How do I generate return data?
- Go to: Payroll > Payroll Tools > Payroll Reports > Teachers Pension Monthly Contributions Reconciliation. The Teachers Pension Monthly Contributions Reconciliation window appears.
- Select the desired Employer from the drop down list.
- Select the desired month in which the Return Period Ends from the drop down list.
- Click the Generate Return Data button. This generates the return's data and also identifies which data is missing.
- When satisfied with the data, click the Generate MCR File button. The .csv file is created and is ready to be uploaded to the Teachers' Pensions website.
Note:
Before you send the .csv file to HMRC, you can check for any issues by re-importing the file into the MCR Template. For more information about the MCR Template, see the Teacher's Pension website.