1. Ensure you have your Sage account and pension account log in details to hand.
2. Open Sage 50 Payroll and take a backup of your data.
3. On the navigation bar click Company then click Pensions Module Settings.
4. Click Set up Pension Data Exchange.
5. Click Next then, next to step one, click Do it now.
6. Enter your Sage account login details then click Sign In.
7. Select the company you want to set up and click Confirm.
8. Click Manage pension accounts then click NEST.
9. Enter your NEST employer ID.
   TIP: This is your unique reference that begins with EMP followed by nine digits. For example, EMP123456789. To check this reference, contact NEST.
10. Enter your User name and password for your NEST online account.
11. Click Save, then click Close.
12. Wait for this to load then click Please assign a company.
13. If you've previously sent pension data for this scheme, enter the process date for the last period NEST received.
14. Select the company to assign to the pension scheme then click OK.
15. Close the Management Centre using the cross in the top right-hand corner.
16. Select the Done check box to mark the task as complete.

You've now set up your NEST pension scheme in the Management Centre and you're ready to complete the second stage of setup.

1. Next to step two, click Do it now.
2. Enter your Sage account login details then click Sign In.
3. In the Schemes to match from the Management Centre section, select the required scheme.
4. In the Schemes in your payroll software section, click the relevant scheme.
5. Click Match Scheme.
6. Click Next then click Save.
7. To take a backup of your data, click Yes then follow the on-screen prompts.
8. Click Finish.
9. Select the Done check box to mark the task as complete.
10. Click Next then click Finish.