The platform is designed to streamline practice management for accountants. It offers detailed performance reporting at individual, team, module, and client levels. The platform ensures compliance with payroll obligations by simplifying FPS and EPS submissions and includes a PAYE calculator for designing salary structures and clarifying PAYE taxes and NICs, empowering accountants to deliver high-quality services and maintain regulatory compliance
Setting up payroll for your organisation
Select the tax year and enter your 'PAYE reference number', after which the 'HMRC office number' will be auto-filled. Enter the 'Accounts office reference' number, choose the pay frequency and payment mode, and enable the small employer's relief option if applicable. If these details already exist in the CRM module, they will be populated automatically. Click "Save" to complete the setup and begin processing payroll.
