Thank you for your thoughtful answer. I've had a look at that link but unfortunately it gets me no further than where I have already been - QuickBooks has dodged the whole episode of actually running the payroll. Their guidance stops at the set up, which is easy enough, but give no indication of what to do in running of each payroll.
I avoid phoning them until it's become necessary as it's usually a frustrating experience but I will have to bite the bullet in this case I think.
No - to the payroll details. As I've gone through each of the employees I have entered their salary, and then selected(added into the payroll screen) the Employee's contribution. QuickBooks correctly calculates and deducts the employee's contribution.
What I don't know is where I include the Employer's contribution / get QuickBooks to calculate the employer's contribution so that it shows in the payroll & the reports (and presumably also shows in the employee's payslip). I'm familiar with using Payroll Manager and that works like a charm with all my other AE payroll clients. I haven't found any guidance about how QuickBooks handles pensions beyond how to add in the payroll items.
We use Outlook, and have a folder for each client. Then set up two rules for each client, one for incoming emails that are then posted automatically to the client folder. The other rule is to save a copy of any outgoing email to that client into the client folder as well.
Clients who have many email addresses need a rule for each email address.
It's then really easy to see which client has sent an email and the unread email numbers are shown on the folder list (you could play a sound as well, if that floats your boat). Email conversations are relatively easy to track too.
The inbox is then mostly marketing and general emails plus the spam that manages to get past the spam filter.
It does sometimes seem to be necessary to re-create the rule, which can be rather irritating. It's not proved completely foolproof but works for 95%+ of the time
Just pressed the button on the last one - hooray - and I am completely done in. Same miscreants this year as last.
Now off for nice glass of wine and bar of chocolate. I have been promised a takeaway meal of my choice for the whole family by a grateful client so may go and consider the menus.
I have done quite a bit of moving payroll files from one PC to a laptop and then back again and that's exactly what I do. Works every time (so far), with no message about FPS' not filed. But I suppose if you've had to rebuild you may not have those backup files.
The Moneysoft helpline would ten be my recommended course of action on Monday morning.
I've tried Sage a few times but I find it diabolical. VT is the bee's knees and now that I can file directly from VT with Companies House it's saved me another chunk of time. For tax I use Tax Calc (used to use Drummohr's Tax Assistant) - and the export of data makes it all pretty straightforward.
My answers
That's also my understanding
Thank you for your thoughtful answer. I've had a look at that link but unfortunately it gets me no further than where I have already been - QuickBooks has dodged the whole episode of actually running the payroll. Their guidance stops at the set up, which is easy enough, but give no indication of what to do in running of each payroll.
I avoid phoning them until it's become necessary as it's usually a frustrating experience but I will have to bite the bullet in this case I think.
Not possible for this one, believe me. I wouldn't be using QuickBooks if it weren't necessary...
No - to the payroll details. As I've gone through each of the employees I have entered their salary, and then selected(added into the payroll screen) the Employee's contribution. QuickBooks correctly calculates and deducts the employee's contribution.
What I don't know is where I include the Employer's contribution / get QuickBooks to calculate the employer's contribution so that it shows in the payroll & the reports (and presumably also shows in the employee's payslip). I'm familiar with using Payroll Manager and that works like a charm with all my other AE payroll clients. I haven't found any guidance about how QuickBooks handles pensions beyond how to add in the payroll items.
Me too. I wish I'd looked here before I wasted my time on the phone to HMRC before they hung up on me....
Outlook Rules for incoming & outgoing
We use Outlook, and have a folder for each client. Then set up two rules for each client, one for incoming emails that are then posted automatically to the client folder. The other rule is to save a copy of any outgoing email to that client into the client folder as well.
Clients who have many email addresses need a rule for each email address.
It's then really easy to see which client has sent an email and the unread email numbers are shown on the folder list (you could play a sound as well, if that floats your boat). Email conversations are relatively easy to track too.
The inbox is then mostly marketing and general emails plus the spam that manages to get past the spam filter.
It does sometimes seem to be necessary to re-create the rule, which can be rather irritating. It's not proved completely foolproof but works for 95%+ of the time
Zippetty doo dah day
Just pressed the button on the last one - hooray - and I am completely done in. Same miscreants this year as last.
Now off for nice glass of wine and bar of chocolate. I have been promised a takeaway meal of my choice for the whole family by a grateful client so may go and consider the menus.
Enjoy the rest of the weekend....
VT, Moneysoft and Tax Calc.
That has worked for me
I have done quite a bit of moving payroll files from one PC to a laptop and then back again and that's exactly what I do. Works every time (so far), with no message about FPS' not filed. But I suppose if you've had to rebuild you may not have those backup files.
The Moneysoft helpline would ten be my recommended course of action on Monday morning.
VT and Tax Calc
I've tried Sage a few times but I find it diabolical. VT is the bee's knees and now that I can file directly from VT with Companies House it's saved me another chunk of time. For tax I use Tax Calc (used to use Drummohr's Tax Assistant) - and the export of data makes it all pretty straightforward.