Auto-Enrolment Preparation Checklist for Accountants
While the legislation brings new admin processes, it also gives firms the opportunity to position themselves as trusted advisors.
·3 min read
*Please note that this page was last updated on 8 January 2026
What is Auto-Enrolment?
On January 1st 2026, Ireland’s long-awaited auto-enrolment pension scheme came into effect, marking a major shift in how retirement savings are handled for employees.
For accountants, this presents both a challenge and an opportunity. While the legislation brings new admin processes and the inevitable client questions, it also gives firms the opportunity to position themselves as trusted advisors during a period of change.
Why Accountants Need to Act Now
Auto-enrolment affects nearly every aspect of payroll and pension administration. Employers need to identify eligible employees, submit required information, and manage contributions and opt-outs through payroll. For practices managing multiple clients, this multiplies quickly into a substantial operational undertaking.
But waiting until your clients come to you for support isn’t a strategy – it’s a recipe for chaos during an already busy period. Whether you manage payroll, advise SMEs, or support HR teams, now is the time to prepare. Here’s what you need to do now to stay ahead and minimise disruption.
How to Prepare for Auto-Enrolment in Ireland:
Preparing for auto-enrolment in Ireland requires changes across payroll, client communication and pricing. Here’s a simple checklist to help you and your clients get ready:
Accountants don’t need every piece of legislation memorised, but they do need clarity on:
Which employees will be automatically enrolled
The role of NAERSA in managing enrolment, opt-outs and refunds
Employer contribution responsibilities
Payroll and reporting requirements
Once accountants understand the framework, they can translate it into practical next steps for their clients.
Want to build your knowledge before advising clients? Watch our webinar on-demand or explore our frequently asked questions.
Not all clients will be affected equally. Some will have only a few eligible employees; others may have large, variable workforces where onboarding and eligibility fluctuate monthly.
Segment clients now, so you can proactively brief the right clients at the right time:
Immediate priority (high employee volume)
Education first (clients unfamiliar with payroll compliance)
Low touch (minimal employee eligibility)
This helps prioritise communications and ensure support is allocated where it’s needed most.
If processes are manual today, auto-enrolment will become painful later.
Look for:
Seamless AEPN retrieval for employee assessment
Automated employer/employee deductions
Reporting that clearly shows contributions and compliance status
If your payroll software does not support auto-enrolment natively, build a migration plan now — not in the middle of the rollout. Manual processes increase the risk of missed deductions, incorrect submissions and client disputes once auto-enrolment is live.
Clients will have questions — lots of them.
Plan ahead by preparing:
Standard email templates explaining auto-enrolment
FAQ document for employers
Guidance on how employees can opt out or change contributions
Many practices are already planning a short ‘Auto-Enrolment: What to Expect in 2026’ email for clients, followed by a more detailed FAQ in the new year. Clear communication significantly reduces phone calls, confusion, and last-minute panic.
*Did you know: BrightPay includes auto-enrolment letter templates, ready to distribute to employees.
Auto-enrolment introduces additional work, and it’s important that this is recognised and priced appropriately.
Build auto-enrolment into your pricing model:
As an add-on service, or
As part of payroll subscription pricing
Being transparent from the outset ensures clients understand the value of the service.
Auto-enrolment is coming — but it doesn’t have to be stressful. Accountants who prepare in advance will reduce manual work, avoid last-minute client panic, strengthen their advisory role and potentially open new revenue opportunities.
Want to see how auto-enrolment works in BrightPay Cloud? Click here to watch a demo today.
This content may have been developed with the assistance of AI tools. Content is reviewed by a member of the Bright team before publication. Guidance on legislation can be obtained from your industry body.
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