The R12 product update includes the following enhancements. With this update, we meet the requirments of the published HMRC Payroll Standard version number 8.1. It incorporated online filing capability.

• Legislative updates for Upper accrual point earnings limit (UAP) in P14/P60 forms for end-of-year filing.
• In-product Help updates for the above changes.
• Fixed an issue that caused SMP to end before the full 39 weeks for monthly four-weekly, and fortnightly employees (click here for details)
• ActiveX Security fix to HtmlHelper.dll and QBInstanceFinder.dll. (click here for details)

The R11 product update provides Tax Table 0910173, effective 6th April, 2009 to 5th April, 2010. It also includes the following changes:

• File online process for 2008/2009 payroll year.
• You can now print using the new style, A4 pre-printed P45 (Version HMRC 10/08.) Learn more.
• Improvements have been made to payslip printing: two per page style, and YTD amounts for employees who are paid weekly.
• Legislative updates for:
  • Statutory payment rates for sick pay, maternity pay, paternity pay, and adoption pay. (SSP, SMP, SPP, and SAP). Effective Sunday, 5th April 2009.
  • Upper accrual point earnings limit (UAP). Introduced in the Pensions Act 2007 as part of the State Second Pension (S2P). Effective 6th April 2009.

• Statutory Adoption Pay (SAP) - Automatically calculates SAP payment and recovery amounts! The SAP tab is available from the Statutory Pay Info section in the employee record. Enter the required adoption leave information and QuickBooks will automatically calculate the statutory payment amount and adjust your payroll liabilities.
• Statutory Sick Pay (SSP) - Beginning 27 October, 2008, SSP1(L) Information will no longer be entered in the Previous Employment window of QuickBooks due to HMRC legislation changes. Also, Incapacity Benefits and Income Support will be replaced with Employment Support Allowance. For more information on legislative changes that affect your business, visit the HMRC Web site.
• You can now print your P45 on the new style, A4 pre-printed stationery.
• The new Uncategorised VAT Amounts Detail report identifies amounts posted to a VAT account without using a VAT item or a VAT code.
• A fix has been made to correct several performance issues that led to problems with filing VAT.
• A fix has been made to ensure you can batch print invoices.
  

This update provided Tax Table 0809178, effective 7th September, 2008 to 5th April, 2009.

Update your employee tax codes

On 13th May, 2008, the Chancellor announced a change to the basic Personal Allowance for the 2008-2009 tax year. The following Income Tax Bandwidth information has changed:

As a result of the legislative changes, many employee tax codes are changing. If an employee's tax code must be changed, manually change the code in QuickBooks to be effective from the first payday on or after 7th September, 2008. To view a list of the tax code changes and for further information on how this affects your payroll, visit www.hmrc.gov.uk/employers/epa-basicrate.htm.

Important: You will need to process all payrolls with pay dates up to the 6th September, 2008 before updating your employee tax codes. If the tax codes are changed before this, you will be unable to pay your employees for pay dates prior to 7th September.

To update an employee's tax code in QuickBooks

1. Go to the Employees menu and click Employee Centre.
2. Double-click the employee whose tax code you want to change.
3. Click the Change tabs drop-down arrow and select Payroll and Compensation Info.
4. Click the Tax & NI Details button and enter the new code in the Tax Code field.
5. In the Effective from field, change the date to 7th September, 2008.
6. Click OK.

• Fixed VAT rounding issues.
• In the Reconcile window, you can now sort by date, cheque number, payee, and account.
• Downloadable Templates: Downloadable Invoice and other Sales Form templates are now available. Click here to download them.
• You can now import templates from other QuickBooks 2008 company files without encountering problems (for example, missing graphics).
• A fix has been made to ensure that e-mails are sent to the addresses entered in the CC field.
• You can now import a WorldPay file into QuickBooks 2008.
• A fix has been made to ensure that if you modify a tax date on a business form, the due date is adjusted correctly in the Accounts Receivable register and on reports.
• The File Sales Tax process is faster and includes progress bar improvements to better report status during filing.
• A fix has been made to ensure that you can modify and sort various VAT reports by "Filed Date".
• An error message no longer appears informing you that a class hasn't been entered on a bill (when a class has already been entered).
• An error message no longer appears when you try to access two different company files from a mapped drive while in multi-user mode.

A fix was made to ensure that if the last payroll payment of the year is made on week 53, 54, or 56, the amount of tax shown on the P14 is correct. For more information, visit the QuickBooks Support Site.

This update provided Tax Table 0809157, which contained the PAYE thresholds for the 2008-2009 payroll year, effective from the 18th May, 2008 to 5th April, 2009.

This update provided a fix to ensure the company and employee addresses print on the P14/P60. If you already filed online in QuickBooks, re-print your P60s to give to your employees.

Note: If you already filed online in QuickBooks, the information sent through File Online was not affected by this printing issue.

This update provided Tax Table 0809175, which contained the PAYE thresholds for the 2008-2009 payroll year, effective 6th April, 2008 to 17th May, 2008. It also included the following changes:

• You can now file online for the 2007/2008 payroll year.
• Updated NI rates and limits.
• Updated statutory pay rates and limits.
• You will no longer experience problems when clicking Cancel in the Review and Create Payroll Payments window.
• Improvements have been made to ensure calculations are correct when previewing and creating a payroll payment for a previous tax period when using Unscheduled Payroll.

• The General Journal Entry form has been modified. You can now use journal entries to record sales or purchase transactions and assign tax items to net amounts. This change ensures that the net amounts are reported in your future VAT returns (boxes 6 to 9 on the VAT 100). One reason to record sales or purchase transactions through a journal entry is to enter fuel scale charges. For more information, search the in-product Help for "Making a general journal entry that includes a taxable amount."
• New Reverse Charge Sales List report added. This report applies to supplies of mobile phones and/or computer chips valued at 5000 pounds or more and made by one VAT registered business to another, effective on or after 1 June, 2007.
• Improvements have been made to ensure the Net Sales & Purchase numbers reported in boxes 6 to 9 on the VAT reports include transactions that were added or modified in a previous filing period.