If set up in the HMRC portal, you can set up automatic updates, such as tax code changes, student loan notices, and year to dates in Paycircle. To do so, watch the video or follow the steps below.
As a Paycircle administrator, click Settings then click Payroll settings.
Navigate to References and updates then next to Electronic updates, click Edit.
Select whether you want to enable electronic updates.
Note: You need to ensure you've enabled electronic updates, also known as Electronic Data Interchange (EDI), in your HMRC account.
Enter your HMRC User ID and HMRC Password.
Turn on the electronic updates toggle.
Note: By enabling these, you've set up daily checks for tax code updates with HMRC, usually around 1am. You can also do them on demand.
If you turn on auto-accept, you don't need to accept them and the change is immediate.
If you don't enable it, you need to accept or reject the updates.