Sage Micropay Payroll Year End 2013 User Guide
Contents
1. Select Add shortcuts to my desktop Click Install When the update process is complete click Finish You are prompted to install the latest Adobe Acrobat Reader if it is not already installed Log into each of your payrolls in turn Your payroll data will automatically be converted so that it works in the new version of the application Micropay 2013 should now be on Version v14 6 Check the top left hand corner of the program window to confirm this Note You ll also have a new shortcut for Micropay 2014 which is version 15 0 Click the News Feeds button to sign up for live alerts AN News Feeds Page 10 of 35 Sage Micropay Payroll Year End 2013 User Guide Part 2 Completing 2013 Processing Finish processing payroll in the 2013 tax year and carry out a number of related tasks Step 1 Process the final pay period s of 2013 Step 2 Update Employee Records Step 3 Check the Company Details Window Step 4 Compare Control Summary and P30 CC124 Step 5 Generate the Earnings Tax amp PRSI report for each employee Page 11 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 1 Process the final pay period s of 2013 Process the remaining pay period s of 2013 in the normal way Extra Pay Periods Normally the last pay period is Week 52 Fortnight 26 etc But in some years there is an extra pay period depending on the date of your first pay period This year there is2. Year End Miscellaneous Company Payroll Details iam Payments A Deductions Employee Profile Details l Construction Workers Pension JLC Rates of Pay Compliance Pension Related Deduction PRD Parking Levy Departments Cost Centres Job Codes Location Codes P30 CC124 Cost Analysis Details Notepad Hourly Rates Cheque Format 3 In the Calendar window open the New Calendar tab 4 Enter the calendar details for Period 1 of the new tax year 5 Click Update Note It s very important to enter the correct PAY DATE for Period 1 of the new tax year This date determines the subsequent dates of all of 2014 s pay periods 6 Inthe Calendar Details tab amend the calendar information as required 7 Click Save 8 Repeat this procedure for each payroll Note The first pay period of 2014 may involve paying the employee for work done at the end of 2013 Alternatively you may have paid employees before Christmas for the early days of January Page 26 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 4 Period 1 of 2014 Set Period 1 of 2014 in the normal way No need for a Budget 2014 software update There is no need for a separate Budget Update to your payroll software this year All the changes necessary to get your payrolls ready for pay processing in 2014 are contained in the PYE Update which you installed at the start of the PYE proces
3. create information manually Keep the backup for six full tax years This is required by the Revenue Commissioners 1 Launch Micropay logging in with the user name ADMIN The default password for ADMIN is PASS but this may be different on your system 2 Select the Miscellaneous Backup menu option Miscellaneous PeopleLink Help Restore System Restore i Period Archive gt System Log System Audit Send eMail 3 In the Backup window click the Select All button 4 Select the Backup System Files checkbox FA Backup Payrolls Name Frequency Period Status Backup Demo Company Not for Resale Four 0 Demo Company Not for Resale Bi Monthl 0 Demo Company Not for Resale Monthly 3 soP Demo Company Not for Resale Fortnightly 0 Demo Company Not for Resale Quarterly 0 Demo Company Not for Resale Weekly 11 Backup System Files Enter back up drive and directory Z FULL SYSTEM BACKUP FYE 2013 Page 7 of 35 Sage Micropay Payroll Year End 2013 User Guide 5 Specify the backup storage location in the Enter backup drive field Create a folder especially for the backup Name this folder FULL SYS BACKUP 2013 or something similar Store the backup somewhere reliable such as on a network drive or memory stick Avoid overwriting previous backups The backup may require 50MB of memory or more 6 Click Backup to proceed 7 The backup is created at t
4. 7 Keep the Earnings Tax amp PRSI reports in your records Page 17 of 35 Sage Micropay Payroll Year End 2013 User Guide Part 3 Payroll Year End Procedures This part of the PYE process deals with printing 2013 statutory reports for the Revenue Commissioners The following steps must be carried out for each of your payrolls in Micropay 2013 e Step 1 Ensure that pensions are set up correctly e Step 2 Generate the P35 to ROS File e Step 3 Generate P60s and Other Year End Certs The steps marked with an asterisk can be deferred for now but must be completed before the Revenue Commissioners submission deadline of February 15 2014 Or if you use ROS both to submit your return and pay the associated payment you can avail of an extended deadline Feb 23 2014 Page 18 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 1 Ensure that pensions are set up correctly The P35 file to be returned on or before 15th February 2014 must include details of any pension contributions made e by the company on behalf of its employees e by employees themselves Ensure that pensions are set up correctly in your system Any deduction relating to a pension PRSA RAC and CWPS scheme must be set up with an appropriate Pension Link For more information select the Year End Tax Year End Process Help menu option Then open the Pensions at Payroll Year End topic If you use ROS both to submit yo
5. Total PRSI Total USC Page 21 of 35 Sage Micropay Payroll Year End 2013 User Guide Control Summary Cumulative Control Totals B Forward New Starters This Period C Forward Gross Pay YTD 273666 00 21001 00 294667 00 Tax Paid YTD 112203 06 8610 41 120813 47 Gross P45 Tax P45 Gross This Emp 273666 00 21001 00 Tax This Emp 112203 06 8610 41 Gross Income YTD 273666 00 21001 00 294667 00 USC Paid YTD 19156 62 1470 07 20626 69 Gross Income P45 USC P45 Gross Income This Emp 273666 00 21001 00 294667 00 USC This Emp 19156 62 1470 07 PRSI Employee 10946 64 840 04 11786 68 PRSI Employer 29419 12 2257 61 Note Please check that the B Forward Values are equal to the C Forward values from the previous pay period P35 Monitor Report Summary section SUMMARY Total Pay 294667 00 Total Tax 120813 47 Total PRSI 43463 41 Total Employee PRSI 11 786 08 Total USC Total Taxable Benefits 0 00 Total Illness Benefit 0 00 Pension Balances Tot Employee Pens Amt 0 00 Tot Employer Pens Amt 0 00 No Employees Pens 0 No Employer Pens 0 PRSA Balances Tot Employee PRSA Amt 0 00 Tot Employer PRSA Amt 0 00 No Employees PRSA 0 No Employer PRSA 0 RAC Balances Tot Employee RAC Amt 0 00 No Employees RAC 0 Local Property Tax Total LPT Employees Total LPT 0 0 oo Note It s also
6. an extra pay period for Weekly and Fortnightly payrolls if the company s first pay date was January 1 2013 For more information about extra pay periods select the Year End Tax Year End Process Help menu option Then open to the Extra Pay Period help topic Automatic Recalculation of PRD amounts If an employee who is subject to the Pension Related Deduction PRD has been in continuous employment in the 2013 tax year the system automatically recalculates the employee s PRD values You can disable the recalculation if necessary If the employee took unpaid leave during 2013 Unpaid leave does not affect the employee s continuous employment status So an employee due a PRD recalculation may not reach 52 insurable weeks during the year In this case you have to manually mark the employee for a PRD recalculation in the final pay period of the year Refunds Arising from the PRD Recalculation If the employee is entitled to a refund arising from any of these recalculations it is added to the employee s final payslip along with an explanatory note For more detailed information about the recalculations select the Year End Tax Year End Process Help menu option and then open the PRD Recalculation help topic Page 12 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 2 Update Employee Records Ensure that information is complete for all employees who worked for the company during 2013 1 Select
7. usually one with the same PPS Number and Gender as another employee record The listed duplicates will be merged automatically on the P35 and reported as a single employee However records displayed in red cannot be merged automatically You may need to merge these manually before you generate the P35 Select the I acknowledge checkbox if you are happy to proceed Click Merge and Continue The P35 Return Type screen appears There are three P35 Return options available Original If you have not already submitted a P35 for 2013 Amended If you have already submitted a P35 for 2013 but some employee details have subsequently changed Supplementary When you want to submit an addition to a P35 return having omitted employee data from the original P35 return By default all employees are included in the P35 However if you want to exclude certain employees click Select Employees Then manually select the employees to be excluded Click Proceed The system checks your data If any errors are listed resolve these before you continue Page 20 of 35 Sage Micropay Payroll Year End 2013 User Guide 10 A screen displays the pension amounts that were processed in payroll If you need to add in amounts contributed outside normal payroll processing use the Adjustments column 11 12 13 14 15 16 Hy P35 Pension Adjustments The Pension Totals below will be submitted on your P35 If you have made pension co
8. 82 44034 82 Jul 10250 41 1750 07 3687 65 15688 13 Aug 11047 04 1886 08 3974 24 16907 36 Sep 9261 49 1581 23 3331 88 14174 60 Total 30558 94 5217 38 10993 77 46770 09 Oct 9843 28 1680 56 3541 18 15065 02 Nov 10708 38 1828 26 3852 41 16389 05 Dec 8610 41 1470 07 3097 65 13178 13 Total 29162 07 4978 89 10491 24 44632 20 Year 120813 47 20626 69 43463 41 184903 57 Page 16 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 5 Generate the Earnings Tax amp PRSI report for each employee 1 Select the Reports Payroll Reports menu option 2 Open the Employee tab 3 Use the Selection fields to specify the relevant employees if necessary The default setting is All Employees 4 Select Earnings Tax amp PRSI We recommend that you print this report in Landscape format using the Courier New Regular Size 8 font a Click Setup b Select Landscape c Click Font d Specify the font settings e Click OK 5 Click Print The reports are printed out for each employee Alternatively you can save the report in PDF or Excel format 6 Confirm that each Earnings Tax amp PRSI ETP report is complete and correct Bear in mind that there may be valid reasons why an entry is missing such as an employee being on holiday If the ETP report is incomplete or incorrect resolve any outstanding issues before you print P60s or create your P35 If you need more information about this contact your support provider
9. Company Details Window 1 Select the Company Payroll Company Details menu option 2 Ensure that the company details such as the Tax Registration Number and the Contact Details are up to date and correct Make any necessary changes Contact details must be included on ROS returns Make sure that phone and fax numbers don t contain spaces or dashes and that there are no special characters in the company address These can cause problems for ROS Step 4 Compare Control Summary and P30 CC124 Now you need to compare totals in the Control Summary and P30 CC124 reports 1 Select the Reports Payroll Reports menu option 2 The Payroll Reports window opens Select Control Summary in the Payroll tab 3 Click Print The Control Summary prints out Payroll Employee Payments Company Report Selection Batch Pause 5 equence Control Summary O Gross to Nett O Payments O Deductions O Construction Pension OP30 00124 OPRD30 Leavers From a g To O Cash Dissection O Payroll Audit O Cost Analysis O Departmental Time Analysis C O SEPA Readiness gO File Exports O Cost Per Employee Fl OOOOOOUOOOOOO0H Batched Reports Printer Sage PDF Printer 4 50 on LPT1 Default Printer 4 Now you are ready to print out and optionally save the P30 CC124 Select the P30 CC124 radio button 5 Click Print 6 Specify whether you want to include quarterly subtotals by clicking Yes or N
10. End Tax Set up 2014 Tax Year menu option 3 Follow the onscreen instructions All payroll data is copied into Micropay 2014 and is stored separately from 2013 data e Employee cumulative tax year values for 2013 are cleared e Leavers from 2013 are not transferred into the new year Tax Year 2014 is now ready for payroll processing You can now log into Micropay 2014 This is Version 15 0 You don t need to close down Micropay 2013 first You can have Micropay 2013 and Micropay 2014 open at the same time Step 2 Open Tax Year 2014 1 To open Micropay 2014 double click the Micropay 2014 shortcut icon on your desktop 2 Log into the payroll in the normal way You are now logged into the 2014 tax year Budget 2014 changes have already been applied to your payroll software as part of the PYE 2013 Update This year there s no need for a separate Budget Update The payroll s status is currently blank You have not yet set Period 1 of 2014 Page 25 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 3 Set up a New Payroll Calendar Now set up the 2014 payroll calendar for each of the payrolls you operate It s also possible to set up the calendar on the fly by simply setting Period 1 in the next step 1 Log into a payroll in Micropay 2014 and ensure that your Micropay version number is 15 0 by checking the title bar 2 Select the Company Payroll Calendar menu option Company Payroll
11. Sage Micropay Payroll Year End 2013 User Guide Sage Micropay Payroll Year End 2013 User Guide This guide covers the Payroll Year End 2013 process You can read it onscreen or print it out For additional PYE advice select the Year End Tax Year End Process Help menu option Page 2 of 35 Sage Micropay Payroll Year End 2013 User Guide News Feeds Use the News Feeds feature to stay up to date with the latest information about Micropay To enable News Feeds 1 Click the News Feeds button on your Micropay tool bar News Feeds 2 The News Feeds page opens Click the Configure Feed button 3 The Feed Configuration window opens Select the Enabled checkbox 4 Click OK to save your settings You can also subscribe to Micropay news feeds through your Internet browser Video Demos The Sage web site provides a set of video demos that go through the steps involved in the Payroll Year End 2013 process To play these videos go to https my sage co uk ireland support payroll payroll year end video tutorials aspx Page 3 of 35 Sage Micropay Payroll Year End 2013 User Guide Payroll Year End 2013 Checklist This checklist is also available as a separate printable document Select the Year End Tax View Checklist menu option miS miN m Step 1 Register with ROS Revenue Online Service on page 6 Step 2 Take a Full System Backup on page 7 Step 3 Download and Install the Payroll Ye
12. a good idea to compare the Total LPT value in the P35 Monitor report with the LPT Year total on the P30 CC124 report When the values above have been verified you can submit the ROS P35 file on the ROS website http www ros ie The file to submit has the extension P35 Another file with the same name and a MON extension is also created You should not submit this file Page 22 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 3 Generate P60s and Other Year End Certificates You must generate the following reports for each employee still employed by the company at the end of the 2013 e P60 e PRD 60 Required for any employees who are subject to the Pension Related Deduction PRD which applies to certain public sector organisations 1 Select Year End Tax Tax Year End Reports 2 Select one of these options o a P60 option o PRD 60 3 By default all employees will have their reports printed out However if you want to specify a particular range of employees instead use the Sort amp Filter fields You can print P60s in either English or Irish If the application detects any errors in your payroll data they will be listed onscreen when you try to create the P60s You must correct all errors before you can create the P60s 4 Click Preview or Print Micropay also has an option to e mail P60s to employees The Micropay help file contains information about how to set this up The relevant P60s
13. an optional set of tasks that you carry out in Micropay 2014 It involves Accounting Financial Year End tasks which can be carried out whenever is appropriate for your company financial or deduction year end Cleardown tasks prevent financial balances from being carried over into the new year e Step i Clearing Cost Analysis e Step 2 Clearing Payments e Step 3 Clearing Deductions Note More detailed information about these steps is available in the Micropay help file s Financial Year End topic If your new financial year coincides with the new tax year print the following payroll reports before carrying out the steps listed above e Cost Analysis e Payments Ensure that the Leavers checkbox is selected e Deductions Ensure that the Leavers checkbox is selected Page 32 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 1 Clear Cost Analysis The Cost Analysis feature enables you to associate payments and deductions with departments and cost centres This enables you to get a breakdown of where in your organisation costs occur At the end of the Financial Year you may wish to clear Cost Analysis totals Select Year End Financial Clear Cost Analysis Click OK to carry out the cleardown For more information click the Help button and then read the Cost Analysis Details help topic Step 2 Clear Payments You can clear selected payment balances that were accumulated du
14. ar End 2013 Update on page 9 Do this as soon as the update is available The update contains all the payroll changes announced in Budget 2014 Step 1 Process the final pay period s of 2013 on page 12 Step 2 Update Employee Records on page 13 Step 3 Check the Company Details Window on page 14 O miN miN mig m Step 4 Compare Control Summary and P30 CC124 on page 14 Step 5 Generate Earnings Tax amp PRSI report for each employee on page 17 Step 1 Ensure that pensions are set up correctly on page 19 m Step 2 Generate the P35 to ROS File on page 20 E Step 3 Generate P60s and Other Year End Certs on page 23 m Step 1 Create Tax Year 2014 on page 25 Step 2 Open Tax Year 2014 on page 25 Step 3 Set up a New Payroll Calendar on page 26 Step 4 Period 1 of 2014 on page 27 Step 5 Tax Credit Import P2C File on page 29 Step 6 Enabling CSO Reporting on page 31 OO oO o o o o Step 7 Construction Workers Pensions on page 31 Step 1 Clear Cost Analysis on page 33 u Step 2 Clear Payments on page 33 m Step 3 Clear Deductions on page 34 Q Steps marked with an asterisk can be deferred but must be completed before the Revenue Commissioners submission deadline of Feb 15 2014 Or if you use ROS both to submit your return and pay the associated paymen
15. e Make sure that the P2C file s name is based on the company s Tax Registration Number e Also check that the P2C file s tax year matches that of the payroll Make sure that the payroll s pay frequency matches that of the P2C file Click Next to proceed The Select Tax Credit Record window displays This window lists all the tax credit records in the P2C file Records with apparent discrepancies are displayed in red Other records are displayed in black and are selected by default Possible types of discrepancy include e Records for employees who have left your payroll e Records for employees who have not yet been added to your payroll e The employee s Previous Employment Gross Pay in Micropay exceeds the corresponding value in the Tax Credit Import file e The employee s Previous Employment Tax Paid value in Micropay exceeds the corresponding value in the Tax Credit Import file You can import records that have discrepancies but doing so risks introducing errors to your payroll system Investigate the cause of each discrepancy and consult with Revenue to clarify any relevant issues When you have selected all the records you want to import click Import Now The Import Progress window displays a summary of the import process You can generate a more detailed report on the import process by clicking the Print Tax Credit Import Reports button You can also print this report or save it as a PDF by selecting the Miscel
16. ect the Use CSO Reporting Feature checkbox Enter the company s CBR number This is provided by the CSO Click OK Make sure that payments and employee data are properly set up for CSO reporting Do not begin processing payroll data in 2014 until you re sure of this For more information select the Help Help Topics menu option In the Payroll Reports chapter open CSO Reporting Step 7 Construction Workers Pensions If you are running a Construction Workers Pension Scheme CWPS you should now clear the scheme s 2013 balances and history and set up a CWPS calendar for the 2014 tax year The 2014 CWPS scheme starts on Monday December 30 2013 BR Select the Year End New Construction Pension Year menu option Confirm that you want to clear the balances and history by clicking Yes To set up a calendar select the Company Payroll Construction Workers Pension menu option Open the Calendar tab Review the default calendar details If you are satisfied that these meet your requirements click OK Alternatively to set up your own calendar details click Create New Calendar Follow the onscreen instructions and then click OK For more information about CWPS schemes select Help Help Topics and refer to the Construction Workers Pensions section of the Company Payroll Details chapter Page 31 of 35 Sage Micropay Payroll Year End 2013 User Guide Part 5 Accounting Financial Year End Part 5 is
17. he specified location Click OK The backup process is now complete Note Backup files open only within Micropay You can t open a backup from the folder in which it is saved Page 8 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 3 Download and Install the Payroll Year End 2013 Update The PYE 2013 Update makes your payroll system ready for PYE 2013 tasks and includes relevant Budget 2014 changes So there s no need for a separate Budget Update this year The PYE Update is the only update your software needs to begin 2014 pay processing THE PYE 2013 UPDATE IS AVAILABLE AS A DOWNLOAD ONLY DOWNLOAD AND INSTALL IT AS SOON AS IT IS AVAILABLE DON T WAIT UNTIL THE FINAL PAY PERIOD OF 2013 YOU CAN USE e AUTO UPDATES recommended Make sure you have enabled the Auto Update feature see below You can also set this feature so that updates are downloaded and installed automatically THE SAGE WEBSITE If you want to download the update manually log into your MySage account through the link below and view the Micropay Downloads tab https my sage co uk ireland support premium support payroll aspx Enabling Auto Updates Make sure the Automatic Software Updates feature is enabled This will ensure that you get the PYE 2013 update as soon as it s available 1 Select the Tools Internet Options menu option 2 In the Software Updates tab select one of the Automatic checkboxes We recommend
18. laneous Tax Credit Import Print Tax Credit Import Report menu option Page 29 of 35 Sage Micropay Payroll Year End 2013 User Guide You can specify which sections of the report you want to print and whether you want to generate a detailed or a summary report Click Done to close the window Spot check a few Employee Details records to confirm that the tax credit information has been updated correctly Manual Tax Credit Import You can also update each employee s tax credit information manually However Sage strongly recommends that you follow the method detailed above 1 2 Open each employee s Tax PRSI USC tab Enter the yearly Tax Credit and Standard Rate Cut Off values Ensure that the correct Tax USC Status is specified for the employee The Tax Status is specified by the Revenue Commissioners Enter the employee s USC threshold values Local Property Tax LPT information can be added in the employee s Deductions tab Click Save when you have updated the employee s information Page 30 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 6 Enabling CSO Reporting If your company has been selected by the Central Statistics Office CSO for surveying purposes you need to enable the CSO Reporting feature Note If you haven t been selected by the CSO you can skip this step 1 6 2 3 4 5 Select the Company Payroll Company Details menu option Open the CSO tab Sel
19. nt to zero Set up the Payroll s next holiday year start and end dates Do not roll forward the Payroll s holiday and absence year Continue Set Period Cancel Set Period To check the Holiday Year finish date select the Company Payroll Company Payroll Details menu option and then open the Holidays tab For more information click the Help button in the toolbar and then read the Holiday Cleardown and Roll Forward topic in the help file Page 28 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 5 Tax Credit Import P2C File If you are a ROS Revenue Online Service customer a Tax Credit File P2C file will be available for you at the ROS web site https www ros ie login jsp This contains the 2014 tax credits and cut off points USC rates and LPT information where relevant for your employees The P2C file may not be available at the beginning of Tax Year 2014 You can process pay using the 2013 information until the 2014 file is available To transfer the tax credit information into Micropay Sage strongly recommends that you follow these instructions 1 2 Select the Miscellaneous Tax Credit Import Import Tax Credits menu option The Locate Tax Credit Import File window opens Here you specify the location of the P2C file you have received from the Revenue Commissioners The default location is the application folder but you can browse to a different location if necessary
20. ntributions that were not recorded in Micropay enter these as adjustments prior to submission of P35 Click Proceed to finish P35 generation Pension Balances Total employee contribution Total 11400 0 Adjustment 11400 00 0 00 Total employer contribution 0 0 0 00 0 0 No of EEs who contributed No of EEs for whom you made contributions 0 0 PRSA Balances Adjustment Total employee contribution Total employer contribution No of EEs who contributed No of EEs for whom you made contributions RAC Balances Total employee contribution No of EEs who contributed 0 00 0 00 0 0 J Adjustment 0 00 Cancel For more information select the Year End Tax Year End Process Help menu option and then open the Pensions at Year End and P35 to ROS submission help topics Click Proceed to continue The ROS P35 Save As screen is now displayed By default the file is saved in the P35 subfolder in the payroll s ROS folder You can specify a different location if necessary Click Save In the P35 ROS Complete window click View Monitor Print out the monitor report for your records Check the overall totals against your last Control Summary using this table Gross This Employment C Fwd Tax This Employment C Fwd PRSI E e C Fwd PRSI E r C Fwd USC This Employment C Fwd See the example on the next page Total Pay Total Tax
21. o The P30 CC124 prints out Page 14 of 35 Sage Micropay Payroll Year End 2013 User Guide 7 Compare the information on the reports as follows Make sure that each Control Summary value matches the corresponding P30 CC124 value Tax This Employment C Forward PAYE Year USC C Forward USC Year PRSI E e C Fwd PRSI E r C Forward PRSI Year See the example on the next page Page 15 of 35 Sage Micropay Payroll Year End 2013 User Guide Control Summary Cumulative Control Totals B Forward New Starters This Period C Forward Gross Pay YTD 273666 00 21001 00 294667 00 Tax Paid YTD 112203 06 8610 41 120813 47 Gross P45 Tax P45 Gross This Emp 273666 00 21001 00 294667 00 Tax This Emp 112203 06 8610 41 Gross Income YTD 273666 00 21001 00 294667 00 USC Paid YTD 19156 62 1470 07 20626 69 Gross Income P45 USC P45 Gross Income This Emp 273666 00 21001 00 294667 00 USC This Emp 19156 62 1470 07 PRSI Employee 10946 64 840 04 11786 68 PRSI Employer 29419 12 2257 61 Note Please check that the B Forward Values are equal to the C Forward values from the previous pay period P30 CC124 Month PAYE USC LPT PRSI Total Jan 9616 96 1641 92 3459 76 14718 64 Feb 12077 78 2062 06 4345 06 18484 90 Mar 10625 97 1814 19 3822 76 16262 92 Total 32320 71 5518 17 11627 58 49466 46 Apr 9061 00 1547 00 3259 75 13867 75 May 9879 77 1686 79 3554 31 15120 87 Jun 9830 98 1678 46 3536 76 15046 20 Total 28771 75 4912 25 10350
22. oon Each deduction has four amounts e Std Amt amount deducted in each period e Fin Yr Bal deduction total accumulated since the last clearance e All a running total of the deduction since the deduction was first introduced you may wish to retain this value for pension purposes for example e Tax Yr Bal tax year balance Take particular care when considering clearing the balance on an employee loan repayment 3 You can also clear the employee pension history by selecting the checkboxes in the Pensions Employee File section If you select nothing nothing will be cleared 4 Click OK to carry out the cleardown Page 34 of 35 Sage Micropay Payroll Year End 2013 User Guide PYE 2013 Complete THIS COMPLETES THE 2013 PAYROLL YEAR END PROCESS This year there s no need for a step involving installing a Budget Update For further information about PYE visit our web site http www sage ie Page 35 of 35
23. or PRD Certs are generated One copy is generated per employee PRD35 Report The Pension Related Deduction PRD is a gross deduction for certain public sector organisations You must generate a PRD35 report for the whole payroll if any employees in the payroll are subject to the Pension Levy 1 Select Year End Tax Tax Year End Reports 2 Select PRD 35 3 Click Print The PRD 35 certificate is generated for this payroll Submit this to the Accounting Office of the parent Department Note Micropay will generate the PRD60 reports for you automatically But if for any reason you need to obtain a blank copy of one of these forms go to http www finance gov ie viewdoc asp DocID 6048 Page 23 of 35 Sage Micropay Payroll Year End 2013 User Guide Part 4 Start of Tax Year 2014 Part 4 of the Payroll Year End process involves getting ready for 2014 pay processing Carry out all these steps before processing the first pay period of 2014 Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Create Tax Year 2014 Open Tax Year 2014 Set up a New Payroll Calendar Period 1 of 2014 Tax Credit Import P2C File Enabling CSO Reporting Construction Workers Pensions Page 24 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 1 Create Tax Year 2014 CARRY OUT THIS STEP IN ALL YOUR PAYROLLS 1 Log into the payroll in Micropay 2013 This is Version 14 6 2 Select the Year
24. ring the Financial Year For example you may want to reset a payment used to calculate holiday pay 1 Select Year End Financial Clear Payments 2 A table displays all the payments that can be cleared EA Clear Payments Title Hours Values 1 Basic 2 Time 1 2 3 Double 4 HolidayHrs 5 Salary 6 BIK 8 Mileage 3 Gross2Nett 10 HolidayD ay 11 Redundancy 12 ShareRenum moog O O O O O 7 DB TX O O O O O O Select the relevant Hours and Values checkboxes to clear the amounts for the selected payments If you select nothing nothing will be cleared 3 Click OK to carry out the cleardown Page 33 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 3 Clear Deductions You can clear selected deduction balances that were accumulated in the Financial Year For example you can reset the balance of a subscription deduction You can also clear employee pension deduction balances for e the Financial Year to date e the entire span of time that pension contributions have been made 1 Select Year End Financial Clear Deductions 2 Select each deduction amount to be cleared n Ea Clear Deductions Tite StdAmt Fin YrBal All Tax Yr Bal 1 PenStd 2 PenFormula 3 Advance 4 SocialClub 5 CWPS G 6 CWPS N 7 CWPS AVC oooga OOOOOOOOOOOO O O O O O O O O O O O Pensions Employee File C Financial YTD Ee and Er C From Start Ee and Er ee a c
25. s Employer s PRSI in 2014 A reduced rate of employer s PRSI of 4 25 was introduced in 2011 for employees earning less than 18 000 per annum This provision was intended to encourage businesses to take on employees Under existing legislation this expires on December 31 2013 The rate reverts to 8 5 for 2014 Change to the Pension Related Deduction PRD Budget 2014 did not introduce any change to the PRD rates and thresholds However under existing legislation the 5 rate which applies to annual earnings between 15 000 and 20 000 will be reduced to 2 5 from January 1 2014 Page 27 of 35 Sage Micropay Payroll Year End 2013 User Guide Rolling Forward the Holiday and Absence Year Normally if your Company Holiday Year coincides with the Financial Year the holiday and absence information is rolled forward at Financial Year End If the Holiday Year finish date is 31 12 2013 the system will automatically provide an option to roll forward the holiday information when you are setting the first period of 2014 The holiday year for this company runs from 01 01 2013 to 31 12 2013 This new period s run date falls on 31 12 2013 which is the last day of the holiday year Do you wish to roll forward the company s holiday and absence year Roll forward the Payroll s holiday and absence year Clear down settings Carry forward employee holidays due into next holiday year Set employee s holiday adjustme
26. t you can avail of an extended deadline Feb 237 2014 Page 4 of 35 Sage Micropay Payroll Year End 2013 User Guide Part 1 Installing the Payroll Year End 2013 Update CARRY OUT THESE STEPS IMMEDIATELY Part 1 involves the following steps e Step 1 Register with ROS Revenue Online Service e Step 2 Take a Full System Backup e Step 3 Download and Install the Payroll Year End 2013 Update Install the PYE 2013 update as soon as it is available You don t need to wait until the final pay period of 2013 This update also contains all necessary Budget 2014 changes This year there s no need for a separate Budget Update Page 5 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 1 Register with ROS Revenue Online Service If you have not already done so register with the Revenue Online Service ROS immediately at http www ros ie You won t be able to carry out the Submit P35 to ROS step unless you are registered Note It can take a few weeks to register so allow plenty of time for this The ROS Technical Helpdesk phone number is 1890 201106 For more information select the Year End Tax Year End Process Help menu option and then open the P35 to ROS submission help topic Page 6 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 2 Take a Full System Backup Before installing the Payroll Year End Update take a backup to minimise the risk of ever having to re
27. the Check and download Sage software updates and automatically install them when I exit option 3 Click OK You have activated the Automatic Software Updates feature Downloading and Installing the PYE Update 1 Make sure the payroll system has the status Start of Period or End of Period 2 Your current version of Micropay should be v14 4 or higher Check the title bar to make sure that this is the case If your version is v14 3 or lower contact your support provider for instructions 3 You may need administrator rights on your computer to install the update If you are unsure about this contact your IT person Page 9 of 35 10 11 12 13 14 15 16 Sage Micropay Payroll Year End 2013 User Guide When the Auto Updates feature notifies you that the PYE 2013 Update is available to download and install close all Sage products and click Yes Accept the licence agreement by selecting I Accept checkbox Click Next Select the type of installation you require paying close attention to the onscreen information about these options e This Computer Client Server Note If you run a client server installation carry out the Server update before any Client updates Click Next Specify whether you want to use Typical settings or Custom settings If you choose Custom you can change the locations of the program and data folders specify a Start menu group for the software Click Next
28. the Processing Employee Details menu option 2 Check the tabs in each employee details record making sure all relevant information has been entered Personnel Tax PRSI USC Pay YTD Holidays Absence Payments Deductions ETP Split Costing CSO JLC User defined Surname First Name PPS Number 0007 m i G leisha mns 3 Department a Cost Cente o Address Contact Details Gender 101b The Apartment Email fennell mailinator com OMale O Female Director C Director Pleasantville Telephone 4522334 Kery Mobile Postcode County Kerry Salary Photograph Bank Details Salary Rev Date 01 01 2014 g Account Name Leisha Fennell Start Date IBAN BIC 30708 2004 Max Nett Pay 0 00 Min Nett Pay 0 00 Sort Code 30 14 43 Account Code 00077777 PPS Number Every employee record should have a valid PPS Number In the absence of a PPS number the Date of Birth and Address must be specified This is to enable the system to match any duplicate employee records correctly when you are creating the P35 ROS submission Also the P35 ROS submission will be rejected by the Revenue Commissioners unless all employees have either a PPS Number or a Date of Birth and Address Finish Period Date Every leaver should have a Finish Period and a Finish Date Page 13 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 3 Check the
29. ur return and pay the associated payment you can avail of an extended deadline Feb 23 2014 Page 19 of 35 Sage Micropay Payroll Year End 2013 User Guide Step 2 Generate the P35 to ROS File Now you need to generate a P35 file for the Revenue Online Service ROS and submit it on the ROS website which is http www ros ie The full set of official Revenue Commissioners P35 documentation is here gt E http www revenue ie en business paye p35 end year returns html You must be registered as a ROS customer The submission deadline is Feb 15th 2014 If you use ROS both to submit your return and pay the associated payment you can avail of an extended deadline Feb 23 4 2014 The P35 Disk is no longer accepted by the Revenue Commissioners Select Year End Tax Tax Year End Reports Select the P35 Returns via ROS radio button Click Create Read the message onscreen about Tax Registered Companies If you are happy to proceed click Continue If you have more than one payroll with the same Tax Registration Number you should consolidate these payrolls into a consolidation company In the consolidation company generate a single P35 file that covers all the consolidated payrolls Click here for a MySage article about consolidation companies If the system detects any duplicate employee records the Merge Duplicate Employees window opens listing the duplicates A duplicate employee record is
Download Pdf Manuals
Related Search