Entering your Employment Allowance values
Description

Are you moving from an existing payroll system partway through the tax year? You must enter your current Employment Allowance values into Sage payroll.

Cause
Resolution

You might have been claiming the Employment Allowance in your previous payroll system. You need to enter the balance of the allowance into Payroll.

  1. Select the Settings tab.
  2. Select Migrate Employment Allowance Values.

Select the options that apply to you:

Allowance AppliedIf claiming in the previous payroll, choose Yes in the Allowance Applied drop-down.
Allowance Applied Mid-YearIf you started claiming the allowance at the start of the tax year, select No.

  • In this situation, the allowance reduces your liability to employer NI contributions.

If you started claiming the allowance at some point during the tax year, select Yes.

  • You can claim the amount you would have claimed up to that point since the beginning of the tax year. Payroll offsets this value against employer NI liabilities. If there is a balance remaining this may be offset against PAYE liabilities
Allowance UsedClaiming the allowance in the previous payroll? Specify how much of the allowance you have already claimed. Enter the amount into this box.

There may be other values you need to enter into the system before running your first payroll.

Please read our article Manually migrate your payroll data.

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