Pension reports available and how to run them in Sage Payroll.
Description
You can run pension reports to check:
- How much you need to pay your pension provider
- How much you've paid into the pension so far this year
This will save you time and ensure you figures are correct.
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
▼Review contributions & record payments
Before you run this report, complete all processing within the pension reference period. This is normally the tax month.
To run:
- 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.
For more information on this, read Integrate Payroll with Accounting.
▼Pension contributions report
After you complete a pay run with a pension deduction, you can view the pension contributions to date.
To run:
- Select the Pensions tab.
- In the Reports section, select View pension contributions to date.
- To download the report, select Download Report.
▼Employee status report
After you complete a pay run, you can view the auto-enrolment status for each of your employees.
To run:
- 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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