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Accountants

About the new GP Accountant Functionality

There’s a new GP Accountant role in PCSE Online that, once linked to a GP Pension Scheme Member they are providing services for, allows users with the role to:

  • access the Employee Contribution Statement of Pension Scheme Members
  • create a Type 1 or Type 2 form for them if required
Why has this new functionality been introduced?

The new functionality has been introduced in response to feedback from accountants that they need access to the Employee Contribution Statement of Pension Scheme Members they act on behalf of, so they can accurately prepare Type 1 or Type 2 certificates.

Who can allocate the GP Accountant role?

A User Administrator from the practice where the GP Pension Scheme Member works as a Partner or Salaried GP can allocate the role.

Does the User Administrator allocate this role in the same way they allocate any other role on PCSE Online

There is a new ‘Create GP Accountant’ tab in the User Management section of PCSE Online to allocate the role. 

A GP Accountant is linked to each GP Pension Scheme Member they act on behalf of and is not automatically linked to all Pension Scheme Members in the practice. 

Take a look at our user guide and videos:

 

How does the User Administrator allocate the GP Accountant role?

The User Administrator needs to enter the Pension Scheme Member’ username i.e. the Pension Scheme Member’s registered email address for PCSE Online. in the ‘Create GP Accountant’ tab, then add the GP Accountant’s email address.

If the accountant already has access to PCSE Online, the User Administrator needs to enter the email address the accountant uses to log into PCSE Online i.e. their PCSE Online username. 

If the accountant does not already have access to PCSE Online, the User Administrator needs to enter the email address the accountant wishes to use as their PCSE Online username to allocate the role.

Please note: If the accountant does not already have access to PCSE Online, but they have a contact in our system due to submitting previous queries to PCSE, their details will be auto-populated when the User Administrator enters their email address to create the accountant role.

Once the role is allocated what can the user do on PCSE Online?

The GP accountant user can access the Employee Contribution screen and Type 1 and Type 2 screens on PCSE Online. They can search for a Pension Scheme Member they are linked to by entering their Pension Scheme Membership number, GMC number or NI number.

Take a look at our resources on this topic:

Can more than one GP Accountant be linked to a Pension Scheme Member?

Yes, it is possible for multiple GP Accountants to be linked to the same Pension Scheme Member, if the Member requests the User Administrator to do so.

Can a GP Accountant be linked to multiple Pension Scheme Members?

Yes, it is possible for a GP Accountant to be linked to multiple Pension Scheme Members they act on behalf of

Can the GP Accountant user see the details of any Pension Scheme Member?

No, they will only see the details of any Pension Scheme Members they are to. If they search for a Pension Scheme Member they have not been linked to, no information will be returned.

What happens if a Pension Scheme Member changes their accountant?

The User Administrator should go to the new ‘Manage GP Accountant’ tab in the User Management screen, search for the Pension Scheme Member, click ‘Edit User’, click ‘Deactivate accountant’ and then click ‘Confirm’.

Can the GP Accountant role only be assigned to accountants?

The User Administrator can assign the GP Accountant role to a Financial Advisor, Practice Manager, or another trusted representative if the Pension Scheme Member wants them to view their Employee Contribution Statement and/or support completion of Type 1 or Type 2 forms.