Summary
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 your company information before you process in the new 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:
- Directors - Specify if they're a proprietary or non-proprietary director
- New starters this year - Check a start date is specified within the employee record
- Leavers - Check the finish date and period is specified within Employee Details
- Employee has a PAYE exclusion order, enter the exclusion details in their record
- Employee is exempt from PRSI, specify this within their record
- Employee is on a shadow payroll, indicate this within their record
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.
Africa
Asia
Australia
Canada
France
Kenya
Nigeria
Portugal
South Africa
Spain
United Arab Emirates
United Kingdom
United States
Germany