Migrate Payroll Data - Employer Values

Summary

How to enter company details when moving from another software provider to Sage Payroll part way through the year.

Resolution

This is the final stage of the migration wizard.

You can also access this if you're no longer in the wizard.

  1. Select Settings from the menu bar.
  2. Under the section Import Employees, select Migrate Employer statutory Payment Values.

Select the options that apply to you

Eligible for Small Employer’s Relief

Specify whether your business is eligible for Small Employers' Relief.

Statutory Pay Recovery Values

Record the amounts you recovered on your previous payroll system. Go only up to the date that you migrated your payroll data to your new Payroll.

As a small employer, you can reclaim 100% of the statutory payment amounts you paid during the tax year. This is due to Small Employers' Relief. Otherwise, you can reclaim 92%.

These values are on the Employer Payment Summary (EPS).

These values reduce your PAYE, NIC, and Student Loan liabilities to HMRC.

Statutory Pay Compensation Values

If you’re classed as a small employer, you can receive an extra 3% small employers' relief from HMRC. 
You can claim back statutory payment amounts you paid to employees during the tax year.

Record the compensation amounts you received from HMRC.

Only use the value up to the date that you migrated your payroll data to Payroll.

Related Solutions

Migrate Payroll Data - Employment Allowance Values

Solution Properties

Solution ID
222001000101444
Last Modified Date
Wed Aug 05 14:48:09 UTC 2026
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