When importing employee details into Sage 50 Payroll, you may find that the employees tax code is removed or appears blank.

This only happens if the tax code field is blank or missing from the import file.

This is currently under investigation.

NOTE: If you use the Employee Details data import option to import any CSV template that doesn't have a tax code field, for example Employee Bank Details, this issue occurs.

Workaround

As a workaround to avoid this issue occurring in future, where possible you should make sure the tax code is included in any Employee Details files before you import them into Sage 50 Payroll.

Alternatively, after importing you can re-enter the tax code on the employee record manually.

If you have imported without the tax code and it is now blank for your employees, before you can Update Records you should save the employee's record to refresh the data. Alternatively, you can restore back to before you had imported the original file that caused the tax code to disappear.

1. On the Employee List, double-click the employee's name.
2. Click Save, then Close.

The tax code now returns and you can update records for this employee.

NOTE: If you go into Enter Payments when the employee has no tax code, the tax may not calculate correctly. However, you will be unable to Update Records while the employee has no tax code.