Recording company details and settings

The company settings window gives you the ability to customise your payroll company, allowing you to:

When you create a company in your software, you need to enter the company name and address, the tax district reference and accounts office reference. This is the minimum amount of detail that is needed to get you started. But taking the time to complete the information within company settings enables you to take advance of automated processes, and being able to better organise your employees.

To access the company settings options

To record company details

Note: If some of the options described are not available to you, but you would like to use them, you need to upgrade your software. For help upgrading, visit the Sage Store.

Option name	Description
Tax Off. Name	The name of the tax office for your company.
Tax Dist/Ref	Also referred to as your Employer PAYE Reference. You can find the reference in your HMRC payment booklet (P30BC). If you are unsure, please contact HMRC.
Employer Ref (CSA/CMEC)	If you receive a Deduction Earnings Order (DEO) from the Child Maintenance and Enforcement Commission (CMEC) to deduct child support payments from an employee's salary, enter your employer reference number in this box. You can find this on the DEO. This also covers orders issued by the CSA. If you are unsure, please contact CMEC for advice. To find out how to deal with a DEO, please see Dealing with attachment of earnings orders.
Male Retirement Age Female Retirement Age	The male and female retirement ages are entered for you. You can adjust the ages shown using the boxes provided. Your software uses this information for reporting purposes.
Cash Rounding Amount	If you pay employees in cash, enter the value to which payments are rounded. You can enter either a positive or negative value between -10.00 and +10.00. A positive amount rounds the employee's pay up to the nearest multiple, a negative amount rounds the pay down to the nearest multiple.
Store Historical Data (Years)	Set your software to store data for the required years. This can be up to a maximum of seven years and includes the current tax year. This information is used when your software produces historical payslips and reports. Find out more. Completing your year end process removes any historical data stored beyond the number of years specified. You can also keep a record of your online communication with HMRC for the number of years specified. Find out more.
Eligible for Small Employers' Relief (current tax year)	If you qualify for small employer's relief, select this check box. To qualify for this additional compensation, your total Class 1 NICs must be at or below HMRC annual threshold in the qualifying tax year. If you are unsure if you qualify, please contact HMRC.
Add absence comment	If you want to include comments regarding an employee's absence, select this check box. For example, a box appears when entering SSP in the absence diary of an employee record, so you can enter comments such as the reason for the employee's sickness.
Old style Absence Diary	To change the style of the absence diary to that seen in earlier versions of your software, select this check box.
Show Zero Values on Payslip	To include zero value payments and deductions on an employee's payslip, select this check box.
Update Absence Diary Automatically	To specify whether or not your software automatically updates the absence diary, select this check box . This converts booked holidays into holidays taken. The diary is also updated with days on which statutory payments, such as maternity pay, were made.
Auto Advance Net to Gross Employees	To automatically advance net to gross payments when using Advance Pay in Enter Payments, select this check box. For example, if you want the Net Payment the employee normally receives to automatically carry through to Advance Payments when advancing holiday pay, select the check box. This means you don't need to re-enter the Net Payment in the Advance Pay option of Enter Payments.
Clear Enter Payment Notes on Update Records.	When you update the records in your software, to remove notes added to an employee's payment record using the Enter Payments option, select this check box.
Use Old Style SSP Entry in Enter Payments	We've improved the way in which you record sick pay details for your employees and check their entitlement. If you prefer to do this using the old way within the Enter Payments option, select this check box.
Eligible for Employment Allowance	Employment allowance was introduced on 6 April 2014 and gives you the opportunity to reduce your employer Class 1 national insurance contributions by up to £2000. If you're eligible, to ensure it's calculated in the software, you must select this check box. When you do, you're prompted to submit a one-off employer payment summary (EPS) to notify HMRC that you're claiming employment allowance. Sage 50 Payroll will then calculate employment allowance on any periods updated after the EPS is sent. Find out more.