Auto-Pilot

Payroll

Auto Pilot applies where there are up to 3 changes in your payroll. Where this occurs we will simply complete your payroll and file it automatically with HMRC and provide you with copies of the normal payroll reports and outputs as usual.

A change is a salary change, employee tax code change, adhoc bonus you asked us to apply, a new benefit, a new starter and other similar changes.

If you payroll contains a leavers and/or variable pay we will always send these to you for approval first. We will also send you payroll to approve where there are more than 3 changes or if in our judgement feel you need to approve.

VAT

Auto Pilot applies to standard UK VAT returns where all 3 criteria are met.
1) VAT return is up to a £20k payment or repayment
2) Queries are below the HMRC adjustment threshold
3) Your client manager does not believe is needs your attention. Where this occurs we will prepare and file your VAT return automatically and provide you a copy of the return and any payment/repayment due once this is complete.

For the purposes of auto pilot a standard UK VAT is a single company VAT return with any postponed VAT adjustments fully complete. It does not include partial exemption returns, any return with postponed VAT adjustments not fully complete or a group VAT return.

HMRC adjustment threshold as stated at gov.uk/vat-corrections.

Your client manager will flag for your attention where they believe the change is large or abnormal or you have changed from a payment to repayment or vice versa for the first time. Your client manager may also over ride auto pilot if in our judgement feel you need to approve.

Confirmation Statements

Auto Pilot applies where
1) There are up to 3 changes in your confirmation statement and
2) You have not made us aware of any changes following us sending a draft to you a month before it is due and
3) Your client manager is not aware of any changes that need to be made. Where this occurs we will prepare and file the confirmation on the due date and provide you a copy of the information.

Your client manager may also over ride auto pilot if in our judgement feel you need to approve.

Accounts Receivable

Auto Pilot applies to sending chases to unpaid invoices where you have not specifically responded to the summary of invoices to be chased sent one working day prior to the chase date requesting a particular supplier or invoice not to be chased. Where auto pilot applies we will send email chases to all customers with outstanding invoices on the agreed chase day automatically.

Accounts Payable

Auto Pilot applies to bill runs prepared ready for your bill run date based on the bills you mark to pay a minimum of one working day before the bill run date. We will then automatically go through the preparer and reviewer stage and pass the bill run onto you for approval. Only once you approve a bill run and transfer funds can a bill run be complete. As a reminder you have final responsibility for any money leaving your business.

Approval Channels

Where auto pilot does not apply and we require your approval we would normally need this in writing. However we may utilise different channels such as electronic email, electronic message, e-sign, portals from time to time to make things as easy as possible.