnings Attachments (DEA)   The Department of Work and Pensions […]

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]]> Legislation Update March 2020 – Release Notes https://www.kashflow.com/support/kbp/legislation-update-march-2020-release-notes/ Sun, 22 Mar 2020 19:26:05 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84462 Welcome to your software update for Tax Year 2020/2021. This update of the software includes some new features and enhancements, together with any necessary legislative changes.  These notes provide information on all the improvements to the software. For details of changes to Rates and Allowances, click here. P60 changes and delivery via ESS, details below […]

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]]> Legislation Rates and Allowances for Tax Year 2020/2021 https://www.kashflow.com/support/kbp/legislation-rates-and-allowances-for-tax-year-2020-2021/ Sun, 15 Mar 2020 14:35:06 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84434 Please note, whilst every effort has been made to ensure this information is correct, please check with HMRC if unsure. Income Tax Tax Bands rest of UK Rate Band(£) 20% 0 – 37,500 40% 37,501 – 150,000 45% Over 150,000   Tax Bands Wales Rate Band(£) 20% 0 – 37,500 40% 37,501 – 150,000 45% […]

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]]> Coronavirus: Changes to Sick pay as a result of Covid-19 https://www.kashflow.com/support/kbp/coronavirus-changes-to-sick-pay-as-a-result-of-covid-19/ Thu, 12 Mar 2020 13:58:47 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84433 On the 4th of March, to combat the spread of Coronavirus, the Government announced that workers will receive statutory sick pay from their first day off, not the fourth. This means that employee’s will not have any waiting days associated with their SSP calculation. What does this mean? Here we will assume the 2020/2021 SSP […]

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]]> Budget 2020 Delayed https://www.kashflow.com/support/kbp/budget-2020-delayed/ Tue, 25 Feb 2020 11:20:00 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84315 Update 11/03/2020 @16:00 The day is finally here for the 2020 budget and thankfully, there are no major surprises.  The only last-minute change is the increase in employment allowance from £3,000 to £4,000.   Please be aware that this increase may impact your ability to claim Employment Allowance. If you wish to continue claiming, then you […]

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]]> KashFlow Payroll 1.4.6 Release Notes https://www.kashflow.com/support/kbp/kashflow-payroll-1-4-6-release-notes/ Thu, 21 Nov 2019 18:32:23 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84241 This update of the software includes some new features and enhancements, together with any necessary legislative and maintenance changes.  These notes provide information on improvements to the software. Holiday Pay Scheme We have included the ability to include a Holiday Pay Scheme for your company and pay employees holiday based on their entitlement.  The changes […]

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]]> Employee Level Holiday Scheme Configuration https://www.kashflow.com/support/kbp/employee-level-holiday-scheme-configuration/ Thu, 21 Nov 2019 18:32:03 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84252 Purpose/Background The employee Holiday Configuration is found under the Holiday Configuration tab in the Employees | Calendar & Leave menu is laid out in a similar manner to the Company Level Holiday Scheme Configuration. Where a Company Level Holiday scheme exists and the employee has been created after the scheme was saved, the values from […]

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]]> Holiday Pay Payslip Items https://www.kashflow.com/support/kbp/holiday-pay-payslip-items/ Thu, 21 Nov 2019 18:31:35 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84255 Automatic Holiday Pay An Automatic Holiday Pay payslip item will be added to a payslip when there is holiday to pay in that period. Edit both the Holiday Pay and Number of Units on the automatic Holiday Pay payslip item if needed. If you edit the number of Units (Hours/Days/Weeks) within the payslip item the […]

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]]> Holiday Pay Reports https://www.kashflow.com/support/kbp/holiday-pay-reports/ Thu, 21 Nov 2019 18:31:09 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84256 The holiday reports can be found in the Absence tab under Reports | Employee menu option. Absence Report This report allows you to view employees with holidays within a specified date range. It displays the diary days (the number of days entered in the calendar) along with the Actual days (the number of days taken […]

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]]> Company Level Holiday Scheme Configuration https://www.kashflow.com/support/kbp/company-level-holiday-scheme-configuration/ Thu, 21 Nov 2019 18:30:37 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=84246 Purpose/Background Set up a Company Level Default Holiday Scheme. Any values that are saved on this screen are carried over to all employees that are created after the Company Level scheme is saved but are not applied to existing employees. If the Company Level Holiday Scheme is turned off, then no holiday scheme will be […]

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]]> September Update v1.4.4 – Release Notes https://www.kashflow.com/support/kbp/september-update-v1-4-4-release-notes/ Wed, 04 Sep 2019 08:13:51 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=83983 This update of the software includes some new features and enhancements, together with any necessary legislative changes.  These notes provide information on improvements to the software. ShPP fields added to Company Opening Balances screen Shared Parental Pay is now included on the Company Opening Balances screen. Remove AE Setup You now have the ability to […]

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]]> July Update for Tax Year 2019/2020 – Release Notes https://www.kashflow.com/support/kbp/july-update-for-tax-year-2019-2020-release-notes/ Thu, 18 Jul 2019 15:53:07 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=83825 Welcome to your July update for Tax Year 2019/2020. This update of the software includes some new features and enhancements, together with any necessary legislative changes.  These notes provide information on improvements to the software. Statutory Payments – Evidence seen flags Statutory Maternity Pay When you click Finalise period, if an employee is receiving SMP […]

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]]> Legislation Update February 2019 – Release Notes https://www.kashflow.com/support/kbp/legislation-update-february-2019-release-notes/ Thu, 28 Feb 2019 17:04:29 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=82380 Welcome to your software update for Tax Year 2019/2020. This update of the software includes some new features and enhancements, together with any necessary legislative changes.  These notes provide information on all the improvements to the software. For details of changes to Rates and Allowances, click here. The rates and bands in the software for […]

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]]> Legislation Rates and Allowances for Tax Year 2019/2020 https://www.kashflow.com/support/kbp/legislation-rates-and-allowances-for-tax-year-2019-2020/ Thu, 28 Feb 2019 17:01:44 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=82362 Please note, whilst every effort has been made to ensure this information is correct, please check with HMRC if unsure. Income Tax Tax Bands rest of UK Rate Band(£) 20% 0 – 37,500 40% 37,501 – 150,000 45% Over 150,000   Tax Bands Wales Rate Band(£) 20% 0 – 37,500 40% 37,501 – 150,000 45% […]

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]]> KashFlow Payroll GP – Getting Started Guide https://www.kashflow.com/support/kbp/kashflow-payroll-gp-getting-started-guide/ Tue, 26 Feb 2019 16:21:59 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=82370 Below is a link to the KashFlow Payroll GP Getting Started Guide which will help guide you to setting up your new KashFlow Payroll subscription ready to run payroll.   Kashflow Payroll – Getting Started – GPP

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]]> September Update for Tax Year 2018 – 2019 https://www.kashflow.com/support/kbp/september-update-tax-year-2018-2019/ Tue, 11 Sep 2018 19:00:07 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81754 In this release, we have added the ability to run payrolls for GP practices. You will need to purchase a GP Licence to enable this new content. Please contact our Sales team on 0344 815 5660 for more information. We have added new functionality in other areas, which we will also detail in these notes. […]

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]]> How do I notify my Pension Provider an employee has opted out? https://www.kashflow.com/support/kbp/i-notify-pension-provider-employee-opted/ Thu, 23 Aug 2018 14:55:05 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81744 It is the employee who must contact the pension provider to inform them they wish to opt-out and get an “opt-out notice“. This opt-out notice will then be passed to the company for action in payroll, either via the employee or directly from the provider. The following contains more detailed information from The Pensions Regulator: Before a […]

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]]> What to do if you have no NI number for new starter https://www.kashflow.com/support/kbp/no-ni-number-new-starter/ Thu, 23 Aug 2018 14:50:38 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81742 The lack of an NI number on an employee record will not prevent you from sending an FPS. If you do have a new starter and no NI number make sure you complete the rest of the personal details accurately as HMRC will use these to confirm the NI number with yourselves. If you include an employee […]

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]]> No P60’s produced for leavers https://www.kashflow.com/support/kbp/no-p60s-produced-leavers/ Thu, 23 Aug 2018 14:46:52 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81741 At the end of the tax year none of the leavers in KashFlow have had a P60 produced. This is correct. Only active employees at the end of the tax year will get a P60. For any leavers during the tax year the P45 issued at the time of leaving replaces the P60.

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]]> NI Rate X is showing on employees P60 https://www.kashflow.com/support/kbp/ni-rate-x-showing-employees-p60/ Thu, 23 Aug 2018 14:44:28 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81740 HMRC expects an X code to be entered if the employee’s earnings are below the Lower Earnings Limit (LEL) for national insurance, irrespective of the national insurance code allocated to the employee.

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]]> How do I change my email address/login details? https://www.kashflow.com/support/kbp/i-change-email-address-login-details/ Thu, 23 Aug 2018 08:44:04 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81730 To change the KashFlow registered user email (also used as the login username), first, click on the cog wheel icon in the top right-hand corner of the screen. Click “My Profile” and then “Change” next to the current email address: This will then activate the email field so you can overtype your new email address. […]

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]]> Small Employer Relief: Statutory Payment Recovery & Compensation https://www.kashflow.com/support/kbp/statutory-payment-recovery-compensation-rules/ Wed, 22 Aug 2018 15:14:39 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81726 Small Employer Relief Status A companies small employer relief status will dictate what they can claim from HMRC when paying employee statutory payments. A company would qualify for small employers relief if the total NIC (National Insurance Contributions) bill (Ee’s + Er’s) for the previous tax year is less than £45,000. If the total NIC […]

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]]> How to Restore back to previous payroll periods https://www.kashflow.com/support/kbp/restore-back-previous-payroll-periods/ Wed, 22 Aug 2018 11:59:04 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81723 In order to restore the period, you will need to go to “Payroll“| “Payslips and periods“|”Finalised Periods” Click on the most recent Payroll run and click “Restore“. You will need to tick the box to confirm you want to restore and then click “Restore“. If you need to restore back further than the last period […]

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]]> How do I process a Week 53? https://www.kashflow.com/support/kbp/i-process-week-53/ Wed, 22 Aug 2018 09:10:19 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81722 Week 53 If you run a weekly payroll you might find you need to complete an additional period after week 52 to finish your PAYE tax year. If your normal repeating pay date falls on the 5th April you have to complete the additional period for your tax year to be complete. When it is a leap […]

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]]> How to set Directorship & Directors NI Calculation https://www.kashflow.com/support/kbp/directors-ni-calculated/ Wed, 22 Aug 2018 08:58:09 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81720 Directors If the employee is or has been, a director since 6th April then KashFlow Payroll needs to know the date that the directorship started (and ended if in the current Tax Year) and the NIC Calculation Method (National Insurance Contributions).  A director can choose to have their NICs calculated in one of two ways: […]

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]]> What is a Week 1 / Month 1 Tax Code? https://www.kashflow.com/support/kbp/week-1-month-1-tax-code/ Tue, 21 Aug 2018 15:00:54 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81719 What is a week 1/ month 1 tax code? How is this calculated differently from a normal tax code? When you use the option week 1/ month 1 with a tax code the software will calculate an employees tax based only on the taxable pay they receive in that pay period and their tax-free allowance for that […]

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]]> My RTI Online Filling progress has stopped at 10% https://www.kashflow.com/support/kbp/rti-online-filling-progress-stopped-10/ Tue, 21 Aug 2018 13:10:43 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81717 After finalising a pay period the RTI online filling progress bar stops at 10%. This is because the pay period has been finalised in advance of the pay date. Once the pay date is reached Kashflow will automatically complete the submission. The progress meter will update to 100% and confirmation emails will be received at the […]

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]]> How to activate Student Loan Deductions https://www.kashflow.com/support/kbp/activate-student-loan-deductions/ Tue, 21 Aug 2018 12:04:42 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81714 To activate student loan deductions, first, select the appropriate employee from the list at the top of your screen: With the employee selected go to “Employees” | “Details” | “Government” You then need to select which student loan plan type to use. Student Loan Plan Type As of the 2016/17 tax year, there is now an […]

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]]> How to change your pay date https://www.kashflow.com/support/kbp/change-pay-date/ Tue, 21 Aug 2018 11:38:27 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=81712 Your company pay date options are managed from “Company” | “Setup Details” | “Payroll Control” Here you can alter your current pay date and, if necessary, the repeating pattern of the default pay date. You can also activate or deactivate pay frequencies if, for example, you wanted to move from a weekly to a monthly payroll or visa versa. […]

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]]> Sending an Earlier Year Update (EYU) https://www.kashflow.com/support/kbp/sending-earlier-year-update-eyu/ Wed, 18 Apr 2018 13:47:29 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=80989 An earlier year update (EYU) is used to correct the PAYE totals for an individual employee for a previous tax year. Before beginning, a few things to note: • The EYU sends only employee data. Company-level information such as ceased trading date, apprenticeship levy, etc is not included on an EYU. • If you are correcting statutory payment recovery […]

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]]> Uplifting AE Pension Contribution Values https://www.kashflow.com/support/kbp/uplifting-ae-pension-contribution-values/ Tue, 27 Mar 2018 14:32:58 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=80765 From the 6th April 2018 the minimum employee and employer contributions for automatic enrolment pensions are increasing, this is known as Phasing.  During the Year-end Restart Process a warning message will be displayed advising you to check your contribution rates – it is important that you carry this out to comply with the regulations. The […]

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]]> Payroll Year-End 2017/18 https://www.kashflow.com/support/kbp/payroll-year-end-2017-18/ Mon, 26 Mar 2018 09:02:20 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=80744 Steps to complete End of Year in Kashflow payroll for tax year 2017/18 Go to Company> Payments & Receipts and check the previous payments to HMRC are correct. Enter payroll details for Month 12/Week 52 If you have any employees leaving in Month 12/Week 52 that you do not intend to pay in the 2018/19 […]

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]]> Legislation Update February 2018 – Release Notes https://www.kashflow.com/support/kbp/legislation-update-march-2018-release-notes/ Wed, 14 Mar 2018 09:00:17 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=80377 Welcome to your software update for Tax Year 2018/2019. Rates and bands for tax, NI, Statutory Payments, Student Loans etc., have been updated for 2018/2019 and the VCA Car Database & CO2 Emission Values have been renewed. You can see the values here. We have also made the following changes: Income Tax We have added […]

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]]> Legislative Rates and Allowances for 2018/2019 https://www.kashflow.com/support/kbp/legislative-rates-allowances-2018-2019/ Wed, 14 Mar 2018 09:00:06 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=80374 Please note, whilst every effort has been made to ensure this information is correct, please check with HMRC if unsure. Income Tax Tax Bands Rate Band(£) 20% 0 – 34,500 40% 34,501 – 150,000 45% Over 150,000   Tax Bands Scotland Rate Band(£) 19% 0 – 2,000 20% 2,000 – 12,150 21% 12,151 – 31,580 […]

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]]> Having trouble logging in? https://www.kashflow.com/support/kbp/having-trouble-logging-in/ Wed, 21 Feb 2018 11:28:44 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=80556 Forgotten password or memorable word If you have forgotten your password or memorable word you can click on Forgot Password? on the login page, which will send you an email with a link to allow you to reset the details.   Blank or white screen (no error message) As the software is regularly updated (via data entry […]

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]]> Default Pension Scheme https://www.kashflow.com/support/kbp/default-pension-scheme/ Tue, 12 Dec 2017 14:34:02 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=79881 The default pension scheme setting can only be changed if the current default scheme does not have employees associated with it and if there is a staging date entered. If you are unable to change your default pension scheme please double check no employees are still assigned to that fund.

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]]> Automatic Enrolment Duties for New Employers https://www.kashflow.com/support/kbp/automatic-enrolment-duties-new-employers/ Thu, 05 Oct 2017 08:23:19 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=79368 Duties for new employers New employers have tasks that they must complete in order to comply with their automatic enrolment legal duties, as soon as they employ their first member of staff. If you become an employer for the first time on or after 1 October 2017, you will immediately have legal duties for the new […]

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]]> Resend failed RTI submissions https://www.kashflow.com/support/kbp/resend-failed-rti-submissions/ Thu, 21 Sep 2017 14:36:41 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=79284 New functionality has been introduced to Kashflow payroll which will allow users to resend RTI submissions without needing to rollback. Found in Payroll | Online Filing | Submission Details, if your RTI submission was rejected by HMRC you will have the opportunity to either “Resubmit XML” or “Update PAYE“. Resubmit XML This option will be […]

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]]> Software Update September 2017 – Enhancements https://www.kashflow.com/support/kbp/software-update-september-2017-enhancements/ Thu, 21 Sep 2017 12:41:10 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=79239 The key user features introduced with this update are: Re-Submit failed RTI messages Include CIS Deductions Suffered on the EPS

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]]> CIS Deductions Suffered https://www.kashflow.com/support/kbp/cis-deductions-suffered/ Thu, 21 Sep 2017 12:39:29 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=79278 CIS Deductions suffered appear on the EPS because you are allowed to reduce your PAYE costs to HMRC by the value of any tax deduction that was automatically made from your invoices by a contractor. You must first enable CIS Deductions under the Government tab of your company setup details. Next, when you finalise a tax period […]

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]]> Software Update March 2017 – Corrections https://www.kashflow.com/support/kbp/software-update-march-2017-corrections/ Wed, 08 Mar 2017 00:18:43 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=77188 The pension rules text for Relief at Source, Salary Sacrifice and Net Pay Arrangement are are now displayed correctly.

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]]> Software Update March 2017 – Enhancements https://www.kashflow.com/support/kbp/software-update-march-2017-enhancements/ Wed, 08 Mar 2017 00:17:46 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=77189 Users are now allowed to remove an employee from a pensions scheme discarding all related Auto Enrolment information. New validation rules added to prevent invalid Auto Enrolment information being added Users are now allowed to manually enter Auto Enrolment Opening Balances EPS submission will be delayed until the ceased trading date is reached.

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]]> Software Update March 2017 – Legislative Updates https://www.kashflow.com/support/kbp/software-update-march-2017-lg/ Tue, 07 Mar 2017 23:37:55 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=77186 Income Tax Tax Code Uplift There have been changes to the annual tax allowance. The tax codes have been increased depending on the tax code suffix. The standard L rate has been increased by £400. This means the new standard tax code is 1150L. M tax codes have increased by £550 while N tax codes […]

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]]> Payroll Software Update (March 8th 2017) https://www.kashflow.com/support/kbp/software-update-march-2017/ Tue, 07 Mar 2017 23:08:11 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=77181 The KashFlow Payroll system is regularly updated in line with compliance and legislative changes and workflow improvements for all our clients. Please find below relevant information on this software release.   Legislative Changes Enhancements Corrections   KashFlow Payroll Support Email: support@kashflowpayroll.com

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]]> Payslip Batch Process https://www.kashflow.com/support/kbp/payslip-batch-process/ Thu, 17 Nov 2016 14:58:37 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=75662 This functionality has been introduced to enable user’s process payslip for employees, in a simple and fast way. The new functionality will enable you to process and undo payslips in batch. Batch processing will also enable you to navigate and work in a different area while batch process is running. Processing Selected Payslip In order […]

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]]> Software Update April 2016 https://www.kashflow.com/support/kbp/software-update-april-2016/ Tue, 08 Mar 2016 10:13:46 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=73320 This update of the software is focused on legislation amendments. These notes provide information on all the improvements we have made. Income Tax National Insurance Statutory Payments Employment Allowance SCON and ECON Student Loan RTI Removal of late reporting reason code E DEA Higher Rate Earnings Arrestment (Scotland) Changes If you encounter any software difficulties, […]

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]]> Software Update April 2016: Further Updates https://www.kashflow.com/support/kbp/software-update-april-2016-further-updates/ Tue, 08 Mar 2016 10:12:19 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=73326 This update of the software is focused on legislation amendments. These notes provide information on all the improvements we have made. Employment Allowance The Employment Allowance has been increased from £2000 to £3000 in the tax year, providing you are still eligible. To check that you are claiming Employment Allowance, go to Company, Setup Details, […]

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]]> Software Update April 2016: Statutory Payments https://www.kashflow.com/support/kbp/software-update-april-2016-statutory-payments/ Tue, 08 Mar 2016 10:06:53 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=73323 This update of the software is focused on legislation amendments. These notes provide information on all the improvements we have made. APP Removal Additional paternity leave was abolished in relation to children with an EWC on or after 5th April 2015. APP has now been removed from KashFlow Payroll to reflect this. Statutory Rates The […]

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]]> Software Update April 2016: National Insurance https://www.kashflow.com/support/kbp/software-update-april-2016-national-insurance/ Tue, 08 Mar 2016 09:59:26 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=73322 This update of the software is focused on legislation amendments. These notes provide information on all the improvements we have made. UAP Removal From 6th April 2016, following changes by the Chancellor announced in the Autumn Statement 2015, employers will no longer be required to report NI Earnings between the (PT) Primary Threshold and (UT) […]

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]]> Software Update April 2016: Income Tax https://www.kashflow.com/support/kbp/software-update-april-2016-income-tax/ Tue, 08 Mar 2016 09:56:58 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=73321 This update of the software is focused on legislation amendments. These notes provide information on all the improvements we have made. Scottish Rate of Income Tax (SRIT) The Scotland Act 2012 gives the Scottish Parliament the power to set the Scottish rate of income tax. The Scottish rate of income tax (SRIT) comes into effect […]

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]]> Payslip Item – Redundancy Pay https://www.kashflow.com/support/kbp/payslip-item-redundancy-pay/ Thu, 07 Jan 2016 11:03:00 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=73019 This article will guide you through the process of adding a Redundancy Pay item on your payslip. To record a non-taxable and NI-able item, you will need to do the following: 1. Access the Payroll tab in the left-hand side menu. 2. Navigate to Payslips & Periods. 3. Click on Create payslip next to the relevant employee. 4. Click on […]

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]]> Payslip Item – Exempt from NI Deductions https://www.kashflow.com/support/kbp/payslip-item-exempt-from-ni-deductions/ Tue, 29 Dec 2015 16:07:04 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=72961 This article will guide you through the process of selecting a payslip item that would be subject to tax deductions, but it will be exempt from NI deductions. In order to do so, please follow the instructions below: 1. Please access the Payroll tab in the left-hand dropdown menu. 2. You will then need to navigate to Payslips […]

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]]> How to cease PAYE Scheme https://www.kashflow.com/support/kbp/cease-paye-scheme/ Tue, 29 Dec 2015 15:55:43 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=72959 This article guides you through the process of ceasing your company’s PAYE scheme. You will need to complete the steps below straight away if your business stops employing people. To begin, select the Company in the left-hand side navigation and then select Setup details > Payroll Control > Cease Trading > ‘Yes’ > Enter in […]

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]]> Statutory Leave for Paternity https://www.kashflow.com/support/kbp/statutory-leave-for-paternity/ Wed, 02 Dec 2015 12:57:48 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=72723 This article will guide you through the process of recording employee statutory leave for paternity. While looking at the company dashboard, click on the ‘Go to employee’ drop down at the top of the page and select the employee. The next page will contain an overview of their details. You then need to select the Employee option in the left-hand […]

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]]> Statutory Maternity Pay and Leave https://www.kashflow.com/support/kbp/statutory-leave-for-maternity/ Wed, 02 Dec 2015 12:48:08 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=72717 This article guides you through the process of recording employee statutory leave for maternity. From the company dashboard, click on the Go to employee drop down at the top of the page and select the employee. The next page contains an overview of their details. Select Employee in the left-hand side menu and navigate to Calendar & leave | […]

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]]> Statutory Reports – P45 & P60s https://www.kashflow.com/support/kbp/statutory-reports/ Wed, 02 Dec 2015 12:17:45 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=72712 This article will guide you through the process of generating and accessing your employees’ P45 and P60 reports. P45 You can print the P45 report from two different locations: Payroll > Statutory > P45 Employees > Overview Either option opens up a panel where you need to click on the ‘All leavers’ tab at the top in order to find the employee record. […]

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]]> Statutory Sick Pay https://www.kashflow.com/support/kbp/statutory-sick-pay/ Wed, 02 Dec 2015 11:38:45 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=72706 This article will guide you through the process of recording employee statutory sick leave. It will help you work out what sick pay is required and add this information in the employee’s record. While looking at the company dashboard, click on the ‘Go to employee’ drop down at the top of the page and select the employee. The next page will […]

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]]> Employee Crosstab Report https://www.kashflow.com/support/kbp/employee-crosstab-report/ Wed, 02 Dec 2015 10:58:10 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=72704 This article will guide you through on how you can view employee payslips with Employer NI contribution. From the drop down on the left-hand side, navigate to Reports > Payroll. The panel on the right will contain a list of your company’s paydates. Select the paydate(s) you wish to create a breakdown for and click ‘Generate’. To search […]

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]]> Deleting an Employee Record https://www.kashflow.com/support/kbp/deleting-an-employee-record/ Wed, 02 Dec 2015 10:30:09 +0000 https://www.kashflow.com/?post_type=cpt_kbp&p=72702 This article will guide you through the procedure of deleting an employee record. This may be needed if you created a record for an employee who never started with the company, or if you created a duplicate in error. To begin, you need to click on the Employee option in the left-hand side menu and select ‘Overview’. You will then have to click on […]

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]]> Payments & Receipts https://www.kashflow.com/support/kbp/payments-receipts/ Thu, 27 Aug 2015 13:11:48 +0000 http://www.kashflow.com/?post_type=cpt_kbp&p=72108 This article will talk you through the Payments & Receipts area in KashFlow Payroll. You can Manage and view payments to, and receipts from, Government bodies, for example, payment of taxes to and receipts from HMRC for statutory funding. In Company -> Payments & Receipts -> Governments tab the amounts displayed in the Payment section […]

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]]> Getting Started Guide https://www.kashflow.com/support/kbp/getting-started-guide/ Mon, 03 Aug 2015 12:56:01 +0000 http://www.kashflow.com/?post_type=cpt_kbp&p=72035 Attached below is a PDF of our Getting Started Guide for KashFlow Payroll. This guide will assist you in getting set up as well as talk you through the product. KFP-Getting-Started-Guide

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]]> Auto Enrolment – Output Files https://www.kashflow.com/support/kbp/auto-enrolment-output-files/ Fri, 29 May 2015 13:36:24 +0000 http://www.kashflow.com/?post_type=cpt_kbp&p=71696 Once you have completed each payroll run with Automatic Enrolment, you will need to communicate with your chosen provider to inform them of contributions made, opt-outs, joiners and leavers etc. You must first configure your system to generate the correct output file; You must also ensure that you have asked KashFlow Payroll to generate your […]

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]]> Profile & Password https://www.kashflow.com/support/kbp/profile-password/ Wed, 27 May 2015 16:26:01 +0000 http://www.kashflow.com/?post_type=cpt_kbp&p=71639 Under Settings > Profile and Password you have the ability to edit your Profile such as Name, Number and email, also change your password. In addition to changing your password you will see your Support reference and Customer reference. This is needed when you contact Support, so we can verify your account.  

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]]> How can I change my password? https://www.kashflow.com/support/kbp/can-change-password/ Wed, 27 May 2015 16:24:06 +0000 http://www.kashflow.com/?post_type=cpt_kbp&p=71643 If you have forgotten your password and cannot log into KashFlow If you are looking to change your password for your KashFlow Payroll account you can do so here. You will then need to enter the email address you use to sign in to KashFlow Payroll. Your new password will be sent to your email […]

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]]> Holiday Pay https://www.kashflow.com/support/kbp/statutory-leave/ Wed, 27 May 2015 13:19:03 +0000 http://www.kashflow.com/?post_type=cpt_kbp&p=71623 There is no code to record Statutory Leave in KashFlow Payroll, what you would need to do is click onto the payslip then Add new item> New item> Basic> Other. The name ‘Other Basic Pay’ will populate the field. You can overtype the text to show Holiday Pay. Other then this the statutory leave will […]

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]]> Earlier Year Update https://www.kashflow.com/support/kbp/earlier-year-update/ Thu, 26 Mar 2015 10:02:31 +0000 http://www.kashflow.com/?post_type=cpt_kbp&p=70750 You must finalise your final 2015-16 pay dates before 19 April 2016 to avoid having to complete an Earlier Year Update. If you are unable to provide all submissions by this date, you will need to manually submit an Earlier Year Update (EYU). This is a time consuming process and therefore we urge you to […]

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]]> Automatic Enrolment: Generating Communications https://www.kashflow.com/support/kbp/automatic-enrolment-generating-communications/ Wed, 25 Mar 2015 14:30:19 +0000 http://www.kashflow.com/?post_type=cpt_kbp&p=70738 Generate and Send Communications In order to remain compliant you must generate pre-approved communications to employees. These can be generated under the ‘Pension and AE’ tab. Once the payroll run has been finalised, comms generated can be viewed and printed to be sent. There are 4 standard letters that will be generated automatically by the […]

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]]> Automatic Enrolment: Assessment of Employees https://www.kashflow.com/support/kbp/automatic-enrolment-assessment-of-employees/ Wed, 25 Mar 2015 11:36:09 +0000 http://www.kashflow.com/?post_type=cpt_kbp&p=70735 Automatic assessment of employees is carried out within a normal payroll run, once your AE setup is fully complete, based on the criteria listed below; Employee is aged between 22 and state pension age Employee earns more than £10,000 a year Employee works in the UK Assessment must take place within each payroll run to […]

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]]> Automatic Enrolment: AE Setup Wizard https://www.kashflow.com/support/kbp/automatic-enrolment-ae-setup-wizard/ Wed, 25 Mar 2015 10:58:09 +0000 http://www.kashflow.com/?post_type=cpt_kbp&p=70725 Using the AE Setup wizard, enter details of your chosen pension scheme, contribution amounts and staging date/postponement arrangements Welcome Ensure relevant information is available. Setup Wizard will direct you to the relevant source of information, should you require any further details please visit www.thepensionsregulator.gov.uk Staging Date Enter your staging date, excluding any postponement period. You […]

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