New to Payroll and trying to set it up correctly

Question asked by Erika Nagae 7 years ago

Hello, I am trying to switch my payroll from Payroo to Clearbooks Payroll. I'm unclear as to what, HMRC office name should be and what, Payroll HMRC contact should be. Also, when it asks about the, Employer Pension Scheme Reference, does this refer to the pension schemes Employer ID?

Thanks in advance. Erika

1 Reply

Hi Erika,

1) The HMRC office name would be the registered company name that HMRC would hold in their records.

2) The Payroll HMRC contact is the individual who would manage contact with HMRC & also determine the entity that payroll bills are assigned to if imported into Clear Books Accounting. Often this is set to either a dedicated "HMRC" contact if Clear Books Accounting is used or the Bank entity if Clear books accounting is not in use.

3) The Employer Pension Scheme Reference (EPSR) is the mandatory reference number for your pension scheme. You can find this reference on correspondence from your pension scheme. If in doubt, please contact your pension provider.

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