In this article, you'll hear where to find the PAYE and NI screen in FreeAgent, and a bit about what it contains.
Where should I look for the PAYE and NI screen?
To find the screen, click on the Taxes menu and choose PAYE and NI.
You won't see this option until you've entered at least one user who is on the payroll, that is, a user who is an employee, director or shareholder. For more information, please see our article on how to set up a new user.
Clicking on Taxes > PAYE and NI brings up the PAYE and NI screen, which looks like this.
OK, found it. What does it show me?
What you'll see here is a list of all the PAYE and NI due which FreeAgent picks up from the Payroll screen under My Money.
You can also see any payments that you entered to the PAYE/NI category, which show here as money paid to HMRC in respect of your PAYE. If you're paying these off monthly, then you'll see the amounts due and paid coming out of the account one after the other. If you're paying your PAYE and NIC quarterly, then you'll see three amounts due followed by one amount paid.
I can't see the online filing incentives from HM Revenue on this screen.
This is because HM Revenue only let you deduct this from your PAYE payment in order to save them having to write out a huge number of cheques. It's not a refund of PAYE and NI. So you won't see it here.
If you have deducted the online filing incentive from a payment of PAYE and NI, please see the separate article in the Banking section to see how to record this correctly in FreeAgent.
That's the end of this article. You've seen a brief illustration of the PAYE and NI screen in FreeAgent.