Check employee details

Periodically review each employee record to ensure all required information is accurate. Incorrect details can affect tax, USC, PRSI, and Revenue submissions.

Print the Earnings Tax and PRSI (ETP) report for each employee and review the values carefully. If you identify incorrect totals and can’t resolve them, contact Sage Support or your Sage-accredited business partner.

Check employee records

Every employee record needs to contain a valid Personal Public Service (PPS) number. If you don't have a PPS number, enter the employee’s date of birth and home address.

• Enter an employee's PPS number, address, and date of birth

Review the following

For directors, confirm whether they’re proprietary or non-proprietary. For new starters in the current tax year, confirm you've entered the start date.

• For leavers, confirm that you've entered the finish date and finish period
• If an employee has a PAYE exclusion order, enter the exclusion details
• If an employee is exempt from PRSI, record the exemption in the employee record
• If an employee is on a shadow payroll, record this in the employee record
• If an employee is a member of an approved occupational pension scheme or PRSA, enter the pension tracing number
• If you have more than one record for the same employee, merge the duplicate records
  Duplicate records can cause incorrect PAYE, USC, or PRSI calculations and result in incorrect submissions to Revenue.

Check your employee information using Basic Report Writer