Pension contributions, payments and reports

You need to report information to your pension provider each time you deduct pension contributions from your employees. You can use the Employee Pension Contributions report to see detailed contribution values for a specific pay period for each pension scheme.

If your pension provider is NEST, you can send online submissions directly from Sage One to NEST.

If you don’t have a NEST pension scheme, you can use the information from the pension report in Sage One to help you manually complete your pension provider’s online templates to upload the correct values.

To view the pension contributions per pay run

This report shows each employee processed in the relevant pay run. It includes their automatic enrolment status, pensionable pay, qualifying earnings and both employer and employee pension contributions for that pay run.

To view the report after you complete a pay run
  • 1. Go to the Pay Runs tab, then click the pay run you’ve just completed.
  • 2. Under Pension submissions, click the View pension contributions for this pay period link.
  • 3. To print the report, click Download Report.

Depending on your Internet browser, the file automatically downloads to your Downloads folder.

  • 4. Open the downloaded report. Then using your browser options, either print or save the report.
To view the report for a previous pay run
  • 1. Go to the Pay Runs tab, then click the relevant completed pay run.
  • 2. Under Pension submissions, click the View pension contributions for this pay period link.

You can also view the information for a whole pension reference period, within the Pensions tab:

  • Click Review contributions & record payments, choose the required period then click View detailed contributions.

To view and record your payments to your pension provider

Before using this option, you need to have completed all processing within the pension reference period, which is normally the tax month.

To help you keep track of your pension payments, you can easily check each monthly value payable to your pension provider using the pension contributions report.

  • 1. Go to the Pensions tab.
  • 2. For the plan you want to see information for, click Review contributions & record payments.
  • 3. Choose the pension reference period you want to record your payment for, then click View detailed contributions.
  • 4. If required, amend the amount to pay, then enter your payment date and a reference or cheque number.
  • 5. Click Record Payment.

If you also subscribe to a Sage One accounts service, the Record Payment process posts the payment across to reduce your company bank account and pensions liability.

To view the year to date pension contributions

After you complete a pay run and a pension deduction is processed, you can view the pension contributions to date.
This report shows pension contribution year to date values, up to and including the current pay run.

  • 1. Go to the Pensions tab, then click View pension contributions to date.
  • 2. You can now view the information on the report. If required, to download the report, click Download Report.

Depending on your Internet browser, the file automatically downloads to your Downloads folder.

  • 3. Open the downloaded report. Then using your browser options, either print or save the report.

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