Opt out of auto enrollment

Forum|Forum|2 years ago
September 14, 2023
1 reply
7 views

Hi back I set up auto enrollment for myself as the only employee in March. I have since learned that I don't need to do this as the only employee/ director. So I need to stop pension contributions. I had already set up a pension is QB but its still deducting pension payments when I run payroll. I have turned off the 'enrolled in pension toggle but that hasn't worked.

GeorgiaC

Level 13

Hi LisaSweeting, thanks for joining the Community.

Please check that you have followed the full steps below to opt your employee profile out of a pension scheme:

1. Go to your Employee profile.
2. Select Workplace Pension.
3. Turn off the Enrolled in pension toggle.
4. Choose Opt Out.
5. Enter the effective opt-out date.
6. Save.

If this is a valid opt-out (you can confirm this with the pension provider) then any pension contributions deducted will be auto-refunded on the next available payroll run in QuickBooks.

Get back to us below if you have any further queries. 🙂

LisaSweetingAuthor

Hi there, thanks for this. I have already followed these steps and on the system it says I am opted out as of the end of August, but when I've just gone to run payroll its still deducting payments.

GeorgiaC

Level 13

Thanks for getting back to me - if any draft payroll was ran before changing the employee pension settings, please delete this and then run the payroll for the period as new.

Please also double-check that the pension amount is deducting from the pay and not adding to this (if the amount appears with a minus symbol in front, it will be refunding the deductions).

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