As an alternative to the steps below, it's possible to back up your v30 data, then restore the backup in v31. To do this, follow our article to create a new P11D database in v31, then restore your v30 backup in v31. Data transfer wizard To get started, note your v30 data location. Note your v30 data location Take note of the path to your data in last years' software. You need to enter this path in the v31 data transfer wizard. - Log in to Sage 50 P11D v30 as normal.
- Go to File then Change Database Location.
- Note the path here, excluding 'P11D.MDB'.
- For example:
- If the path is c:\programdata\sage\sage 50 p11d\30.0\001\p11ddata\P11D.MDB
- Note c:\programdata\sage\sage 50 p11d\30.0\001\p11ddata\
- Select Cancel to close this window.
- Before you close v30, take a backup of your P11D data.
Data transfer wizard Follow the steps below to transfer your company data from v30 to v31. If you processed 2025/2026 benefits in v30, the steps below transfer your processing to v31. - Open Sage 50 P11D v31.
- Enter your serial number and activation key and click Next.
- Select Upgrade Existing data, then click Next.
- Click Browse, and browse to the path you noted in the Note your v30 data location section.
- Double-click P11D.MDB.
- Click Next, then Finish.
- The Upgrade Data wizard opens, click Next to start the upgrade.
- If you'd like to, you can View the Upgrade log and Print this for your records.
- Click Finish to complete the data upgrade process.
- Click OK on the message that appears advising P11D needs to recalculate employees' figures.
You've set up your v31 software and it's ready to use. Next steps Your next steps depend on whether you processed your benefits early using v30. If you: - Haven't already processed 2025/2026 benefits, process these as normal in v31 then process P11D year end
- Processed 2025/2026 benefits in v30, your v31 software has already recalculated your benefits 2025/2026 legislation
To continue the year end process, check your benefits and expenses are correct, then process P11D year end. [BCB:478:UKI Sales - P11D article CB:ECB] |