Payroll settings

Within Settings, you can manage various administrative tasks. This includes entering your Pay As You Earn (PAYE) reference, setting up pay calendars, and configuring payments and deductions.

If you don't have your PAYE reference yet, you can use dummy details to set up your payroll initially. This ensures you can start using Sage Payroll without delays.

HMRC registered settings

Select Settings from the menu bar, then select Payroll Settings

Here you can view your HMRC details related to your payroll.

▼List of options

Employer 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). Your 10-character Corporation Tax Reference (UTR number) for the accounting period.
HMRC reporting frequency	Choose whether you pay HMRC monthly or quarterly. Contact HMRC’s payment enquiry helpline for more help at gov.uk. CAUTION: Once you complete the first pay run of the tax year, you won’t be able to change this option. You can only change this at the start of the next tax year.
HMRC tax payment method	Choose whether you pay HMRC by cheque or bank transfer.
Select Edit login details
User ID	The ID you use to log into your HMRC portal with.
Password	The Password you use to log into your HMRC portal with.

Other payroll settings

Select Settings from the menu bar

Here you can access all other settings that control how your payroll operates.

▼List of options

Payslip Template	Choose a template for printing or emailing payslips. Choosing a payslip template
Online Payslips and Sage HR	Set up online access to payslips and P60s for your employees. Integrate Sage Payroll with Sage HR Essentials
Set Up Salary Journal Report	Select your nominal code to create a salary journal report for export. Salary journals
Pay Day Settings	Enter details of pay days and control your calendar settings. Pay day calendar settings
Payments & Deductions	Create and edit your payments and deductions. Payments and deductions
User Management	Manage users and their permissions. Add and manage users
Data Management	Reset or restore your payroll data. Restart your Sage service
Analysis types	Set up and over see analysis types to manage your payroll costs in more detail. Payroll Analysis Types
GDPR Retention Period	Manage how long to keep payroll records. GDPR - Manage the retention period of your business
Employment verification	Manage employment verification for your company. Employment verification
Import FPS File	Import another Full Payment Submission file for different employees and pay frequencies. Import employees using an FPS file
Migrate Employer Statutory Payment Values	Enter statutory recovery and compensation values when moving payroll data mid-year. Migrate Payroll Data - Employer Values
Migrate Employment Allowance Values	Enter NI employment allowance values for the current tax year when moving payroll data mid-year. Entering your Employment Allowance values

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