Housekeeping tasks

Tasks you can complete at any time to keep your Sage 50 Payroll Ireland records accurate and compliant, especially before year end.

Check your version

Make sure you're using the latest version of Sage 50 Payroll Ireland. Keeping your software up to date ensures you have the newest features, fixes, and legislation updates.

• Check you're using the latest version of your software

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Check your company information

Before you start a new tax year, confirm that your company details are correct and up to date. Review the following fields in Company Details:

• Company name
• Employer registration number
• Postal address
• Contact details

View the enter company information guide.

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Check employee details

Each employee record must include a valid Personal Public Service (PPS) number. If they don't have a PPS number, enter an employee's PPS number, address, and date of birth.

Also, check the following details, if they apply:

• Directors: Record an employee as a proprietary or non-proprietary director
• New starters: Enter or check an employee's start date
• Leavers: Check a leaver's finish date and finish period
• PAYE exclusion orders: Add PAYE exclusion order details to an employee
• PRSI exemptions: Mark an employee as PRSI exempt
• Shadow payrolls: Record the employee as paid through a shadow payroll

If you have duplicates, you can merge duplicate employee records. Duplicate records can cause incorrect PAYE, USC, or PRSI calculations and result in inaccurate submissions to Revenue.

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