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Paycircle Ideas Portal
Categories Pension
Created by Lee Pearson
Created on Apr 10, 2024

Enhance pension YTD correction functionality (HMRC correction)

When needing to apply manual YTD corrections for pension data against an EE, Paycircle is unable to automatically sort the manually entered YTD values into the expected HMRC categories (only where manually entered, when run through Paycircle payroll there is no problem).

This means that HMRC can effectively end up with the right overall data, but in the wrong categories, meaning that correction is required through an FPS submission by splitting the YTD values into their relevant categories (e.g., ‘Under net pay arrangement’ and ‘Not under net pay arrangement’).

As the Paycircle UI does not allow administrators to break down the manually entered YTD corrections into these required categories (‘Under net pay arrangement’ and ‘Not under net pay arrangement’), there is no way to correct this via Paycircle.

The ask here is to improve the pension YTD correction UI so that administrator users can correctly specify the relevant values against each expected pension category so that upon submission to HMRC via the FPS, the values are corrected within HMRC.

Describe the Challenge Allow administrator users to correct HMRC pension YTD data through the Paycircle UI
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