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If you're setting up Sage 50 Payroll part way through the tax year, you must enter the year to date (YTD) information to date for each employee. This ensures that your software correctly calculates your employees' pay. Using the quick entry option, you can enter the tax, NI and pay year to dates for more than one employee at the same time.
Tip: You can get this information from the employee's P11 Deductions Working sheet or equivalent record.
Note: You should not use this method to enter year to date values for an employee who is a director. Instead, enter the information in their employee record. Find out more.
1. Select the relevant employees from the employee list > Employee > YTD Values.
2. If the employee started working for you part way through the tax year, use their P45 for the current tax year to enter the following:
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Gross Pay for Tax |
The gross pay for tax in the employee's previous employment. |
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Tax Paid |
The tax paid in the employee's previous employment. |
3. Use the Current Employment section if you need to enter details of their pay in this employment, for example, their gross pay for tax. You can get this information from their P11s.
4. In the appropriate NI earnings limit box, enter the amounts shown on the P11 Deductions Working Sheet (NIC Details).
5. Using the Net NICs and NIC Rebate boxes for the employee and employer, enter the amounts shown on the P11 Deductions Working Sheet (NIC Details).
6. To enter YTDs for the next employee > Next.
Tip: You can also use the Employee drop-down list at the top of the window to choose the employee you want.
7. To finish and save the changes > Close.
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Need more help? You may find the Questions and Answers section useful. |
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