Housekeeping tasks in Sage Payroll
Description

Check your version

You can check that you're using the most up to date version of Sage Payroll. Download and install Sage Payroll.


Check your company information

You can check that your company information before you close the tax year. This includes checking that your company name, employer registration number, postal address and contact details are correct and up to date.


Check your employee details are correct

Every employee record must have a valid Personal Public Service (PPS) number. If you don’t have a PPS number for an employee, you must enter their date of birth and home address.

Also do the following, if applicable:

If you have more than one record for an employee, this can cause incorrect tax, universal social charge (USC) or social insurance (PRSI) calculations. This could mean your returns to Revenue are incorrect. To resolve this, you must merge duplicate employee records.


Check your pensions

If you have any pension deductions on your payroll, you must check they have a pension link assigned to them.


Review the Earnings Tax & PRSI (ETP) report

We recommend that you print the Earnings Tax & PRSI (ETP) report for each of your employees to check their values are correct.