- Click on Browse Employers
- This Screen can be customisable to suit your needs
- You will see Employer name, PAYE reference, Number of employees in the company, Finalised to, number of Outstanding Submissions etc.
- The full list of fields that you can add to this dashboard is as follows
Employer PAYE reference |
Accounts Office Reference |
Unique Tax Reference |
Corporation Tax reference |
Number of employees |
Finalised to |
Payroll entry/approval status |
Number of unsent RTI submissions |
Number of unsent pension submissions |
Number of current PAYE coding notices |
Next estimated pay date |
HMRC payment schedule |
Amount due to HMRC |
Auto re-enrolment date |
Auto Enrolment declaration of compliance date |
Client contact name |
Client contact email address |
Client contact phone number |
Alternate client contact name |
Alternate client contact email address |
Alternate client contact phone number |
Client managed by staff member |
Client current status |
Client current due date |
Is final FPS/EPS sent? |
Are P60s issued? |
Are P11Ds issued? |
Client notes |
- Click on More - Choose Columns
Tick any field that you wish to view on the Dashboard.
- You can also Sort ascending or Descending on any of these fields.
- Name
- Employer PAYE Reference
- Account Office Reference
- Unique Tax Reference
- Corporation Tax Reference
- Number of employees
- Finalised to
- Payroll entry/Approval status
- Number of unsent RTI Submissions
- Number of unsent Pension Submissions
- Number of Current PAYE Coding Notices
- Next Estimated Pay Date
- HMRC Payment Schedule
- Amount Due to HMRC
- Auto re-enrolment Date
- Auto Enrolment Declaration of compliance date
- Client Contact name
- Client Contact email address
- Client Contact Phone Number
- Alternate Client contact Name
NB - Please be mindful of the number of fields you add to this list, as adding too many could make it difficult to read.
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