How to set up nest pension scheme on xero

How to set up your Smart Pension account with Xero

Written by Smart Pension Support Updated over a week ago

Xero integrates with Smart Pension via PAPDIS file and has the ability to generate statutory communications.

Guides

Set up a workplace pension guide on Xero.com

Frequently Asked Questions

How do I export the PAPDIS file from Xero?

To export a PAPDIS file from Xero:

Go to the Payroll tab Select All Pension filing Select Pay Period You’ll see three horizontal dots, click these and select Download csv PAPDIS file

Where to I add Company ID and Group in Xero so it is on the PAPDIS file?

To enter the Employer ID (column C on the PAPDIS file):

Go to Settings, then General Settings Click Features Select Payroll settings Select Workplace Pension, then Pension Details For Pension Provider ID, enter 12011089 For Employer ID, enter your Company ID

To enter the Group ( column D on the PAPDIS file):

Go to Payroll, then select Employee from the drop-down menu Enter the employee record Go to the Pension tab, then Pension Group - default

Why is the data in address line 2 (column T ) missing from my PAPDIS file?

Address line 2 is not always automatically populated. If it is missing, you need to re organise address information within the address fields in Xero.