Completing RTI in Evolution M

Your checklist for going live on RTI in April 2013

Below are the steps to be taken to successfully go live on the new Real Time Information system in April 2013:

  1. Evolution M Update Installed
  2. Cleanse Employee Data
  3. Update each live Payroll into the 01-2014 period
  4. Set RTI Switch to 'YES' in Evolution M (View the 'How to' webinar)
  5. Set BACS Standard 18 (if applicable)
  6. Submit Employer Alignment Submission
  7. Process First Payroll
  8. Submit Full Payment Submission

 

View the RTI Checklist webinar

 


Explanation of the various RTI Submissions

There are four different submissions part of completing the RTI process in Evolution M. Below we have provided a description of each submission with a link to a recorded webinar.


Employer Alignment Submissions (EAS)

All PAYE Schemes must go through an alignment process before joining RTI. Data alignment is a process to be performed between the employer and HMRC to ensure that their employees' data agree. This is the first step of moving onto the Real Time Information and is known as the Employer Alignment Submission (EAS).

Once the first EAS is sent and received successfully by HMRC it will be considered that the Company has joined the RTI system and no further EAS submissions will be accepted.

If HMRC has an employee record that was not provided with the employer's payroll, the employee HMRC record will be closed down. However, if the employer's payroll shows an employee record that is not currently held by HMRC a new employee record will be created on HMRC's system. All other employee discrepancies identified will be electronically notified to the employer.

Data should be cleansed before the alignment to reduce the chance of any data validation errors on the EAS and subsequent FPS submissions. See section Preparing for RTI

 
 
 

Full Payment Submission (FPS)

At the end of each pay period the company should send an FPS to HMRC with details of the employees paid within the period. This will include all tax and NI details and also deal with new starters and leavers. The FPS should be submitted on or before the date the employees are paid.

 
 
 
 

Employer Payment Summary (EPS)

The Company needs to send this report to HMRC to inform them of any recoverable Statutory Payments, NICs compensation on Statutory Payments, CIS deductions suffered and NICs holiday deductions within the tax month.

This information will be used by HMRC to check against the figures on FPS submissions. EPS can also be used to notify HMRC of periods of inactivity where no FPS has or will be sent. An EPS only needs to be submitted after the end of the tax month for those months where statutory payments have been recovered or to inform HMRC if there are no FPS submissions for the previous or future tax periods.

For any recovered values to apply to a specific month, the EPS should be submitted before your payment to HMRC is due on the 19th of the following month.

 
 
 

NINO Verification Request (NVR)

This is sent to verify a National Insurance number (NINO) for an employee.