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Before you start

What to have ready before you log in

Updated this week

Get these things together first. It’ll save you time once you’re in the portal.

About your company

  • Company name and registered address

  • Employer PAYE reference

  • Your chosen contribution rates (minimum: 3% employer, 5% employee)

About your employees

  • Full names, dates of birth, NI numbers

  • Email addresses and home addresses

  • Employment start dates

Your payroll software

If you use Finity, Octopaye, Kintec, Xero, or MoneySoft, check our payroll software guide before your first submission. It’ll show you how to integrate via API or export the pension .csv file.

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