For the United Kingdom, once you have added a payee, follow these steps to assign a supplier to payee. This relates to specific data for the supplier and not other mandatory fields that may/may not have been provided:
Step | Description |
|---|---|
1 | Select the Tax Type Contractor. |
2 | Select the Payee Type of either 3rd Tier Agency or Umbrella. When doing so, this will:
|
3 | In the section Contractor Tax Details, the Company Name field will become a read-only field. Click on the 3 dots to display a lookup to select the supplier. The supplier list will be based on the Payee Type selected. |
4 | Select the required supplier. When selected, the data that is contained in the supplier record will be inherited onto the payee and these fields are not editable as they are controlled data from the supplier. If there are any changes that need to be made to these fields, this will need to be applied from the supplier which will then update all payees linked. The exception to this is the Contractor Payment Terms. |
5 | Apply any other changes needed. |
6 | Save the record. |
Below is a list of fields that cannot be changed as it is controlled by the supplier record:
Payment Method
Payslip Delivery Method
Payslip Format Group
Proforma fields
Company Name
Company Registration Number
Business Trading Name
Business Type
VAT Registered
VAT Number
Company Address Details
National Insurance Category (Defaulted to 'X')
Tax Code (Defaulted to NT)
Student Loan (Defaulted to None)
Irregular Employment
Bank Details
Below is a list of fields that have been defaulted with a value but can be updated to something else, if required:
In the Pension Details section, the Exception to Automatic Enrolment is defaulted to checked on along with the Reason for Exception set to Not PAYE payee type.
In the HMRC Details section, Normal Weekly Hours has been left available. This is generally used for sending a category to the HMRC as to the number of hours worked but could be used for other purposes such as Gender Pay Gap reporting.