Add PAYE exclusion order details to an employee

Record PAYE exclusion order details in Sage 50 Payroll Ireland when Revenue authorises you to stop deducting tax or Universal Social Charge (USC).

Revenue issues a PAYE exclusion order to confirm that you don't deduct tax or USC from an employee’s pay.

If Revenue issues an exclusion order, Sage 50 Payroll Ireland automatically imports it when you retrieve RPNs. When you receive the order directly from Revenue, you can enter it manually in the employee’s record.

Enter PAYE exclusion order details manually

1. On the menu bar, go to Processing, then select Employee Details.
2. Next to the Surname box, select Browse, then choose the relevant employee.
3. Open the Tax / PRSI / USC tab.
4. Under Exceptions & Exclusions, select Apply PAYE Exclusion Order.
5. Enter the start and end dates in the With effect from and Has effect until fields.
   • Refer to the exclusion order from Revenue for the correct dates
6. If the order specifies not to deduct USC, select USC Exempt.
7. Select Save, then Cancel to close the record when finished.

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Additional information

• For exclusions starting in previous pay periods, manually refund any overpaid tax or USC to the employee
• Expired exclusion orders automatically clear at year end
• Active exclusion orders automatically carry forward to the new tax year

 TIP: If you’re unsure about the correct dates or conditions, check the PAYE Exclusion Order issued by Revenue or contact Revenue for confirmation