IRIS PAYE-MASTER Release Notes & Patch Version: 21.90
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IRIS PAYE-MASTER
Release Notes & Patch
Version: 21.90
1
IRIS. Look forwardContents
IRIS PAYE-Master Release Version 21.90 .............................................................................................. 4
BACS 18 – Modulr Bank Export ............................................................................................................. 4
Smart Pensions - PAPDIS ....................................................................................................................... 4
IRIS PAYE-Master Release Version 21.80 .............................................................................................. 4
myePayWindow Indicator ..................................................................................................................... 4
IRIS PAYE-Master Release Version 21.60 .............................................................................................. 4
myePayWindow Module ........................................................................................................................ 4
Holiday Balance ....................................................................................................................................... 5
Narrative Field ......................................................................................................................................... 5
NOW Pensions v1.3 Output File ............................................................................................................ 5
Versioning............................................................................................................................................... 5
DEAs ........................................................................................................................................................ 6
Aviva Pension File .................................................................................................................................. 7
Pensions Communication Audit ........................................................................................................... 7
April 2021 Patch Version 5.26 ............................................................................................................... 7
Furlough Extension ................................................................................................................................ 7
April 2021 Version 5.26.......................................................................................................................... 7
PAYE Legislation ..................................................................................................................................... 7
Student Loan Thresholds ...................................................................................................................... 7
Tax, NI, SSP, SMP, SAP, SPP & ShPP ...................................................................................................... 8
Minimum Wage ...................................................................................................................................... 8
AE Parameters........................................................................................................................................ 8
Starter Checklist ..................................................................................................................................... 8
Starter/Leaver Tab .................................................................................................................................. 8
Expat Screen ......................................................................................................................................................... 9
Sundry Screen ...................................................................................................................................................... 9
Starter Checklist Reports .................................................................................................................................... 9
IR35 - Off-Payroll Working ................................................................................................................... 10
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IRIS. Look forwardDeemed Direct Payment ...................................................................................................................... 11
Report Off-Payroll Worker with FPS ................................................................................................... 11
Employee Record .................................................................................................................................. 12
Conversion ............................................................................................................................................. 12
RTI ......................................................................................................................................................... 12
Earlier Year FPS .................................................................................................................................... 12
Earlier Year Update ............................................................................................................................... 12
Earlier Year FPS – Select Employee ..................................................................................................... 12
FPS Changes for 2021/2022 ................................................................................................................ 15
EPS Changes for 2021/2022 ................................................................................................................ 15
Other Improvements ........................................................................................................................... 15
HMRC Audit File ................................................................................................................................... 15
Password Length for Online Filing Credentials .................................................................................. 15
P60s ...................................................................................................................................................... 16
Scottish Widows Contributions File Changes ..................................................................................... 16
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IRIS. Look forwardIRIS PAYE-Master Release Version 21.90
BACS 18 – Modulr Bank Export
System updates include the addition of a new Bank Export file layout. To cater for this, on
the Bank Export list, we have added a new BACS 18 – Modulr option.
Smart Pensions - PAPDIS
We have added a new Smart Pensions – PAPDIS option to the list of available pension output
files in the Pension | Create Pension File | Select file to create list.
This file will only include individuals if they are in a Smart Pensions – PAPDIS Pension Fund and
have pension contributions in the selected period.
IRIS PAYE-Master Release Version 21.80
myePayWindow Indicator
On Company | Online Services, the Use myePayWindow indicator no longer selects as default for
new companies; the setting of this field is now dependent on whether there are online login
details saved in the system.
IRIS PAYE-Master Release Version 21.60
myePayWindow Module
IRIS is moving from IRIS OpenPayslips to integrate with the myePayWindow portal.
MyePayWindow is a secure document exchange platform that delivers payroll information to
employers and employees, such as payslips, P60s, P45s and Pension letters, each payroll period.
Employers and employees can view the published documents in a secure online portal using
their own separate login details.
Note: Once you have switched to myePayWindow, this cannot be undone.
To facilitate this change, the following fields are added/removed or renamed once
myePayWindow Login Details have been entered into the payroll software:
▪ On the Employee Details | Starter/Leaver – Leaver screen, we have added a Publish P45
button
▪ From the Employee drop-down menu, under the Print option, we have added a new
Publish P45s menu item – if the employees do not have an email address, they will be
asked if they want to print their P45s now
▪ Company | Details | Online Services – a new myePayWindow frame has been added with
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IRIS. Look forwarda Use myePayWindow tick box. For existing companies, this tick box is unset by default
but is enabled for new companies
▪ On the Company menu, we have added a new myePayWindow menu item. This new
menu item contains two sub-menu items: Website Login and Error Log
o Website Login opens https://www.myepaywindow.com
o Error Log displays the myePayWindow Error Log screen
▪ Under Utilities | Change Passwords, there is a new myePayWindow Login Details menu
item
▪ On the Configure Automatic Enrolment screen:
o Link to OpenEnrol has been renamed Publish Pension Letters – this has also been
changed in the Automatic Enrolment Configuration Tool – Step 3 screen
o OpenEnrol Warnings has been renamed myePayWindow Warnings
▪ On the Company | Details | General Information tab, there are two new fields:
o Contact Email
o Contact Phone
▪ On the Pensions menu, a new myePayWindow Login menu item has been added
Holiday Balance
myePayWindow caters for the publishing of holiday units in both hours and days.
Narrative Field
As part of the payslip publishing process, messages added to the Pay | Payslips | Publish
Payslips, Screen/Printer | Publish Payslips, Narrative field will send to myePayWindow and
display within the Note field on the system. This field has a 2000-character limit.
NOW Pensions v1.3 Output File
If an employee has been opted into the NOW Pension Scheme, when creating the Now Pensions
v 1.3 output file, the following additional columns will populate with the employee’s Opt-in Date:
▪ ENROL DATE (Column M)
▪ OPTIN (Column AA)
Versioning
To standardise and align our products and make them identifiable to Support and users alike, we
have changed how we issue release numbers for our desktop payroll products.
For example:
▪ 21.60 (21 = tax year, 6 = Tax month, 0 = patch)
▪ 21.61 (21 = tax year, 6 = Tax month, 1 = patch)
▪ 21.111 (21 = tax year, 11 = Tax month, 1 = patch)
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IRIS. Look forwardPlanned Release (Tax Year) Tax Calendar Month Patch 1 Patch 2
September 2021 21.60 21.61 21.62
October 2021 21.70 21.71 21.72
November 2021 21.80 21.81 21.82
December 2021 21.90 21.91 21.92
January 2022 21.100 21.101 21.102
February 2022 21.110 21.111 21.112
March 2022 21.120 21.121 21.122
April 2022 22.10 22.11 22.12
May 2022 22.20 22.21 22.22
June 2022 22.30 22.31 22.32
July 2022 22.40 22.41 22.42
August 2022 22.50 22.51 22.52
Please note that the above figures are an illustration of the release version numbers for each
month and may not be accurate.
Default Student Loan
Previously, when a new employee had more than one student loan selected in the Starter
Checklist, the software assigned the lowest number by plan type. We have updated the
software, and it will now assign the number based on the lowest annual threshold of the
selected loans.
DEAs
We have modified the system to ensure the correct DEA% rate applies when attachable earnings
are a fraction of a pence. Previously, the software was rounding the attachable pay value up to
the next pence when establishing which deduction rate % to use, resulting in an incorrect
deduction applying.
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IRIS. Look forwardAviva Pension File
On the Aviva Joiners Pensions file, when using an employee's qualifying earnings in their auto-
enrolment assessment, Early Pensionable Earnings (column P) now subtracts the upper limit
from the lower limit if set up as a % AE deduction.
Pensions Communication Audit
We have made the following changes to the pension communications audit:
▪ All published pension letters now save to the system, including any generated and
published before removing and recalculating a pay period
▪ When View is set to Published, the Delete button will be disabled, and you will not be
able to delete any published letters (you can still delete unpublished letters)
▪ During the Year End | Clear Totals process, published pension letters over 6 years old will
automatically delete to comply with GDPR legislation
April 2021 Patch Version 5.26
Furlough Extension
The software/spreadsheet has been updated to incorporate the extension of the CJRS until 30 th
September 2021.
Please see the COVID-19 – Furlough Job Retention Scheme Changes and Important Dates Guide
for further information.
April 2021 Version 5.26
PAYE Legislation
Student Loan Thresholds
The annual thresholds have been updated in line with legislation for 2021/2022.
▪ Plan Type 1 increased from £19,390 to £19,895
▪ Plan Type 2 increased from £26,575 to £27,295
▪ Plan Type 4 is new for April 2021 and has a threshold of £25,000
▪ Postgraduate Student Loans remains at £21,000
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IRIS. Look forwardTax, NI, SSP, SMP, SAP, SPP & ShPP
The rates for tax, NI and statutory payments have been updated in line with legislation for
2021/2022.
Minimum Wage
Minimum wages rates have been updated in line with legislation for 2021/2022.
AE Parameters
The AE Parameters have been updated in line with legislation for 2021/2022.
Starter Checklist
Starter/Leaver Tab
In light of changes made by HMRC to the Starter Checklist, on Employee | Starter/Leaver |
Starter, we have added a Student Loans & Postgraduate Loan label with Plan Type 1, Plan Type 2
and Plan Type 4 tick boxes, thus replacing the current Student Loans section. This allows you to
select one or multiple Student Loan plans for employees.
Following the updates to the Starter Process, we have renamed the following:
▪ Employee Statement frame is now Starter Checklist
▪ Student Loans is now Student Loans & Postgraduate Loan
▪ Postgraduate Loan Indicator is now Postgraduate Loan
▪ Student Loan Indicator is now Plan Type 1
▪ Employee Statement not completed is now Starter Checklist not completed by this
employee
▪ Existing employee (This is not a new employee) is now This employee is not a new starter
to the PAYE Scheme
Statements A, B and C have been changed to:
▪ Statement A: Do not choose this statement if you’re in receipt of a State, Works or Private
Pension. Choose this statement if the following applies. This is my first job since 6 April
and since 6 April I’ve not received payments from any of the following: Jobseeker’s
Allowance, Employment and Support Allowance or Incapacity Benefit
▪ Statement B: Do not choose this statement if you’re in receipt of a State, Works or Private
Pension. Choose this statement if the following applies. Since 6 April I have had another
job but I do not have a P45. And/or since the 6 April I have received payments from any
of the following: Jobseeker’s Allowance, Employment and Support Allowance or
Incapacity Benefit
▪ Statement C: Choose this statement if: you have another job and/or you’re in receipt of a
State, Works or Private Pension
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IRIS. Look forwardExpat Screen
Under Employee | Starter/Leaver | Expat, we have updated the Student Loans & Postgraduate
Loan label with the following fields:
▪ UK Plan 1
▪ UK Plan 2
▪ UK Plan 4
▪ UK Postgraduate Loan
The labels have also been renamed as follows:
▪ Student Loans is now Student Loans & Postgraduate Loan
▪ UK Postgraduate Loan Deduction is now UK Postgraduate Loan
▪ UK Student Loan Deduction is now UK Plan 1
On the Attachment of Earnings screen, if you select more than one UK Plan Type, the system will
save the plan with the lowest figure in the Student Loan section.
Sundry Screen
On the Employee | Starter/Leaver |Sundry tab, we have changed the Previous Employee Code
label to Previous Employee Code / RTI Pay ID.
Starter Checklist Reports
We have changed the Starter Checklist reports to match the layout provided by HMRC.
Student Loans - Scotland
Attachment of Earnings | Employee Details
Following the introduction of Student Loan Plan Type 04 Scotland, which has a threshold of
£25,000 and a 9% deduction rate for tax year 2021/2022 onwards, on the Att’ments | Employee
Details |Type, Student Loan | Plan Type drop-down, we have added the number 4.
Note: You will be informed by the current SL1 notification process if any of your employees
should move to Student Loan Type 4 from Plan Type 1.
Student Loan Rates
Under Govt | Sundry, we have added a new Plan Type 4 frame which includes Annual Threshold
and Rate fields. Above Termination & Sporting Testimonial, we have created a Student Loans
frame.
Payroll Calculation
Although the threshold differs when calculating Student Loan Plan Type 4, there is no change to
the rate or method when calculating student loan deduction.
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IRIS. Look forwardExample
Plan Type 4 (using 2021/2022 monthly thresholds)
Student Loan Plan Type 4
NIable Pay 2,500
Annual Threshold 25,000
Monthly Threshold 2083.33
Deduction Rate 9%
Student Loan Deduction 2,500 – 2,083.33 * 9% = £37 (rounded down
to nearest £)
Government/Pension Parameters
In the SUNDRY STATUTORY RATES section, we have added the Annual Threshold and associated
Rate for Plan Type 4.
RTI Validation
RTI submissions have been updated to include all Student Loan Plan types. The FPS Student
Loan Year to-date value will be a combination of Plan Type 01, 02 and 04 deductions where all, or
either, have existed in the current year.
Conversion
Conversion has been updated to include the new student loan plan type.
IR35 - Off-Payroll Working
Following the last-minute announcement by the Government, in light of the
COVID-19 outbreak, the legislation for implementation of the Off-Payroll Working
(IR35) in the private sector was delayed until April 2021
Off-payroll working rules are more commonly known as IR35. This legislation allows HMRC to
collect additional payments, where a worker provides their services through an intermediary to
another person or entity. The intermediary, in this case, is another individual, a partnership, an
unincorporated association or a company.
All public sector clients and medium or large private sector clients are now responsible for
deciding a worker’s employment status. This includes some charities and third section
organisations.
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IRIS. Look forwardIf the off-payroll working rules apply, the fee payer (the public authority, agency or other third-
party who is responsible for paying the worker’s intermediary) must:
▪ Calculate a deemed direct payment to account for employment taxes associated with the
contract
▪ Deduct those taxes from the payment to the worker’s intermediary
▪ Report taxes deducted to HMRC through RTI, Full Payment Submission (FPS)
▪ Pay the relevant NICs
Here are some useful links with further HMRC guidance on Off-payroll working:
▪ Understanding-off-payroll-working-ir35
▪ Fee-payer-responsibilities-under-the-off-payroll-working-rules
▪ Private sector off-payroll working for intermediaries
▪ Public sector off-payroll working for clients
▪ Preparing-for-changes-to-the-off-payroll-working-rules-ir35
Deemed Direct Payment
The deemed direct payment is the amount paid to the worker that should be treated as earnings
for the purposes of the off-payroll rules.
To calculate the deemed direct payment, you must:
1. Work out the value of the payment to the worker’s intermediary, having deducted any VAT
due
2. Deduct the direct costs of materials that have, or will be used in providing their services
3. Deduct expenses met by the intermediary, that would have been deductible from taxable
earnings if the worker was employed
4. The result is the deemed direct payment. If this is nil or negative, there is no deemed
direct payment
Off-payroll Worker tick box
On Employee Details | Sundry, we have added a new frame and field labelled Off-payroll Worker
which will be enabled and unticked by default. A new tick box has also been added next to the
Off-payroll Worker field.
Note: To successfully set the Off-payroll Worker indicator, the software may send you a warning
to remove or change fields. If you proceed to untick the field after receiving the warning, any
changes made to the other fields will not revert to their original state.
Report Off-Payroll Worker with FPS
We have added an Off-payroll Worker flag in the FPS.
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IRIS. Look forwardEmployee Record
Under Reports | Report Selector | Employee Record | Sundry section, we have added an Off-
payroll Worker field.
Conversion
Conversion has been updated to include the Off-payroll Worker indicator.
RTI
Earlier Year FPS
It is now possible to send a Full Payment Submission (FPS) for a previous tax year and after 19th
April in the current tax year. From 2020/2021 onwards, you can no longer send an Earlier Year
Update (EYU) to correct any mistakes made in the previous tax year. To enable you to submit an
Earlier Year FPS, on the RTI Online Services tab, we have replaced the Send Earlier Year Update
option with a Send Earlier Year FPS menu item.
Note: The Send Earlier Year FPS menu item will only be visible in the software from the
2020/2021 tax year and can only be used from 2021/2022 and subsequent tax years to correct
data from the previous year.
Earlier Year Update
We have removed the EYU menu item from the tax year 2020/2021 onwards. You can only send
an EYU for submissions up to Tax Year 2019/2020.
Earlier Year FPS – Select Employee
When navigating to RTI Online Services | Send Earlier Year FPS, an Earlier Year FPS – Select
Employee screen will display, allowing you to choose an employee from the list. The screen has a
Select Employee frame as well as a Submission frame and drop-down. The purpose of this
function is to allow you to send an Earlier Year FPS where a company is new to IRIS PAYE-Master
and has no knowledge of employees that left whilst on another payroll.
Sending an Earlier Year FPS for a New Starter:
1. Go to RTI Online Services | Send Earlier Year FPS | Earlier Year FPS – Select Employee
2. Select the New Employee button
3. An Earlier Year FPS – Employee Details screen will display. From this screen, you can enter
the required FPS details for an employee who was not on the system and therefore, has
no information for the tax year selected for the Earlier Year FPS. The screen has the
following fields:
▪ FPS Pay ID – you must enter the Pay ID used previously for this employee, if it is not
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IRIS. Look forwardknown, enter a new, exclusive one and tick the Pay ID Changed box
▪ Pay ID Changed
▪ Surname
▪ Forename
▪ Middle Name(s)
▪ Address
▪ Postcode
▪ Country
▪ Gender
▪ Date of Birth
▪ NI Number
▪ Leave Date
▪ Pay Frequency
▪ Pay Date
4. Select Next to open the Earlier Year FPS - Data Entry screen. Enter and amend the data
fields required for inclusion in the Earlier Year FPS
5. On the screen, we have included a Tax Details frame with the following fields:
▪ Tax Code
▪ Week/Month 1
▪ Gr Taxable Pay
▪ Tax
▪ Student Loan
▪ Postgraduate Loan
The Sundry frame includes the fields:
▪ Gross Pension Deductions
▪ Net Pension Deductions
▪ Annual Pension Amount
The NI Details frame has the fields:
▪ NI Table Letter
▪ NI Pay
▪ Employee Total NIC
▪ Employer Total NIC
▪ Earnings to LEL
▪ LEL to PT
▪ PT to UEL
The Statutory Details screen includes the fields:
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IRIS. Look forward▪ SMP
▪ SPP
▪ ShPP
▪ SAP
▪ SPBP
Note: The Statutory Parental Bereavement Pay field will not be visible unless the Earlier Year FPS
is for the tax year 2020/2021 or onwards.
6. If required, from the Earlier Year FPS - Data Entry screen, select the Multiple NICs button
and the Earlier Year FPS – Multiple NI Rates screen will display. Make the necessary
amendments to the following fields:
▪ NI Table Letter
▪ Employee NIC
▪ Employer NIC
▪ Earnings to LEL
▪ LEL to PT
▪ PT to UEL
▪ NI Pay
▪ Current Letter
▪ Previous Letter
▪ Previous Letter 2
▪ Oldest Letter
7. Click Print from the Earlier Year FPS – Data Entry screen if you require a hard copy of the
information
8. Then select Next
9. The Earlier Year FPS Confirmation Screen allows you to see your Earlier Year FPS before
submitting it to HMRC. Note: The National Insurance section will show up to four sets of
data. If only one NI rate has been used in the year, only one set of data will display
10. Again, click Print if you require a hard copy of the data
11. Choose Send to submit to HMRC
Sending an Earlier Year FPS for an Existing Employee
1. Go to RTI Online Services | Send Earlier Year FPS | Earlier Year FPS – Select Employee
2. Click Next
3. An Earlier Year FPS – Data Entry screen will open. Enter and amend the data fields required
for inclusion in the Earlier Year FPS
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IRIS. Look forward4. If required, from the Earlier Year FPS - Data Entry screen, select the Multiple NICs button
and the Earlier Year FPS – Multiple NI Rates screen will display. Make the necessary
amendments to the fields
5. Click Print if you require a hard copy of the information
6. Then select Next
7. The Earlier Year FPS Confirmation Screen allows you to see your Earlier Year FPS before
submitting it to HMRC. Note: The National Insurance section will show up to four sets of
data. If only one NI rate has been used in the year, only one set of data will display
8. Again, click Print if you require a hard copy of the data
9. Choose Send to submit to HMRC
Pending
When selecting RTI Online Services | Send Earlier Year FPS, the software will prompt you to
complete any outstanding FPS submissions (either Normal or Earlier Year) before proceeding
with sending a new one.
Also, the Earlier Year FPS - Data Entry screen has a Pending button which will be disabled if there
are no outstanding Full Payment Submissions.
FPS Changes for 2021/2022
The FPS schema has been updated for tax year 2021/2022 in line with government legislation.
EPS Changes for 2021/2022
We have updated the EPS schema for submissions relating to tax year 2021/2022.
On the Pay | Employment Allowance | State Aid, De Minimis State Aid screen, we have renamed
the Industrial field to Industrial/Other. This change has also been made to the Employment
Allowance screen in the Year-end Restart.
Other Improvements
HMRC Audit File
We have removed the HMRC Audit file from the Help Files.
Password Length for Online Filing Credentials
On Company Details | Online Services | Password, we have increased the limit to 128
characters.
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IRIS. Look forwardP60s
We have updated the P60s for year-end 2020/2021 and to include Statutory Parental
Bereavement Pay (SPBP).
Scottish Widows Contributions File Changes
The Scottish Widows Contributions file has been updated in line with their specification. The
following fields have been added:
▪ Employee pensionable salary for pay period
▪ Employee net regular contribution percentage
▪ Employer regular contribution percentage
16
IRIS. Look forwardUseful numbers
HMRC online service helpdesk HMRC employer helpline
Tel: 0300 200 3600 Tel: 0300 200 3200
Fax: 0844 366 7828
Tel: 0300 200 3211 (new business)
Email: helpdesk@ir-efile.gov.uk
Contact Sales (including stationery sales)
For IRIS Payrolls For Earnie Payrolls For IRIS Payroll Professional
Tel: 0344 815 5656 Tel: 0344 815 5676 Tel: 0345 057 3708
Email: sales@iris.co.uk Email: earniesales@iris.co.uk Email: payrollsales@iris.co.uk
Contact Support
Your Product Phone E-mail
IRIS PAYE-Master 0344 815 5661 payroll@iris.co.uk
IRIS Payroll Business 0344 815 5661 ipsupport@iris.co.uk
IRIS Bureau Payroll 0344 815 5661 ipsupport@iris.co.uk
IRIS GP Payroll 0344 815 5681 gpsupport@iris.co.uk
IRIS GP Accounts 0344 815 5681 gpaccsupport@iris.co.uk
Earnie or Earnie IQ 0344 815 5671 earniesupport@iris.co.uk
IRIS Payroll Professional (formerly Star) 01273 715300 payroll-support@iris.co.uk
IRIS is a trademark.
© IRIS Software Group Ltd 11/2019. 17
IRIS. Look forward
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