Sage 50 Payroll doesn't include NI year to date (YTD) values you enter to employee records manually in the FPS. This is due to aggregated earnings rules to ensure the values your software sends to HMRC are correct.

This means if you set a company up in Sage 50 Payroll part way though the tax year, NI YTDs aren't in the FPS.

This also occurs if you set up an employee with YTD values and they become a director later in the same tax year.

To include the periods that you entered YTD NI values for in the FPS:

• Process the affected individual from the start of the tax year
• Remove the YTD values

If you've already processed a director after manually adjusting their YTD values, reprocess them from the beginning of the tax year. To do this:

1. Back up your data.
2. Select the director on your employee list.
3. Go to Tasks then Rollback.
4. Select Next, check you've selected the right name then select Next.
5. Select the earliest pay period you need to make corrections from.
6. Select Next then Finish.
7. Select Yes then OK.
8. Double-click the director on your employee list to open their record.
9. Go to the Employment tab, then the YTD Values button.
10. Go to the Director's NIC tab.
11. Check the Date Directorship Began is correct and that all values are 0.00.
12. Select OK.
13. Select Save then Close.
14. Reprocess the director from the earliest period required back up to date, and send an FPS adjustment.
    
    NOTE:

    If the issue occurred in a previous tax year, you need to send an adjustment to HMRC.