IRIS Payroll Business

Transcription

1 18/02/2014 IRIS Payroll Business Getting Started Tutorial - Creating a Company 16/02/2015

2 Getting Started Tutorial Creating a Company The IRIS Payroll Business Getting Started Tutorials are designed to guide you through common payroll tasks using step by step instructions. Remember there is a Help button on most screens, which will always give assistance specific to that task. In this tutorial we assume that the Ribbon is fully expanded, (i.e. IRIS Payroll Business is maximised, taking up the whole of your screen) so you should be able to see the buttons and groups in full. IRIS Payroll Business maximised Smaller IRIS Payroll Business screen Creating a Company When you first run IRIS Payroll Business, you are required to create a Company with a few minimum details, which are highlighted in orange, (although you can cancel that process, if you need to). This tutorial explains how to add further company details after that initial set up, as well as how to create a brand new company from scratch. Creating a Company when you first run IRIS Payroll Business If you have just installed IRIS Payroll Business and are running it for the first time, you will see a blank company form with some fields highlighted in orange. These highlighted fields are the minimum details you need to enter to be able to Save the Company. It is a good idea to enter as much information as you have, but we will just concentrate on the minimum you need first. 1

3 The Company Details screen is open on the Company tab In the Name field, enter the Company Name In the Address field, enter the first line of the Address Click on the HMRC tab Enter the Tax Ref No and Tax District No (If you aren t sure where to find these, click on the Help button on this screen for further guidance) Click OK to save your Company s details This message will appear click No Updating Company Details When you are ready to enter further company information: If you want to enter details for a different company which you have created previously, click on Companies on the Selection Side Bar to open your list of companies then open the relevant Company by double-clicking its name in the list On the Ribbon, click on the Company tab and then the Company Details button The Company Details screen opens with the Company tab selected by default In the Address field, enter any address details you have Enter the Postcode 2

4 Click on the HMRC tab Enter as much information as you have If you have an Employers Contracting-out Certificate Number, enter it in the ECON No field. It normally takes the form E A (You will only have an ECON number if the company operates a contracted-out pension scheme) Tick the Small Employer Relief box if this company qualifies as a Small Employer for the current tax year (click the Help button for more details if you aren t sure) If the Child Maintenance Service have given you an Employer Reference, enter it here (you will only be given an Employer Reference if one or more of your employees is paying child support via a Deduction of Earnings Order) Employment Allowance if you are eligible to claim, tick the box. If you are claiming Employment Allowance and you are starting to use the software part way through the year you need to enter the amount already claimed. This is done from the HMRC Month end Summary (P32), see the RTI Guide, accessed from the Help menu, for further details Click on the Bank Details tab If you plan to pay your employees by BACS, you need to enter all of your company bank account details as well as your BACS information here Click the Help button if you need guidance on what the different fields are Account Name is completed for you (you can change it if you need to) Click the Online Services tab Enter your contact details. (These are the details that HMRC will use to contact you about any issues with online messages) Enter your Log In Details. These are obtained when you register with HMRC for online filing (you can do this by clicking the Online Filing Registration button on the Online filing tab view the Manual on the Help tab for more details) Click the Check button if you want to make sure that your Log In Details are valid and that your connection to HMRC is working 3

5 Complete the Options section by selecting the appropriate Sender Status and Role from the drop-downs. You also need to select how you wish to receive messages from HMRC from the drop down for details on the options click the Help button Tick Enable RTI Submissions to allow you to send RTI Submissions to the Government Gateway. (see Help RTI Guide for more information.) Click OK to save the company details Creating another new Company If you need to create another new company: From the Ribbon, click on the Company tab Click the Create New Company button to open a new blank company form Complete the tabs as described in sections 1 and 2 of this tutorial Favourite Reports When you create a new company, by default the Favourite Reports in the Pay tab is populated with the following reports: Payroll Summary Company Totals AEO & Loan Summary by Employee Further Information For more information about Create New Company and Company Details, see the Company Tab section in the IRIS Payroll Business Manual; click on the Help' tab and then click on Manual. More information on Favourite Reports can also be found in the IRIS Payroll Business Manual. More Getting Started Tutorials can be found on the Help tab in IRIS Payroll Business. If you encounter any difficulties, please visit 4

6 Software available from IRIS IRIS Payroll Basics Free, RTI compliant payroll software for companies with fewer than 10 employees IRIS Payroll Business Intelligent, easy to use payroll software for smaller businesses IRIS Payroll Professional Flexible payroll software for medium sized businesses IRIS Bureau Payroll Intelligent management for multiple payrolls KashFlow Payroll Cloud-based UK payroll software accessible from anywhere on PC, Mac or tablet IRIS P11D The easy way to complete employee expenses and benefits returns IRIS HR Manager The easy way to keep employee data up-to-date IRIS OpenPayslips A secure web based solution that allows your employees to access, and download their e-payslips via an online portal Stationery order line Tel: HMRC online service helpdesk Tel: Fax: helpdesk@ir-efile.gov.uk HMRC employer helpline Tel: HMRC employer helpline (for new business) Tel: Support Tel: (option 4) Fax: ipsupport@iris.co.uk IRIS & IRIS Software Group are trademarks IRIS Software Ltd 06/2013. All rights reserved Call , or visit iris.co.uk to find out more