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Add Employer / Contractor Bank Details

Use

You can enter and store your bank details with this service. This is optional. However, if you wish to use our e-Payments section to make payments to the HM Revenue & Customs, you need to enter your bank details. In this screen you can add new bank details.

Path

Employer / Contractor Setup > Employer Details > Employer / Contractor Bank Details > Add New Bank

OR

Payroll Bureau Starter > Account Details > Enter > Employer / Contractor Bank Details > Add New Bank

OR

Multi-Sites Payroll Starter > Head Office Details > Employer / Setup > Head Office Bank Details > Add New Bank

Fields Available

Employer / Contractor Bank Details

• Employer Bank Ref.: Enter your bank reference number here.
• Employer's / Contractor's Bank Name: Enter here the name of the bank with which your Employer / Contractor has an account.
• Employer's / Contractor's Bank Branch Name: Enter here the branch name of the Employer's / Contractor's bank.
• Employer's / Contractor's Bank Address: Enter here the address of the Employer's / Contractor's bank.
• Town / City: Enter here the town or city pertaining to the Employer's / Contractor's bank address.
• County: Enter here the county pertaining to the Employer's / Contractor's bank address.
• Post Code: Enter here the post code pertaining to the Employer's / Contractor's bank address.
• Country: From the drop down list, select the country pertaining to the Employer's / Contractor's bank address.
• Employer's / Contractor's Bank Contact Person 1: Enter here the name of the first person in the bank whom the Employer / Contractor contacts for all bank related activities.
• Employer's / Contractor's Bank Contact Person 2: Enter here the name of the second person in the bank whom the Employer / Contractor contacts for all bank related activities.
• Employer's / Contractor's Bank Tel. No. 1: Enter here the telephone number of the Employer's / Contractor's bank.
• Employer's / Contractor's Bank Tel. No. 2: Enter here any additional telephone number of the Employer's / Contractor's bank.
• Employer's / Contractor's Bank Fax No.: Enter here the fax number of the Employer's / Contractor's bank.
• Employer's / Contractor's Bank E-Mail: Enter here the E-Mail address of the Employer's / Contractor's bank.

Employer / Contractor Bank Account Details

• Employer Account Type: From the drop down list, choose the account type used for the bank transaction.
• Employer's / Contractor's Bank Sort Code: Enter here the Employer's / Contractor's bank sort code.
• Name Shown on the Account: Enter here the Employer's / Contractor's bank account person name.
• Employer's / Contractor's Bank Account No.: Enter here the Employer's / Contractor's bank account number.
• Name Shown on the Account: Enter here the name shown on the Employer's / Contractor's bank account.
• BACS Enabled: If you wish to enable BACS, from the drop down list select YES.
• Currency: From the drop down list, select the currency of the account.

Associated Tasks

• Cancel: If you wish to cancel this screen without saving the details, click on this button.
• Save: If you are sure about all the entries and wish to continue, click on this button. You will be taken back to the Employer / Contractor Bank Details screen, where you can view the newly added bank.

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