Solution Properties
Solution ID:
200427112313704
Last Modified Date:
Mon Jun 29 13:14:24 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Set up Sage 50 Payroll Ireland mid-tax year
Description

If you start using Sage 50 Payroll Ireland during the tax year, you must enter year-to-date (YTD) values before processing payroll.

For example, you have:

  • Moved from another payroll software
  • Switched from manual payroll processing
  • Brought payroll in-house from a payroll bureau
Cause
Resolution

Before you start

Before entering YTD values, create the employee records and gather the following information for each employee:

  • Taxable earnings to date
  • Tax paid to date
  • PRSI paid to date
  • USC paid to date
  • Non-taxable deductions, such as employee and employer pension contributions
  • The number of weeks worked during the current tax year

TIP:

Print the Control Summary report before and after entering YTD values. Comparing the reports helps you verify that you've only changed the intended values.

Enter current employment YTD values

  1. Go to Processing, then select Employee Details.
  2. Next to Surname, select Browse.
  3. Open the employee record.
  4. Open the Pay/YTD tab.
    Ignore the following fields; you'll complete these later on the ETP tab:
    • Gross Pay This Employer
    • Tax Paid This Employer
    • Pay for USC This Employer
    • USC This Employer
      If the employee has non-taxable deductions, such as pensions or PRSAs, complete the following fields to ensure the correct cumulative totals on the payslip:

      Employee Financial Year Total employee contributions this financial year.
      Employee Tax Year Total employee contributions this tax year.
      Employee From Start Total employee contributions during their employment.
      Employer Financial Year Total employer contributions this financial year.
      Employer Tax Year Total employer contributions this tax year.
      Employer From Start Total employer contributions during the employee's employment.
  5. Under PRSI, enter the total employer PRSI during the current tax year.
  6. Open the ETP tab.
  7. Select I need to override these values.
  8. Enter the following values:
    NOTE: If an employee has multiple PRSI classes, create a separate ETP line for each class. For example, create one line for PRSI class A1 and another for A0.

    Period Enter the payroll period number, for example, 1.
    Period Date Enter the payroll period date.
    Pay Date Enter the payment date.
    Type Enter N for normal or B for bonus.
    Taxable

    Enter the employee's taxable gross pay to date. Exclude tax-free payments, employee pension contributions, and other pre-tax deductions.
    Tax Enter the tax paid to date.
    PRSIable E'e Enter the gross pay subject to employee PRSI.
    PRSI E'e Enter the employee PRSI paid to date.
    PRSI Code E'e Enter the employee PRSI class. Contact the Department of Social Protection if you're unsure which class to use, visit welfare.ie.
    PRSIable E'r Enter the gross pay subject to employer PRSI.
    PRSI E'r Enter the employer PRSI paid to date.
    PRSI Code E'r Enter the employer PRSI class. If you're unsure which class to use, visit welfare.ie.
    PRSI Base Enter the employee's PRSI base code. If you're unsure, visit welfare.ie.
    Ins Wks Enter the total insurable weeks worked under this PRSI class.
    Left Enter Y only if the employee has left your employment.
    BIK Amount Enter the benefit in kind (BIK) value paid to date.
    BIK Tax Enter the tax paid on the BIK, if applicable.
    BIK PRSI E'e Enter the employee PRSI paid on the BIK, if applicable.
    BIK PRSI E'r Enter the employer PRSI paid on the BIK, if applicable.
    Pay for USC Enter the employee's USCable pay to date.
    USC Enter the USC paid to date.
    BIK USC TP Enter the USC paid on the BIK to date.
    Employment ID

    Enter the Employment ID used in your previous payroll software. Sage 50 Payroll Ireland creates new employees with Employment ID 1 by default. Replace this value if the employee already has an existing Employment ID.

     

    Employees with multiple employments under the same tax registration number need to have a unique Employment ID for each employment.
    Illness Benefit Enter any taxable illness benefit paid during the current employment.
    Property Tax TP

    Enter the Local Property Tax paid through payroll during the current employment, if applicable.
  9. Select Save.
  10. In the Override ETP window, choose the required option, then selec Continue.
  11. Repeat these steps for each employee, then select Cancel.

Enter YTD totals for employee payments

Enter YTD totals for each payment the employee uses. This ensures the correct cumulative values appear on the employee's payslip.

  1. Go to Processing, then select Employee Details.
  2. Next to Surname, select browse.
  3. Open the employee record.
  4. Open the Payments tab.
  5. For each relevant payment, complete the following fields:
    Hours TD If you pay the employee hourly, enter the total hours worked during the current financial year.
    Value TD Enter the total payment value for the current financial year.
    Tax Yr Hours If you pay the employee hourly, enter the total hours worked during the current tax year.
    Tax Yr Value Enter the total payment value for the current tax year.
  6. Select Save.
  7. Repeat steps 2 for each employee.
  8. Select Cancel.

Enter YTD totals for employee deductions

Enter YTD totals for each deduction the employee uses. This ensures the correct cumulative values appear on the employee's payslip.
  1. Go to Processing, then select Employee Details.
  2. Next to Surname, select browse.
  3. Open the employee record.
  4. Open the Deductions tab.
  5. For each relevant deduction, complete the following fields:
    Balance E'e Enter the amount the employee has contributed during the current financial year. For reducing balance deductions, enter the amount still outstanding.
    Total E'e Enter the total amount the employee has contributed during their employment.
    Balance E'r Enter the amount your company has contributed during the current financial year.
    Total E'r Enter the total amount your company has contributed during the employee's employment.
    Tax Yr E'e Enter the employee contributions for the current tax year.
    Tax Yr E'r Enter the employer contributions for the current tax year.
  6. If the employee pays Local Property Tax (LPT) through payroll, enter the annual amount in Total LPT.
  7. Select Save.
  8. Repeat these steps for each employee.
  9. Select Cancel.

Set up the payroll calendar

After entering the employee YTD values, set up the payroll calendar.

  1. Go to Company/Payroll, then select Calendar.
  2. Open the New Calendar tab.
  3. Complete the calendar as though you were processing from the beginning of the year.
  4. Select Update, then open the Calendar Details tab.
  5. Review the calendar settings and make any required changes.
  6. Select Save.

When you process your first payroll, use the period that matches your current point in the tax year.

EXAMPLE:

For example, if your first payroll is in June, create the calendar from 1 January and process Period 6.

Check employee payslips

Process a payslip for each employee and review the tax, PRSI, and USC calculations. The calculations will closely match those from your previous payroll software.

If calculations are incorrect

Incorrect calculations usually occur because one or more YTD values are incorrect.

Common causes include:

  • Incorrect gross pay to date
  • Incorrect Pay for USC value
  • Incorrect PRSI class
  • Incorrect Tax/USC status
  • Incorrect tax credits or standard rate cut-off points
  • Incorrect USC rates or thresholds

To identify the cause:

  1. Go to Processing, then select Employee Details.
  2. Next to Surname, select browse.
  3. Open the employee record.
  4. Open each tab and make any corrections.
  5. Select Save, then Cancel.
  6. Go to Processing, then select Time and Pay.
  7. Under Entry mode, select Random, then Continue.
  8. Next to Employee, select browse.
  9. Open the employee record.
  10. Enter the employee's pay details.
  11. Select Payslip.
  12. Confirm the calculations are correct.
  13. Select Save, then Cancel.
Steps to duplicate
Related Solutions