Exporting payroll reports

This article explains how to export the year-to-date figures that have been generated from your payroll in FreeAgent.

Please note:

To export a payroll report, navigate to the ‘My Money’ tab at the top of the screen and select ‘Payroll’ from the drop-down menu.

Payroll.png

Select the relevant month from the ‘History’ section.

Payroll overview screen with month highlighted in history section.png

Select ‘Export report’ and choose the relevant option from the drop-down menu. You can select either ‘NI breakdown (CSV)’, ‘Auto-enrolment (CSV)’ or ‘Submission data (PDF)’.

Payroll export options highlighted.png

National Insurance Contribution breakdown

Selecting ‘NI breakdown (CSV)’ will download a .CSV file containing the year-to-date figures as at that month for all the employees included on your payroll.

Please note that the data for any employees who left the company during previous months won’t be included in this .CSV file. To obtain the year-to-date data for employees who have left, you’ll need to navigate to the last month they were included on your payroll and then select ‘NI breakdown (CSV)’ from the ‘Export report’ drop-down menu.

Breakdown oof national insurance contributions.png

Auto-enrolment pension contribution breakdown

Selecting ‘Auto-enrolment (CSV)’ will download a .CSV file containing your employees that are enrolled in your workplace pension as at that month and how much you and they are contributing to their pension. If you're using Excel for Mac, you’ll need to save the file in ‘Windows CSV’ format.

Please note that the data for any employees who left the company during previous months won’t be included in this .CSV file. To obtain the year-to-date data for employees who have left, you’ll need to navigate to the last month they were included on your payroll and then select ‘Auto-enrolment (CSV)’ from the ‘Export report’ drop-down menu.

You can also export this information from FreeAgent by selecting ‘Export auto-enrolment CSV’ from the appropriate month in the ‘History’ area of your payroll dashboard.

Find out how FreeAgent supports automatic enrolment for workplace pensions.

Pension breakdown example.png

Submission data breakdown

Selecting ‘Submission data (PDF)’ will download a .PDF of the figures that have been sent to HMRC for the selected pay period. Please note that this will only be available if you filed the payroll to HMRC using FreeAgent. If you have marked that month as filed, you’ll not see the option to export this report. Here’s an example of what one of these will look like:

Submission data example

The .PDF will include the Full Payment Submission (FPS) which notified HMRC of any updates to the pay or tax for the employees, and the Employer Payment Summary (EPS) which notified HMRC whether or not the Employment Allowance was being claimed.

This report is useful when communicating with HMRC as it shows the data which they received from FreeAgent when you filed the payroll. You can search for specific information or figures on the .PDF by opening it, pressing ‘ctrl + F’ on a PC or 'cmd' + ‘F' on a Mac to access ‘Find in document’ and then enter the term you want to search for.

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