Knowledge Base Articles

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Knowledge Base

3023 articles

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How to configure the Windows Firewall for PTP Tax Expense on Windows 7 or higher

1. Press your 'Windows' Key and then the 'R' Key 2. Type Firewall.cpl and press enter 3. Click Advanced Settings. 4. Click Inbound Rules and…

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PTP TR – Class 2 NIC in the tax calculation

Provided the level of relevant income is above the Class 2 NIC threshold for the current tax year the software will automatically include the maximum…

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PTP TR – How to Transfer Marriage Allowance

1. Select Client and ensure the Spouse date of birth has been entered in the Year Specific Client Details 2. Ensure the Client date of birth…

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PTP TR – How to Receive Marriage Allowance

To receive marriage allowance please follow the instructions below 1. Select Client 2. Open return 3. Go to page 5 of return and scroll down…

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What information do I need to complete on the first CS01 submission?

CS01 comes in two parts. The ‘CS01 Confirmation Statement’ and the ‘CS01 - additional information pages’. The first CS01 you submit requires details of the…

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AE Config Tool – Step 2 – Nominate a contact with The Pensions Regulator

In order to nominate a contact you will need the company PAYE reference and the organisation "Letter Code". The "Letter Code" is the 10 digit organisation…

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AE Config Tool – Step 1 – Your company’s staging date

Please Note: This must be recorded as the actual company staging date, ignoring any planned postponement period.  If you are unaware of your staging date…

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Where do I send my AE pension files?

Once your payroll software has created the files you will need to send them to the pension provider. This process differs between providers, you should…

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The Following Exception Occurred

It has been identified that in a small number of cases the SQL Services do not start automatically and it is therefore necessary to start…

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Automatic Enrolment Configuration Tool

Where can I find the AE Config Tool? You can access the AE config tool from: PAYE-Master:  "Pensions" | "Auto Enrolment Configuration Tool"GP Payroll: "Setup/Options"…