View student loan information
Description

You can view student loan deduction information both pre-update and post-update. Find out what reports you can run in Sage 50 Payroll to view student loan information.

Cause
Resolution

Pre-update

The Payment Summary (Part 1) Portrait report shows student loan deductions for the current period.

  1. Select the required employee then click Payroll.
  2. Click Pre-update Reports then click Summary.
  3. Click Payment Summary (Part 1) Portrait.
  4. Click Preview then click OK.

Post-update

The form P32 shows student loan deductions for a particular tax period.

  1. Click Reports then click Period End.
  2. Click Form P32 - Employer Payment Record.
  3. Click Preview then enter the correct tax month then click OK.

The following post-update reports also show student loan values:

  • Employee Student Loan Deductions
  • P11 Deduction Card (NIC Details)
  • Payment Summary History Part 1

To find these reports, select the required employee click Reports then Employee.


View year to date information

  1. Click Employee then select the required employee.
  2. Click Employee Record then Employment.
  3. Click YTD Values then click Other YTD.


[BCB:141:Limitless - 50 Payroll - Statutory Payments:ECB]
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