Our support lines are extremely busy as a result of the Coronavirus Job Retention Scheme being administered through payroll. Our Covid-19 Resources Documentation will generally answer your query

Also, please note that our support staff are working from home and may answer your call in a sometimes chaotic home environment. We appreciate your patience.

Coronavirus Job Retention Scheme - Claim Report in BrightPay


A Claim Report is available in BrightPay* to assist users in ascertaining the amounts needed for input into HMRC's Coronavirus Job Retention Scheme online service.

 

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


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 (please see notes at the bottom of this help page for further information regarding the employment allowance)


d) 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


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


f) 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

 

 

 

g) 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 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. 

 

 

 

 

b) For each employee, also 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. 

 

 

 

 


c) Where an employer NIC amount is highlighted in blue, this means that the software needs more information relating to top-up amounts in order to ascertain the correct employer NIC reclaimable. 





  • Click on the highlighted amount and read the information carefully.

  • Confirm the amount of any top-up in the field provided and click OK



 

5)  If your chosen claim period covers some of the 19-20 tax year and you wish to claim amounts for the previous tax year, you will be prompted to enter these amounts manually on the next screen:


 

  • 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 can 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:


 

Employment Allowance:

  • When calculating your reclaimable employer NIC, if you are also claiming the Employment Allowance, this must be taken into consideration.

  • Please see below HMRC's guidance relating to how the Employment Allowance affects your claim:

    In calculating the total employer National Insurance contributions paid in any pay period, the employer should subtract any Employment Allowance used in that pay period. If you have not, or do not expect to pay any employer National Insurance contributions in a pay period as a result of the Employment Allowance, you should not claim any employer National Insurance contributions costs for furloughed employees in that pay period.

    If you expect to exhaust any Employment Allowance in a pay period then you should claim the lower of the employer National Insurance contributions grant calculation, and the employer National Insurance contributions costs that you paid, or expect to pay across your entire payroll.

Need help? Support is available at 0345 9390019 or support@brightpay.co.uk.

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