We are delighted to introduce the HMRC Remittance Report directly within PAB 2.0. This essential payroll report helps you track and manage your HMRC payments efficiently, eliminating the need to switch back to PAB Core for this critical payroll function.
To access this:
Click Main Menu and then click Reports.
Click Payroll Reports and then select HMRC Remittance Report.
Key Benefits:
Streamlined Payroll Processing: Generate HMRC remittance reports without leaving PAB 2.0
Flexible Reporting Options: Choose between Pay Day or Employer Pay Period reporting methods
Intelligent Defaults: Smart date and period calculations based on your payroll setup
Advanced Company Search: Powerful lookup functionality with basic and advanced search capabilities
Automated Processing: Seamless integration with PAB 2.0's automation queue for background report generation
The HMRC Remittance Report screen
When you open the HMRC Remittance Report, you'll see a clean, modern parameter form with all the controls you need to generate your report:
The screen includes:
Company field with search capabilities.
Report Details By dropdown to choose your reporting method.
Conditional date fields that appear based on your selection.
Reset and Run buttons for report generation.
Company Selection with Advanced Search
The Company lookup field offers both basic and advanced search capabilities, with searches performed across Company Reference and Company Name in both modes. Simply start typing in the Company field to see instant search results or click the filter icon to access the advanced search modal.
The basic search provides quick access to your companies by typing either the company reference or company name. Results appear instantly as you type, showing you matching companies from both fields for easy selection.
Flexible Reporting Methods
The Report Details By dropdown gives you two distinct reporting methods to suit your payroll workflow:
Choose between:
Pay Day – Report based on specific date ranges.
Employer Pay Period – Report based on tax year and pay periods.
Pay Day Reporting
When you select Pay Day from the Report Details By dropdown, the form displays date range fields:
Smart Date Defaults:
The system intelligently calculates default dates based on your most recent HMRC remittance period:
Date From automatically defaults to the 6th of the month prior to your last HMRC remittance date.
Date To auto-populates when you enter Date From, defaulting to the 5th of the following month.
This intelligent defaulting saves you time and ensures accurate date ranges for your HMRC remittance reporting.
Employer Pay Period Reporting
Alternatively, when you select Employer Pay Period, the form displays tax year and period fields:
Automatic Period Defaults:
The system automatically populates:
Tax Year defaults to your employer's current tax year.
Period From defaults to your employer's current pay period.
Period To defaults to your employer's current pay period.
These smart defaults streamline your workflow by pre-filling the most commonly used values based on your current payroll processing cycle.
Validation and Confirmation:
When you click Run, the system validates that all mandatory parameters are present and conform to requirements. Once validation passes, you'll see a confirmation message:
The automation process is triggered and queued for background processing, allowing you to continue working whilst your report generates.
Accessing Your Generated Report
Your HMRC Remittance Report is processed through PAB 2.0's automation queue. To access your completed report, navigate to My Processes Queue:
The queue displays your report with:
Process name.
Start and end date/time.
Duration.
Status (Complete).
User information.
Click on the Process Name to view the detailed process information:
Downloading Your Report:
In the Files section at the bottom of the process details, you'll find your generated PDF report ready for download. Simply click the Download button to save your HMRC Remittance Report locally.
Output Format: The report is generated in PDF format, CSV format will be available in the near future.