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How to set your Company Details in Shape Payroll

The company setup is where you store all the details about your company. This can be found on your homepage when you sign in or on the main menu. 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.

The Company Setup page

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.

Tax References

Tax reference details needed in Shape Payroll.

The references are what HMRC use to link your submissions to your account. Find out more here: Tax References

Tax Settings

This is where you can select if you are eligible for small employers relief and the employment allowance. Please follow HMRC guidance to check if you are eligible for either of these schemes.

The part of the user interface to add tax settings

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.

Shows the Government Gateway Credentials on the Company Setup page.

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

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.

If you have a payment file that we currently do not support, please contact us.

Email

Email details in Company Setup

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.

Teams

If you run multiple companies, you may wish to grant access to some of the companies or

Under Company Setup in the side menu, there are three sections:

  • Pay Run Settings

  • Pension Settings

  • Year End

Click on the links above for further information about these.

HMRC Further Guidance

  • Register as an employer

  • Sign into your HMRC account

Help Categories

Getting StartedMy AccountThe Shape HubCompany SetupCompany DetailsTax ReferencesTax SettingsGovernment GatewayCredentialsPay Run SettingsPensionsNest IntegrationEmployeesLeaversHMRC NoticesDirectorsComplete a Pay RunPayment TypesReportsRTI SubmissionsHMRC PaymentsHMRC RTI ErrorsYear EndCIS Stop Being An Employer

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PAYE Notices

Cost effective, hassle free payroll software for UK businesses with 1 to 100 employees.

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