Employment Allowance

To claim Employment Allowance, click the employer name in the main menu and choose Edit Details.

Now switch to the HMRC sub-tab.

Tick the option to say you want to claim Employment Allowance.

The system will now offer to automatically send an EPS to HMRC for you to notify them of your claim.

Max to Claim

This is the maximum amount to claim in any given tax year. You should be able to leave it at its default value. If you want to reduce it (ie, claim already made elsewhere) then you can do so here.

Include on Journal

If you tick this box, then we’ll include a line on your monthly payrun journal for the amount of Employment Allowance claimed.

Note that we will only include the line in the journal once you finalise the payrun. For quarterly reporting, it’ll only appear on the journal for the last monthly payrun of the quarter.

Claim Amount

Click the main HMRC” tab to see your HMRC liabilities.

If you claim Employment Allowance in any reporting period, the amount will show in a table column.

Click on any entry in the table to view the breakdown for the period. You’ll see the amount you are claiming for Employment Allowance.

This value is automatically calculated based on the Max Claim you’ve set (see above).

If you want to, then you can un-tick the auto box and overwrite the automatically calculated value.

Need more help? Email hello@staffology.co.uk