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Reconcile values on the Control Summary report

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Summary

Check and reconcile values on your Control Summary report in Sage 50 Payroll Ireland before processing a new pay period.

Description

Before you process a new pay period, check that the figures on your Control Summary report are correct. Compare the carried forward totals from the previous period with the brought forward totals in the current period.

Usually, the year-to-date (YTD) totals for Gross Pay, Tax, Universal Social Charge (USC), and Pay Related Social Insurance (PRSI) match. If they don’t, investigate and reconcile the difference.

 TIP: The Revenue Payroll Notification (RPN) can update previous employment YTD figures. This is expected behaviour. 

Resolution

Step 1: Print the Control Summary report

For the current period

  1. On the process map, select View Control Summary.
  2. Select Print.
  3. To close the Control Summary Report Settings, select Cancel.

For the previous period

  1. On the menu bar, go to Miscellaneous, then select Period Archive.
  2. Under Period Archives, select the previous period.
  3. Select Revert.
  4. On the process map, select View Control Summary.
  5. Select Print, then select Cancel to close the window.

Return to the current period

  1. Go to Miscellaneous, then select Period Archive.
  2. Under Period Archives, select the current period.
  3. Select Revert.

Step 2: Reconcile the values

On each Control Summary, check the Cumulative Control Totals section. Compare the Carried Forward (C/Forward) totals from the previous period with the Brought Forward (B/Forward) totals for the current period.

 TIP: The Gross Pay YTD in this section refers to the Taxable Gross Pay YTD.

Why values can differ

Your Control Summary values can differ for several reasons, including:

  • You changed a timesheet after printing the report
  • You manually adjusted an employee’s record, for example, adding YTD values for a mid-year starter
  • You added or deleted an employee
  • You transferred an employee into the payroll
  • You retrieved a new RPN

If the difference is valid, for example, a manual correction. note it on your printed report for reference. If it’s not valid, correct the figures before continuing.

However, if the difference isn't legitimate, you need to make corrections to a previous pay period.

Gross pay and non-taxable payments

The Gross Pay total in the Control Summary includes only taxable payments.

 TIP: The Gross to Nett report and payslips also show only taxable pay in the gross total. 

If gross pay on your reports looks lower than you expect, check whether any employee payments were non-taxable; this explains the difference. 

Example

A weekly paid employee earns €650 in total:

  • €500 is a taxable salary
  • €150 is a non-taxable payment

In Enter Time and Pay, the Payslip Summary shows gross pay of €650, the total of all payments.

On the Control Summary report, only €500 appears in the gross pay total because this report includes taxable pay only.