Before you start
If you don't already have a company set up, open Sage 50 Payroll and enter your licence details, then select Next. Then, follow the relevant section below.
Company data location
Sometimes the company data you need to add is on a different computer or on a server. In this case, check that your Windows username has at least Modify access to the data folder.
For assistance with modifying permissions in Windows, contact your local IT support. Once you've confirmed you have access, check you're using the same version of Sage 50 Payroll that last logged into this company data.
After you complete these checks, skip ahead to the connect to an existing company section.
Set up a new company
- Open Sage 50 Payroll and log into your current company.
- Click File, then New Company.
- Select Create a new set of data files, then Next.
- Enter the following details:
- Company Name
- Address
- Post Code
- Tax Dist./Ref - this is your Employer PAYE reference
- Accounts Office Ref
- Click Next.
- Enter a password for the manager username, then confirm it. You'll need to enter this each time you log on with the manager username.
- Enter a security question and the answer, then select Next.
- If you've registered with HMRC for online submissions, enter the User ID, Password and Contact Details, then click Next.
- Click Finish. A progress bar appears while you're setting your company up.
- Enter your current Process Date then select OK.
- To close the list of default reminders, select Mark as Complete.
You can now enter your set up your company and payroll details. Add an existing employee and add a new employee using the Employee Wizard.
If required, you can relocate your data to a different location on your computer, or onto a shared drive such as a server.