Submit pension data to Smart

Summary

How to to set up and process online submissions to SMART pensions in Sage Payroll.

Resolution

Set up your Smart Pension scheme in Payroll

If you’re new to Payroll, or you haven’t set up your Smart Pension scheme yet, you must complete the following tasks:

Register with Smart Pension
Check your Duties Start Date is correct in Payroll
Add a Smart pension scheme to payroll. You must ensure the details you enter exactly match Smart Pensions

Process a pay run with your Smart Pension contributions

Select Pay Runs from the menu bar.
Choose the relevant completed pay run to open its summary.
Click View Submission Details. A summary of your submission appears.
Enter your Sage login details if prompted. Confirm your figures.
Click Submit Online to send your pension contribution details to Smart Pension.

If this is your first submission, you may need to confirm some details. This authorises your submissions to Smart. Once completed, your first submission to Smart Pension commences.

TIP: If your Payroll links to an accountant, you will use either your own details or your accountants.

When a submission is in progress, you can't edit a completed pay run. This is to prevent inconsistencies between payroll data, and data submitting to Smart.

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