Automatic Enrolment Phasing Prompt appears in the 2026/2027 tax year

What to do when the phasing wizard appears in the 2026/2027 tax year in Sage 50 Payroll.

When you process the first period of the 2026/2027 tax year, the phasing wizard appears.

This prompts you to check, and, if required, update your pension contributions to ensure they remain compliant.

Once you complete the phasing wizard, you can double-check employee contributions in their employee record, and if required make amendments.

There are no changes to the minimum pension contributions from 6 April 2026. 

You can't process the first period of the tax year until you complete the phasing wizard.

You need to complete the phasing wizard, even if your scheme rates are already compliant.

For help with completing the phasing wizard, follow the update percentages using the Pensions Module article.

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Tier three pension schemes

If you use a Tier three scheme and your contributions are a total of 7%. However, the phasing wizard applies the standard total contribution of 8%.

For help with this, follow the Phasing wizard for Type 3 certification schemes article.

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