MDP - Company - Adding or Updating PAYE and HMRC Details

This article explains how to add or update your company’s PAYE and HMRC details in MDP. These details are required for payroll processing and RTI submissions.

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Accessing the PAYE and HMRC Section

Adding PAYE and HMRC Details

Updating PAYE and HMRC Details

Accessing the PAYE and HMRC section

Once you have completed the general company details, click Save & Next to continue to the PAYE and HMRC section.

Adding PAYE and HMRC Details

You will need to provide the company’s PAYE Reference Number and HMRC Gateway details, which are required for RTI submissions. You can also enter an HMRC correspondence email address, if applicable.

The PAYE reference consists of:

A three-digit HMRC office number
A unique reference number for the business

Example: 123/A56789 or 123/AB56789

Employment Allowance

If your company is eligible for Employment Allowance:

Select the relevant Tax Year. The current tax year and the previous two tax years are available for selection.
Enable the "The company is entitled to Employment Allowance" toggle.
Enter the Employment Allowance Amount Claimed.

Note: The current tax year is selected by default.

Apprenticeship Levy Allowance

If your company is eligible for Apprenticeship Levy Allowance:

Select the relevant Tax Year. The current tax year and the previous two tax years are available for selection.
Enable the "The company pays Apprenticeship Levy" toggle.
Enter the Apprenticeship Levy Allowance: Choose £15,000 or enter a custom amount. If you selected the Custom Amount option, an additional field will appear for manual entry.
Apprenticeship Levy Amount Claimed: Enter the claimed amount for the selected tax year.
Note: The current tax year is selected by default.
Small Employer's Relief: Enable this option if your company qualifies for Small Employer’s Relief (e.g., for statutory payments like Statutory Maternity Pay - SMP).
1. If total NI contributions (both employee and employer) in the qualifying tax year are less than £45,000, check the provided box.
2. If total NI contributions exceed £45,000, leave the box unchecked.

Automatic EPS (Employer Payment Summary) Submission

If you want to submit your EPS automatically, enable this option and select the day of the month on which the EPS should be submitted each month.

Once saved, system will basically submit the EPS for the previous tax month in the date mentioned based on the payroll data and if there are any app levy (or) recoverable amounts processed in payroll in previous tax month. System will submit App levy figures if and only app levy allowance set in company settings before payroll processed and similarly for employment allowance as well😊

Note: The submission date must be between the 6th and 19th of the month.

HMRC Notices

To automatically apply HMRC notices, enable the Auto-apply HMRC Notices toggle and select the Apply Notices Effective from date.

To archive historical notices, enable the Archive Historical Notices toggle.

Latest IR Mark retrieved

This section allows you to add the IR Mark, a software-generated reference from HMRC, for notifications such as P6, P9, SL1, SL2, PGL1, PGL2, and RTI.

The IR Mark functions as a sequence number, ensuring that notifications appear in the HMRC Inbox in order. If left blank, notifications from the start of the company's operations will be included.

You can select one of the following options:

Save & Next: Saves the data and proceeds to the next step in the company creation process.
Draft: Save progress without proceeding.
Reset: Clears the entered values.
Exit Setup: Exits the current screen and goes back to the company list page.

Tip: Use the section indicators at the top to move between sections. For example, click Pension to go directly to the Pension section.

Updating PAYE and HMRC Details

To update PAYE and HMRC details after the initial setup, follow these steps:

Navigate to the Dashboard by clicking the logo. The Company List will then be displayed.
Locate the company you want to update and click the Edit icon .
In the PAYE section, you will have two options based on the initial setup
1. Add: If no PAYE details were added during the initial setup, you will see the + Add option. Follow the steps outlined in the Adding PAYE and HMRC Details section.
2. More: If PAYE details have already been added, the More option will be available.
  1. Update the required information
  2. Save or Discard Changes:
    Click Save to confirm the updates.
    Click Reset to discard any changes you have made and reload the previously saved data.
Click the Close icon at the top right of the slider to discard changes.