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Maintaining employee year to date values


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When you pay your employees your software keeps a record of the cumulative totals that make up their salary. For example, their pay to date, the total tax and national insurance (NI) contributions.

If you start using your software part-way through the tax year, you need to enter the year to date details for each employee to ensure that their pay is correct, and you've accurate records for HMRC. You can get this information from their P11 Deductions Working sheet or equivalent record.

You can

View the current year to date totals in one place through the employee's record.
Enter the year to date values in your employee records. You can do this for new starters and existing employees whose details are being transferred from another payroll system. Alternatively, You may find it easier to enter the tax, NI and pay year to date values using the quick entry option. Find out more.
View details of how the year to date totals have been calculated. A useful way of confirming that the information is correct. You can print this information for your own records.

Note: This is a feature of Sage 50 Payroll Professional. Find out more.

Getting started

Task	How?
View the current year to date totals in your software.	From the employee list, select the relevant employees > Employee > Employee Record > Employment > YTD Values. The Year to Date values window for the current tax year appears displaying the tax information. To view other year to date information, click the appropriate tab.
If you're setting up your software part-way through the tax year, enter the year to date values in your employee records.	From the employee list, select the relevant employees > Employee > Employee Record > Employment > YTD Values. Is the employee a director? There are special rules that affect a director's NI contributions. See Working with a director's year to date values.
If you prefer, you can use the quick entry option to enter the tax, NI and pay year to date values for more than one employee at the same time. Find out more. Note: Year to date values for attachments, statutory payments and others (such as pension contributions and loan repayments) are entered in the employee's record.
View details of how the year to date totals have been calculated.	From the employee list, select the relevant employees > Employee > Employee Record > Employment > YTD Values. Click the appropriate year to date tab, such as Payments & Deductions > drill down button .

Need more help? You may find the Questions and Answers section useful.

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