UK Payroll: Gross to Net Report on draft pay runs
To allow the payroll team to run reports to runs checks on the payroll before submitting the payroll. This would avoid sending numerous automatic FPS reports to HMRC.
Jane Bickerton
shared this idea
Hi everyone, thanks for sharing your feedback. We appreciate you explaining how important access to reports on draft pay runs is for your workflows, especially for client approvals and pre-submission checks.
Our product team is currently looking into payroll reporting improvements as part of a wider review, however adding additional reports to draft pay runs is not something that’s on their foreseeable roadmap.
Currently you can download payslips, P32 and Payroll Activity Details/Summary reports from draft pay runs. These provide a breakdown of employee earnings and employer liabilities, which can be used for pre-checks before submitting your pay run to HMRC.
Please continue to support other ideas, as this helps our product teams know what's important to you.
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Danny Toledano
commented
Xero should have the option to view the payroll gross to net report ahead of it being posted. It's impossible to do any kind of checks or review using a PDF. Most softwares allow you to pull this report in excel before payroll is finalised so that you can compare any anomalies to the previous month. I would expect this report as standard and am very surprised it doesn't exist.
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Claire Gough-Rhodes
commented
Reports are required in Excel format whilst in Draft, there is no way to check and reconcile the payroll without this, as manually checking each payslip or going line by line on a PDF report isnt really an option if there are more that 10 employees on the payroll.
Never known a payroll software that doesn't offer this option.
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Diana Heywood
commented
We would like a Gross to Net report that can be produced whilst the payrun is in "draft" before being finalised. This is so that the report can be sent for client approval prior to the payroll being finalised. Is this possible.
Although there is the detailed report, it is not in an easy to read format ie all on one page as with the Gross to Net report that can be generated for all Posted payruns. -
Pam Angiletta
commented
We all need draft reports by groups, to enable authorisation and checking purposes, all other payroll software provide this basic principle. Why do Xero not do this?
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Charleen Anthony
commented
Prep-post Gross to Net rept is Critical its not a good idea to revert pay runs as I've done it before to correct a mistake on Xero's advice but tax codes change & it automatically updates in Xero changing the Net Pay, at this point the employee has already seen their payslip, the advice was to pay/deduct the difference. I don't think this is a viable option.
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Linda Morrison
commented
UK Payroll: Pre-posting report required in the same format as the Gross to Net report. As there is now an issue with amending a payroll after you've posted it, but before pay day, this report is now essential as many of us send payroll reports to clients for authorisation or perhaps employees spot an error on their pay and want it fixed in time for pay day. When resubmitting an FPS prior to payday, this might cause duplicate files. If that's the case then we need a similar report to the Gross to Net but in pre-post mode.
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Linda Morrison
commented
"We recommend that you keep your pay run in draft until the payment date and you’ve finalised all your payroll details.
This is because HMRC are aware of issues with duplications if pay runs are reverted before the payment date of the pay run has passed."
Well, who knew?! With this in mind, the gross to net report can only be produced after posting the payroll. But if, like me, you want to send clients a copy of the gross to net so that they can make payments on or before pay day, it looks as though this is NOT recommended by Xero. Yet no other report is available in a decent layout. Come on, Xero, get this issue fixed. Other software providers don't seem to have any problems!