Solution Properties
Solution ID:
222001000101763
Last Modified Date:
Tue Oct 22 10:00:16 UTC 2024
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Payroll Settings
Description

If you want to review or edit your payroll settings, you can do this within Settings. You can perform various administrative tasks:

  • Enter your PAYE reference
  • Set up pay calendars
  • Set up payments and deductions

Are you setting up your new payroll but can't because you don't have your PAYE reference yet?

Use dummy PAYE reference details to allow you to set up your payroll.

Read our article for details how to do this:

Cause
Resolution

Review your settings

  1. Go to Settings, then select Payroll Settings.
  2. Review the following information. Edit if required:
PAYE reference Your employer PAYE reference issued by HMRC when you register for PAYE for Employers.
Accounts Office reference Your Accounts Office Reference Number is a unique, 13-character code.  It is on the letter you received from HMRC when you first registered as an employer.
Corporation Tax Reference Your Corporation Tax Reference (UTR number), is for the accounting period you're paying. It's 10 characters long and is in your company's HMRC online account.
HMRC reporting frequency

Choose whether you pay HMRC monthly or quarterly, as appropriate. If you’re unsure, contact HMRC’s payment enquiry helpline (opens in a new tab).

 CAUTION: Once you complete the first pay run of the tax year, this option is fixed until the start of the next tax year. 
HMRC payment method Choose whether you pay HMRC by cheque or bank transfer.
  1. You can check or further customise your payroll settings using the following options:
Payslip Template Choose a payslip template to use when you print or email payslips.
Online Payslips Settings Set up online access to payslips and P60s for your employees.
Set Up Salary Journal Report Select your nominal code so you can create a salary journal report to export from Sage Payroll.
Pay Day Settings Enter details of when you want to pay your employees and set up your default pay days. You can also view the pay day calendar settings.
Payments & Deductions You can use this option to create your payments and deductions. For example, basic pay, overtime, and pensions.
User Management You can use this option to manage your users and their permissions.
Data Management You can use this option if you need to restart your Sage service. For example, if you process incorrectly and want to start again.
GDPR Retention Period You can use this option to manage how long you need to keep your payroll records.
Import FPS File You can use this option to import another Full Payment Submission file. For example, to import different employees.
Migrate Employer Statutory Payment Values For when you move payroll data in the middle of the year. You enter any statutory recovery and compensation received so far. For example, Employment Allowance values.
Migrate Employment Allowance Values When you move payroll data in the middle of the year, enter your NI employment allowance values. This is only for the current tax year.
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