CJRS & BrightPay - Claim Report

BrightPay's CJRS Claim Report has now been updated to cater for the new flexible furloughing changes effective from 1st July 2020.

Please note: before proceeding, please read our Notes of Importance when using the Claim Report, which can be accessed here.

1) To access this report, go to Employees > CJRS Claim Report:

2) Complete the first screen accordingly:


a) enter at least a Company Registration Number, a Self Assessment UTR or Corporation Tax Reference, where applicable.


b) enter the start and end date of the Claim Period you are claiming for.


c) enter the amount of your Employment Allowance that you have claimed or expect to claim in this period, should this be applicable.


d) Select a default furlough type (full or flexible) - should the furlough type differ for employees you are claiming for, this can be changed in a later step.

e) enter a default furlough start date - should furlough start dates differ for employees you are claiming for, this date can be changed in a later step.


f) enter a default furlough end date, if known - this is an optional field and can be left blank if not known. 


g) Select a default option for determining the furlough pay for each employee. Should a different method have been used for different employees, this can be changed at a later step.

h) Click Continue 



3) On the next screen, select the employees who have received furlough pay and for whom you wish to claim for, followed by Continue:

4a) For each employee, now confirm their Furlough Type. For any employee for whom the default type doesn't apply, change accordingly. Use the Edit button to copy furlough type settings to other employees.

b) For each employee, confirm their dates of furlough leave. For any employee for whom the default dates don't apply, amend their dates accordingly using the drop down. Use the Edit button to copy furlough date settings to other employees. 

c) Where you have chosen 'Flexible' as the furlough type for an employee, you must now enter their usual hours and their actual hours worked in the claim period in the fields provided.

This data is required in order to accurately calculate the employee's reclaimable employer NIC and employer pension amounts, where applicable.

• Where clickable links are available, this indicates that more than one pay period falls within the claim period, for which usual hours and actual hours must be entered separately for that employee.
  
  
• Click on either of the links and enter the usual hours and actual hours worked for each pay period listed.
  
  
• Click 'OK'.
   
  
  

• The hours will now be totaled and summarised on the main screen:
  
  
  

Important note: where an employee's furlough type has been set to 'flexible', but no hours are subsequently entered by the user, the software will base its calculation on the assumption that the employee is 'fully furloughed'.

d) For each employee, confirm the method by which their furlough pay is to be determined. Should the default setting you have chosen in Step 2 not apply to a particular employee, click the drop down menu and choose the applicable method from the listing. Use the Edit button to apply a setting to other employees. 

e) Once this screen is complete, click Continue

 

6) On the final screen, enter any additional information that HMRC require when making a claim.

• A summary of your claim will be displayed on the left-hand side:
  
  
  

•  Should you wish to view the full report, click Print/Export/Email Full Report...
  
  
• The Full Report should subsequently be printed, exported or emailed for your records
  
  
  

7) If you have more than 100 employees, a CSV file must be uploaded into HMRC's online service containing the details of your claim. 

• Should this be applicable to you, simply click Create CSV File...
  
  
  
  
  
  
  
  
• At the prompt, save your CSV file to a location of your choice and upload to HMRC when ready to do so.

8) Once your Claim Report is completed, simply close out of the utility.

• Before doing so, however, please ensure you have exported your report document or CSV file, so not to lose your entered data. 
  
  
  

Notes to the above

How amounts are calculated

• HMRC’s published guidance has been followed when calculating the relevant amounts for your claim, where applicable.
  
  
• This guidance can be accessed here
  
  
  
  

Pay periods which straddle claim periods

For a pay period covered by multiple claim periods, we apportion the pay period's gross pay into each claim period on a daily basis, where each day has a relative weighting in line with the maximum daily wage amounts as stipulated by HMRC. This is the only method that guarantees accuracy in all scenarios.

Please click here for a working example.

Rounding

In some instances, users may see a few pence difference if comparing HMRC's calculations with those calculated in BrightPay.

This is because the published HMRC calculations are based on rounded amounts for making manual calculation easier. BrightPay uses a more direct and accurate algorithmic version of the calculation instead (similar to those used in NIC calculations) which can result in the few pence difference.