| | Description | If you use Sage Payroll to process pensions, you may want to run pension reports. For example: - Check how much you need to pay your pension provider
- Check how much you've paid into the pension so far this year
This article explains the pension reports you can run in Sage Payroll and where to find them. |
| Resolution | Which reports can I run?There are 3 pension reports in Sage Payroll:
- Review contributions & record payments. See how much your employees have paid into their pension each month. Use this information to work out and record the payment to your pension provider for that month
- Pension contributions report. See the total pension contributions for each employee, so far this year. The report shows the amounts up to and including the current pay run
- Employee status report. See whether your employees are auto-enrolled into the pension or not
Before you run this report: Complete all processing within the pension reference period. This is normally the tax month. - To run this report, select Pensions.
- Next to the pension plan, select Review contributions & record payments.
- Choose the pension reference period you want to record your payment for. Select View detailed contributions.
- If required, change the amount to pay, then enter your payment date and a reference or cheque number.
- Select Record Payment.
If you use Sage Accounting, this can also post the payment across to your accounting software. This takes the money out of your bank account and reduces the amount you owe your pension provider. Learn what steps you need to take to integrate Sage Payroll with Sage Accounting. Read our article Integrate Payroll with Accounting (opens in new tab). After you complete a pay run with a pension deduction, you can view the pension contributions to date. - To run this report, select the Pensions tab. In the Reports section, select View pension contributions to date.
- To download the report, select Download Report.
After you complete a pay run, you can view the auto-enrolment status for each of your employees. - To run this report, select the Pensions tab. In the Reports section, select View employee auto enrolment statuses.
- To download the report, select Download Report.
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