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Reports in Sage Instant Payroll

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Summary

Sage Instant Payroll provides you with reports to analyse employee and employer payroll information. This article gives you an overview of the report sections in the software and what each report contains.

Resolution

Processing reports

To run the following reports, click Pay Employees, then Print Payroll processing reports.

Processing Summary PAYEGross pay and information used to calculate your employees' net pay for the current pay period only.
Processing Summary NICInformation used to calculate employees' national insurance (NI) contributions for the current pay period only.
BACS Pay Transfer ReportThe amount transferred to each employee's bank account in each pay period.
Form P11 (PAYE) Reconciliation ReportTax deductions from employees up to, but excluding the current pay period. You can specify the date range to print the report for.
Form P11 (NIC) Reconciliation ReportThe NI deductions from employees up to, but excluding the current pay period. You can specify the date range to print the report for. The above versions of the P11 forms don't include brought forward (B/F) figures. Brought forwards are produced when you manually enter or amends year to date values for employees. If you need to check a P11 for brought forwards, use the P11 forms from the Year End section of Sage Instant Payroll.
Attachment of Earnings (AEO)The amount deducted from the employee's pay for AEO's for the current pay period only.

Employee payslips

To print employee payslips, click Pay Employees, then Print employee payslips.

PayslipsPayslips show all payments and deductions for the current pay period. Payslips also include gross pay to date, tax paid to date, earnings for NI to date and NI paid to date. You can also print payslips from Pay Employees > Maintain Employee's Pay.

Payroll summary reports

To run the following payroll summary reports, click Pay Employees, then Print payroll reports.

Processing Summary PAYE (To Date)The employee's gross pay and the information used to calculate their net pay up to, and including the pay period just finished, per employee.
Processing Summary NIC (To Date)The information used to calculate employee's NI up to, and including the pay period just finished, per employee.
Form P11 (PAYE) Reconciliation ReportThe tax deducted from an employee up to, and including the pay period just finished. You can specify the date range to print the report for.
Form P11 (NIC) Reconciliation ReportThe NI contributions deducted from an employee up to, and including the pay period just finished. You can specify the date range to print the report for. The above versions of the P11 forms don't include brought forward (B/F) figures. Brought forwards are produced when you manually enter or amend year to date values for employees. If you need to check a P11 for brought forwards, use the P11 forms from the Year End section of Instant Payroll.
Employer Costs HistoryA breakdown of all costs incurred to the employer. You can specify the date range to print the report for.
Historical PayslipsYou can print employee payslip's for a previous pay period. The date must be in the current tax year.
Employee Processing HistoryA payroll processing summary and shows details of previous pay periods. You can specify the date range to print the report for.
Statutory Payments ReconciliationA breakdown of all SMP, SAP and SPP paid and recovered, by employee. You can specify the date range to print the report for.
BACS Hash ReportThe amount transferred to each employee's bank account in each pay period, including the BACS hash reference. This is an automatically generated code that you must use if you're submitting to BACS directly or indirectly with a Service User Number (SUN).

Miscellaneous
Payroll Audi TrailThis report is generated when running Finish Payroll in Pay Employees. It displays the current pay date and tax period; the name, NI number and net pay of employees paid; the total net pay for all employees for this pay period and the next pay date for employees.
Post to AccountsThis report is generated during the Post to accounts process in Pay Employees and displays the information that is posted to the accounts program, including nominal codes, departments and amounts.

Employee reports

To run the following employee reports, click Employee, then Print employee reports.

Employee Processing HistoryA payroll processing summary which shows details of the total payments made to the employees. You can specify the date range to print the report for.
Form P11 (PAYE) Reconciliation ReportThe employees' taxable pay and PAYE deductions. You can specify the date range to print the report for.
Form P11 (NIC) Reconciliation ReportThe employees' earnings for NI and NI contributions. You can specify the date range to print the report for.
Previous Period of Incapacity for WorkA summary of previous periods of incapacity for work, as well as accrued Statutory Sick Pay details. You can specify the date range to print the report for.
Attachment of EarningsThe amount deducted from an employees pay for any AEO.
Attachment HistoryThe amount deducted from an employees pay for any AEO's. You can specify the date range to print the report for.
Pension HistoryBoth employee and employer pension contributions and you can specify the date range to print the report for.

Miscellaneous
P45 Details ReportYou have the option to print the P45 Plain paper (for e-submissions), P45 Part 1 (Laser), P45 Part 1A (Laser), P45 Part 2 (laser), P45 Part 3 (Laser), P45 (Dot matrix) and P45 (Dot matrix for e-submissions).

It shows the PAYE reference, NI number, employee's name, leaving date, tax code, last P11 pay period, taxable pay to date, works number, department, employee's and employer's addresses.

Employee Details ReportYou can print this by clicking Print details at the bottom of the Maintain existing employees screen for each employee. It shows a summarised version of the personal information on each of the tabs in this section of the software.
Employee Year to Date Details ReportYou can print this by clicking Print Year to Date details at the bottom of the Maintain year to date information screen for each employee. It shows a summarised version of the YTD information on each of the tabs in this section of the software.

Employer reports

To run the following employer reports, click Employer, then Print employer reports.

P32 - Employer's Payment RecordAll payments due to HM Revenue & Customs for the employer, for the tax month specified. Recovered statutory payments are automatically deductions. You must not run the P32 for more than one tax month.
P32 Payment Summary Reconciliation ReportDetails of the amounts due to HMRC and any payments made via e-banking. You can specify the date range to print the report for.
Employer's CostsAll costs incurred to date for the employer, including total gross pay, employer's NI and employer's pension, per employee.
Statutory Payment Reconciliation

A breakdown of statutory payments paid and recovered, by employee. You can specify the date range to print the report for.


Maintain Employer Diary
Absence by Date ReportYou can print this from the Maintain employer diary screen and shows absences taken by employee. You can specify the date range to print the report for.
Absence by Employee ReportsYou can print this from the Maintain employer diary screen and shows absences taken by date. You can specify the date range to print the report for.

Year End reports

To run the following year end reports, click Year end, then End of year reports.

Deductions Working Sheet P11 (PAYE)A period by period breakdown of all PAYE figures, per employee.
Deductions Working Sheet P11 (NIC)A period by period breakdown of all NIC figures, per employee.
P32 Payment Summary Reconciliation ReportDetails of the amounts due to HMRC and any payments made via e-banking. You can specify the date range to print the report for.
P32 - Employer's Payment RecordAll payments due to HMRC for the employer, for the tax month specified. Recovered statutory payments are automatically deducted. You must not run the P32 for more than one tax month.

P60 and Archive
P60 End of Year SummaryAn end of year tax summary that you must print a P60 for each employee that is still employed by you on 5 April 2016. It shows all NC and PAYE total values to date, taxable gross pay to date, Employer's PAYE reference, employee's NI number, date of birth, sex, and details of any statutory payments.

Tools reports

To run the following reports, click Tools.

Backup & Restore LogDetails of all the backups you take, as well as any backups you restore. It also includes, the date you take or restore the backup, the name of the company and where your company data is held. To view this report, Tools > Backup or Restore > View Backup & Restore log.
Legislation ReportsA summarised version of the current legislation settings. To view this report, Tools > Legislation > Print legislation reports.