The company setup is where you store all the details about your company. This can be found on your homepage when you first sign up or in the side main menu if you click Company Setup. You may find it helpful to gather all the required information before setting it up to save you time.
When you first look at the Company Setup page, areas highlighted in red show you what information is needed before you can submit to a FPS or EPS to HMRC.
You will see that there are six sections under Company Setup as well as your company name and registered address details that you can edit.
The references are what HMRC use to link your submissions to your account. Find out more here: Tax References
This is where you can select if you are eligible for small employers relief, the employment allowance or if you are in a Freeport. Please follow HMRC guidance to check if you are eligible for either of these schemes.
You can select if you have to pay the apprenticeship levy and how often you pay HMRC the PAYE liability.
Find out more in Tax Settings.
Government Gateway Credentials
Government Gateway User ID and password. This is the information you would normally use to sign into your online business account to view your PAYE details.
Find out more in Government Gateway Credentials.
Without this information, you will not be able to submit your RTI's to HMRC. If you are having issues submitting to HMRC, this is normally the main cause. Please see RTI: Authentication Error for further guidance if you continue to have issues.
Payment File Settings
Some banks accept a payment file that can be uploaded for BACS payments. This is normally only for large companies that have this facility set up. Please see Payment File Settings for more information on the different formats available.
If you have a paid subscription, you can email the payslips straight from the system. Here you select the email address you would like the emails to be from and the from name. This defaults to your Company Name but you can can change it here if you wish.
If you run multiple companies, you may wish to grant access to some of the companies only. Further guidance here: Teams.
Under Company Setup in the side menu, there are five sections:
Click on the links above for further information about these.