Set up Sage 50 Payroll Ireland mid-tax year

Enter employee year-to-date values and configure Sage 50 Payroll Ireland when you start processing payroll part-way through the tax year.

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

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

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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.