Override the automatic National Insurance calculation performed by the software

We recommend you use one method during the tax year. However, if required you can choose to only use manual NI in certain pay periods.

Directors - For employees with a Director Status of Director, NI is calculated cumulatively. This means any manual amendments you make to the NI calculation are cancelled when Sage 50 Payroll next automatically calculates NI. 

If you enable Manual NI Entry, you must enter:

• The employee and employer contributions
• The total earnings for NI
• Any rebate needed, if applicable

Process NI manually

Step 1 - Enable Manual NI Entry

After you enable manual NI for an employee, your software no longer calculates their employee or employer NI. You must calculate this and enter it manually.

1. Select the required employee, click Employee then click Employee Record.
2. Click Employment then select Manual NI Entry.
3. Click Save then click Close.

Step 2 - Enter NI values

1. Select the required employee, click Payroll then click Enter Payments.
2. Click Summary then, in the National Insurance Current box, click the finder button.
3. In the Employee National Insurance window, enter your manually calculated values for total earnings for NI, employee's contribution and employee's rebate then click OK.
4. To enter the employer's amount, click Employer's then, in the National Insurance (Current) box, enter your manually calculated value. If applicable, enter any NI due for pay periods being advanced.
5. Click OK then click Close.

If you enter NI manually at any point during the tax year, an asterisk * appears on the P11 Deduction Card (NIC Details) next to the pay period in which Manual NI Entry was selected.

Alternatively, open the Employee Record, click History, click View P11 then click National Insurance.