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Employer Pension Contribution Changes

Updating existing sessions to use a new employer pension contribution rate

As PennyPerfect calculates each pension contribution when the Session is created rather than when the pension form or invoice is created, if the new employer pension contribution rate is to be used on any existing sessions, these sessions need to be manually edited.

Existing sessions that need to be updated may not be editable because PennyPerfect does not allow figures to be changed if they are on an invoice or pension form. To make the session editable it must be removed from the form or invoice that is locking it. The sequence required to do this is as follows.

  1. Delete the Form B for the month that needs to be changed.
  2. Once a Form B has been deleted, all of the Form A's for the month can be deleted, so delete all the Forms A's for the same month.
  3. Delete Invoices for the same month.
  4. All the Sessions for that month can now be updated to ensure they are using the new employer contribution rate.
  5. Recreate the invoices, pension form A's and B's for the month.

Pension legislation is complex and subject to change. PennyPerfect make no claim the information represented here is correct, or that the pension calculations within the PennyPerfect software are correct.