Before you can generate and transfer your ERR report to revenue, you need to configure some parameters in PeopleXD Expense. One of those parameters is the Claimant parameter.
To update claimant/employee parameters, follow the steps below in back office.
Click CoreExpense then click Update.
Click Enhanced Reporting Requirements.
Double-click 03 - Claimant Parameters.
Update the relevant fields:
Claimant
Exclude Claimant: Enable the checkbox to exclude a claimant from an expense ERR return. If the employee is to be excluded from a Payroll ERR return, this needs to be completed on the ERR Employee Parameters screen in Payroll.
Company Tax Registration: This is used to input a Company Tax Registration Number Override. If filled out, this TRN will take precedence for the claimant over the TRN at the expense company level.
Employment ID: This is used to record an override for the Employment ID, which may be necessary when submitting ERR returns for a different employment ID than the one currently held by the revenue.
Note: It is important to check that the Company Reg Number Override field is maintained when managing Company Tax Registration Numbers on a claimant level.
Once you've done this, you need to configure the rest of the parameters for ERR.