Can I get a pensions report showing staff have received a letter to auto enrol? Thanks

Thank you for your question, Marky. It's wonderful to see your dedication to staying on top of your auto-enrollment obligations, as this is an essential part of the process.

I understand you're looking for a pensions report that identifies which employees have received their auto-enrollment letters, ensuring compliance with the Pension Regulator’s requirements.

Currently, QuickBooks Online does not provide a dedicated report that consolidates auto-enrollment letter statuses for all employees. You can only check this status individually in each employee's record in QuickBooks Online.

To ensure compliance, you can create a manual tracking sheet in Excel to log which employees have received their letters, updating it based on employee records in QuickBooks.

Alternatively, you may want to consider using a third-party application for auto-enrollment compliance that integrates with QuickBooks for easier tracking and reporting.

If you have any further questions or require additional assistance, please add a comment below. We are here to help.