Payroll

Payroll essentials

• How FreeAgent supports RTI
• How to record payroll by creating journal entries
• How to review and edit payslips
• How to export payroll year-to-date figures
• PAYE & NI in FreeAgent
• Payroll - Frequently Asked Questions

Setting up payroll

• How to set up payroll
• How to move your payroll to FreeAgent from another software provider
• The Employment Allowance
• How FreeAgent supports automatic enrolment for workplace pensions

Creating and editing payroll profiles

• How to create a payroll profile
• How to edit a payroll profile
• How to add an emergency tax code to an employee’s payroll profile
• How to select the National Insurance contribution basis in a limited company director’s payroll profile
• How to enable student loan deductions in FreeAgent's payroll

Running payroll

• How to prepare and run payroll
• How to start a new payroll tax year
• How to file missing payroll submissions after the end of a tax year
• Error codes you might receive when submitting your payroll
• How to mark payroll as filed
• How to edit or delete payroll that has been marked as filed

Adding and removing employees from payroll

• How to add a new employee to payroll
• How to add a new employee with no P45 to payroll
• How to add a new employee with no National Insurance (NI) number to payroll
• How to add a returning employee to payroll
• How to remove an employee from your payroll when they leave your business

Statutory pay and deductions

• How FreeAgent handles statutory pay
• How to process statutory pay received in advance
• Pay and deductions
• Pension contributions
• Childcare vouchers

HMRC payroll forms and furlough support

• How to access P45s in FreeAgent
• How to access P60s in FreeAgent
• HMRC form P11D
• Support in payroll for furloughed workers - claims dated from 1st July 2020
• How FreeAgent performs its payroll furlough calculations