PAYROLL OUTSOURCING SERVICES BDO Northern Ireland 2015 1 CONTENTS Our Expert Approach 3-4 Payroll Management Process 5-6 Our Team 7-8 2 OUR EXPERT APPROACH We are committed to providing the very best outsourcing service to our clients, so to achieve this, we only use the best resources we can find. Our approach is one of collaboration and open communication, working with our clients to develop an in depth understanding of their business and the issues that they face. In an increasingly complex tax environment our proactive approach helps keep clients informed on the relevant issues. Keeping you up to date We will keep you up to date with legislative changes and best practice by giving you access to our wide range of useful guides and our annual P11D guide. The recent introduction of Real Time Information Reporting in the UK has meant fundamental changes to the PAYE reporting system and we have worked closely with our existing clients to keep them informed of all the necessary changes and ensure their reporting obligations are being fulfilled. The Belfast outsourcing team currently has over 80 payroll clients, ranging from small employers with under 10 employees to larger businesses with up to 300 employees. We offer a completely bespoke payroll service and ensure that all client requests and queries are dealt with in a timely, efficient and completely confidential manner. Partner led We think you will find a unique difference in our approach to service, due to the substantial input you will receive from our senior people. Greater partner and director time means that you get will benefit from experienced and quick decision making. Helen Allen will be your main contact in relation to the monthly payroll service. She will ensure that all deadlines are met with minimum disruption to your business, working within a time frame that suits you. Helen and her team offer a combination of highly experienced, professionally qualified tax professionals and payroll operators, ensuring you receive the quality, accuracy and confidentiality that you would expect. Dynamics of our team Accessible, responsive, consultative – we believe that you will find the level of interaction and rapport between the specialists working with you refreshing. For the year end payroll compliance reporting, we will work closely with you to ensure that your employees receive their year end tax documentation as early as possible. Our clients like working with us Clients benefit from our innovative thinking, constructive challenge and proactive understanding of the issues they face. The team will be happy to help you with any employment tax related issues or opportunities that may arise outside of the normal compliance cycle, and will always raise any areas that they think may be of interest to you. We offer a wide range of employment related services including P11D & PSA preparation, detailed guidance in relation to expenses and benefits, secondment issues, assistance with HMRC Enquiries, termination payments and reward planning. 3 Client service charter We wanted to make it easy for you to compare our performance to our promises, so we have set out five clear commitments below. 1 2 3 4 5 The team you meet will be the team you get. No-one will be learning on your time. We are an ideas organisation. We will make a contribution every time we meet. If we are starting a project or expect to incur any costs not previously agreed, we will always have that discussion upfront. We will fully manage the transition process from start to finish. 4 PAYROLL MANAGEMENT PROCESS We will provide you with a fully managed payroll service – simply give Helen and her team the data each month and they will do the rest. Our payroll service includes: The creation and maintenance of payroll records for each employee Liaising with your office to collect the base payroll data from which to process the payroll and expenses payments Calculation of Income Tax and National Insurance deductions. Processing of fixed, variable and temporary amendments such as overtime, allowances, bonus payments, expenses, loans, advances etc Calculation of statutory payments and student loan payments. Processing attachment of earnings orders Dealing with any online secure messages sent to us by HMRC in respect of your payroll The submission of National Insurance Number ( NINO) verification requests as appropriate to verify or obtain a NINO for a new employee Provision of forms P45 to leavers & processing of starters Processing employee share options 5 The provision of monthly sage payroll & BACS reports to facilitate payments to your employees and HMRC. Submission of all required reports under Real Time Information to include in year Full Payment Submission Reports ( FPS) and Employer Payment Summaries ( EPS) The provision of Employee Payslips ( secure /e-payslips if requested) The option of direct payments to your employees and related third parties such as HMRC and pension providers The option of bespoke journals to assist with your internal financial reporting requirements Year end compliance including the provision of forms P60, electronic submission of the final Full Payment Submission and Earlier Year Update ( EYU) if applicable PAYROLL PROCESS Collect & Process Data Distribution of Payslips Provision of Draft reports Seamless Service HMRC submissions and final reports to client Approval Process with Client 6 OUR TEAM PETER BURNSIDE TAX PARTNER Tel no: 02890 439009 Mob: 07802 520 455 Email: peter.burnside@bdo.co.uk HELEN ALLEN TAX DIRECTOR Tel no: 02890 439009 Mob: 07891 240 135 Email: Helen is a qualified Chartered Certified Accountant and member of the Chartered Institute of Taxation. Helen has significant experience in HMRC tax investigations including complex PAYE and subcontractor scheme negotiations. Helen is a member of BDO's National Employment Taxation Group and her areas of expertise include tax and social security planning for internationally mobile employees, cross border taxation issues and termination payments. Helen.allen@bdo.co.uk LEANNE O’HARA PAYROLL MANAGER Tel no: 02890 439009 Email: Peter is a qualified Chartered Accountant and member of the Chartered Institute of Taxation, dealing primarily with corporate, capital and international tax issues. His experience of international tax assignments and extensive connections with BDO offices around the world have assisted in constructing numerous international trading and investment platforms. Peter is responsible for the day-to-day running of the employment solutions department, providing growing companies with access to share option schemes and advanced remuneration planning techniques Leanne.o’hara@bdo.co.uk Leanne is the Payroll Manager within BDO Northern Ireland and is responsible for managing the payroll services for 80+ companies, with employee numbers ranging from 1-300. Leanne also deals with other PAYE matters including PAYE Dispensations, PAYE Settlement Agreements, Employer Compliance Inspections and completion of P11D forms. Leanne has 13 years payroll experience working with a wide variety of clients. She gained her Advance Professional Diploma in payroll management in 2007 and is a management member of the Payroll Alliance and also a member of the Institute of Accounting Technicians in Ireland. 7 JENNIFER GILL ASSISTANT MANAGER Jennifer is a member of the Chartered Institute of Taxation and has over 4 years’ payroll processing experience. Jennifer has considerable experience within all areas of employment taxation including remuneration planning and dealing with benefits and expenses issues. Tel no: 02890 439009 Email: Jennifer.gill@bdo.co.uk HELEN MCFERRAN TAX/PAYROLL ASSISTANT MANAGER Helen joined the payroll team in July 2012. She is a member of the Association of Taxation Technicians and has over 7 years’ payroll processing experience. Helen also has considerable experience in employment taxation issues including benefits and expenses analysis. Tel no: 02890 439009 Email: Helen.mcferran@bdo.co.uk KIERA SCOTT PAYROLL ASSISTANT Kiera joined the payroll team in May 2011 and has over 4 years’ payroll processing experience. Kiera is currently studying for her Certificate of Payroll Practice ( BTEC Level 4) Tel no: 02890 439009 Email: kiera.scott@bdo.co.uk 8 This publication has been carefully prepared, but it has been written in general terms and should be seen as broad guidance o nly. The publication cannot be relied upon to cover specific situations and you should not act, or refrain from acting, upon the information contained therein without obtaining specific professional advice. Please contact BDO Northern Ireland to discuss t hese matters in the context of your particular circumstances. BDO Northern Ireland, its partners, employees and agents do not acce pt or assume any liability or duty of care for any loss arising from any action taken or not taken by anyone in reliance on t he information in this publication or for any decision based on it. BDO Northern Ireland, a partnership formed in and under the laws of Northern Ireland, is licensed to operate within the international BDO network of independent member firms. A list of p artners' names is open to inspection at our registered office, Lindsay House, 10 Callender Street, Belfast, BT1 5BN. BDO Northern Ireland is authorised and regulated by the Financial Conduct Authority to conduct investment business. BDO is the brand name of the BDO network and for each of the BDO Member Firms. Copyright© 2014 BDO Northern Ireland. All rights reserved. www.bdoni.com 9