If you need to change a previous tax year's values, you also need to notify HMRC of these changes.

Use the Amend a Previous Tax Year option to change the two previous tax years.

 NOTE: If you need to amend earlier tax years, contact Sage technical support.

Before you can submit to HMRC

 CAUTION: Submit the amendment before you start reprocessing in the current tax year. If you process beyond this point, you'll receive an error and you can't submit an adjustment.

First, roll back and process the changes you need to submit for the relevant employees. Find out how to use the rollback option.

You can submit an adjustment to HMRC, as long as the liability for that tax year is now different to your original FPS.

 NOTE: There are some situations where you need to submit changes outside of your software. For details of these visit our when must I correct HMRC liability outside of Sage 50 Payroll article.

The Liability adjustment in the submission

When you send this submission, your software calculates the liability adjustment to send to HMRC. To do this, Sage 50 Payroll compares the tax, NI and other liabilities that you've already submitted to what's in your software now.

Your software submits the full difference in liability for the tax year when you send your Amend a Previous Tax Year submission. However, the submission window only displays the liability difference for the final period you processed in the tax year.

Any changes to previous months are in the background of the submission, as changes to the Year To Date values.

Inform HMRC of the changes

 NOTE: Submit the amendment to HMRC before you start reprocessing in the current tax year. 

1. From the Payroll navigation bar, click Change Process Date.
2. Enter the last day of the tax year you need to submit the change for, then click OK.
   TIP: For example, to submit a change for the 2023/2024 tax year, enter 05/04/2024.
3. On the Employee List, click the relevant employees.
4. From the e-Submissions navigation bar, click Amend a Previous Tax Year.
5. Click Continue then click Submit.
6. Check the employee details and liability adjustment.
7. Click Submit.
8. To print a copy, Click here to view and print the submission log.
9. Select the required printer, then click Print.
10. Click Close.