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EPS Details

 Summary

EPS Details is the Employer Payment Summary (EPS) page for a single period. Use this page to review Employer Details and Recoverable Amounts, submit or regenerate an EPS, manually mark it as sent and accepted, and review submission errors.

EPS is not submitted as part of Process Pay Run. Plumm can prompt you to submit EPS after the pay run.

In this article

  • Before you begin
  • Opening EPS Details
  • Employer Details and Recoverable Amounts
  • Gateway actions
  • Reviewing Errors
  • Frequently Asked Questions (FAQ)

Before you begin

You must have an active Payroll add-on to access and use Payroll features.

You need Company Money access and View EPS permission to open the HMRC EPS list.

You need Submit EPS permission to:

  • Submit EPS
  • Regenerate EPS
  • Manually mark as sent and accepted

Your HMRC details must be complete. If they need updating, Submit EPS is disabled and Plumm displays Please update HMRC details and restart the corresponding cycle.

After Process Pay Run, Plumm can display Please submit EPS for this pay period.

No late reason code is required for EPS.

Opening EPS Details

From Company Money, open an Active location, then go to HMRC > EPS.

The EPS list heading is EPS (Employer Payment Submission) and the page heading is HMRC.

Use Search or filter the list by status to find the required period.

Select View on a period that is not Generating.

The details page heading is HMRC EPS and the browser title is EPS Details.

The status tag can display:

  • Not Submitted
  • Submitted
  • Submitted With Error
  • Generating
  • Submitting

Use the back chevron to return to the EPS list.

Employer Details and Recoverable Amounts

Employer Details

The Employer Details section displays:

  • Name
  • PAYE Reference

Recoverable Amounts

The Recoverable Amounts section displays:

  • Tax Month
  • SPP Recovered
  • ShPP Recovered
  • SPBP Recovered
  • NIC Compensation On SPP
  • NIC Compensation On ShPP
  • NIC Compensation On SPBP

Recovered and compensation amounts are displayed to two decimal places.

Gateway actions

Open Gateway, then select Submission to view the available EPS actions.

Not Submitted

If HMRC details are complete and you have Submit EPS permission, you can:

  • Submit EPS
  • Regenerate EPS
  • Manually mark as sent and accepted

If HMRC details need updating, Submit EPS is disabled. The tooltip displays Please update HMRC details and restart the corresponding cycle.

Manually mark as sent and accepted remains available.

Regenerate EPS is not shown in this disabled Submit EPS layout.

Submit EPS

The tooltip displays Once you have reviewed the details below you should submit the EPS.

When selected, the confirmation window displays:

  • Heading: Submit EPS?
  • Message: Are you sure you want to submit this EPS submission?
  • Buttons: Cancel and Confirm

Regenerate EPS

Use Regenerate EPS after making corrections.

The tooltip displays Once you have made corrections you can regenerate the EPS.

When selected, the confirmation window displays:

  • Heading: Regenerate EPS?
  • Message: Are you sure you want to regenerate this EPS submission?
  • Buttons: Cancel and Confirm

For an EPS with a Submitted With Error status, the regenerate tooltip displays Once you have reviewed the details below you should submit the EPS.

Manually mark as sent and accepted

When selected, the confirmation window displays:

  • Heading: Submit EPS?
  • Message: Are you sure you want to mark this EPS submission as complete?
  • Buttons: Cancel and Confirm

Use this option when you need to mark the EPS submission as complete.

Submitted With Error

If HMRC details are complete, you can:

  • Regenerate EPS
  • Manually mark as sent and accepted

If HMRC details need updating, Regenerate EPS is disabled. The tooltip displays Please update HMRC details and restart the corresponding cycle.

Manually mark as sent and accepted remains available.

Submitting

Plumm displays:

EPS Submission has been submitted on {dd MMM yyyy HH} and may take around 2hrs to complete

Submitted

Plumm displays:

EPS Submission has been submitted on {dd MMM yyyy HH}

For any other status where no matching actions are available, Plumm displays Nothing to show here.

After you select Confirm, Plumm displays a toast and returns you to the EPS list after a short wait.

Reviewing Errors

Open Review Errors to review issues associated with the EPS.

The default label is Review Errors (0) until the error count loads.

If errors are available, the label displays Review Errors ({count}).

If there are no errors, the label displays Review Errors and the grid shows No errors.

If the error list cannot be loaded, Plumm displays Unable to load review errors.

The error grid contains:

  • Employee
  • Field
  • Error Description
  • Category
  • Action

Profile errors use a purple tag. Other categories use a yellow tag.

Available actions include:

  • HMRC: Edit HMRC Details – opens Manage Payroll in a new tab.
  • Profile: Edit Profile – opens the person's profile in a new tab.

Use Search... to find a specific error.

You can export the grid as ReviewErrors.xlsx.

Raw Json Response

This section displays the gateway JSON when a poll or process response exists.

If no response is available, Plumm displays Nothing to show here yet.

Raw XML Request

If submission XML exists, select Download to download the EPS XML file.

If XML is unavailable, Plumm displays Nothing to show here yet.

Frequently Asked Questions (FAQ)

  • Who can submit EPS from this page?
    Users with Submit EPS permission can submit an EPS when the status is Not Submitted or Submitted With Error.
  • Do I need a late reason for EPS?
    No. FPS late reporting uses an FPS Late Reporting Reason Code. EPS does not have a late reason dropdown on this page.
  • Why is Submit EPS disabled?
    Submit EPS is disabled when HMRC details need updating. The tooltip displays Please update HMRC details and restart the corresponding cycle.
  • When should I submit EPS after a pay run?
    If Process Pay Run displays Please submit EPS for this pay period, open EPS Details and submit the EPS from Gateway.
  • How long can Submitting take?
    Plumm states that the submission may take around 2 hours to complete.
  • Can I download the EPS XML?
    Yes. Open Raw XML Request and select Download when submission XML exists.
  • Which recoverable amounts are shown?
    The page displays Tax Month, SPP Recovered, ShPP Recovered, SPBP Recovered, NIC Compensation On SPP, NIC Compensation On ShPP, and NIC Compensation On SPBP.