https://my.sage.co.uk/public/help/payroll/pye/50payroll.aspx#tabs-5
This takes you to a page with a section headed:
Set up your software before processing in the new tax year
Using Sage 50 Payroll, this is quick and easy to do using Global Changes. Read more >>
It then takes you to another page headed:
Sage 50 Payroll - Tax code changes for the 2015/2016 tax year
On this page it says:
Tip: If you use Sage 50 Payroll Professional, you can update employees' tax codes for a number of different companies at the same time.
If you follow the link it takes you to a page headed:
How to use Multi-Company Tasks to help process your year end
Select the tab headed “steps” and then select “To make changes to payroll information using Multi-Company Tasks” you are presented with the following:
“To update tax codes
Note: With effect from 6 April 2014, L suffix tax codes increase by 56. For example, tax code 944L becomes 1000L. You may receive tax code changes for individual employees on form P9(T) from HMRC, either in an electronic format or on a paper list. If you receive any such notification, you should amend the tax code for the relevant employee in their employee record. If you receive the notification electronically through the HMRC Mailbox, you can apply the changes automatically. For further information, please refer to article 11803 .
Company > Multi-Company Tasks.
To confirm that you've taken a backup and to open the Multi-Company Tasks window > OK.
Note: If you have not taken a backup, click OK, then to exit the Multi-Company Tasks window click Close. You should now take a backup of each company's data and then continue with the Multi-Company Tasks routine.
From the drop-down lists > PAYE/NI > Apply Tax Code Change Where Code has Suffix.
From the list of available companies > select the companies you require > ensure the Apply actions only to box is set to All Employees > Run Task.
Tip: If no companies are selected a message appears prompting you to include all companies.
Enter L in the first box > 56 in the second box > OK.
To print the summary > File > Print.
Check your printer details are correct > Print.
To return to the Multi-Company Tasks window > File > Exit.
To close the Multi-Company Tasks window > Close.”
Now there is a clue by the date and the number to be added but I am sure plenty of people will just blindly follow what they are told. They are telling you what you should have done after 2013-2014 year end instead of after 2014-2015 year end.
Replies (9)
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What can I say
You had to go through 3 different screens all saying the correct details for 6/4/15 before you found the one they missed updating, poor proof reading perhaps. However, if people didn't take the hint by then or notice that it was the previous years date and tax codes then I have little sympathy and they should probably get (pay) someone competent to do the critical tasks if they do not truly understand what they are trying to do.
Old trick
The editor said I was the only person to raise it with them.
I bet he said that to everyone!
I agree with you. I know a bookkeeper who operates a 3-company multi-company system and I think it highly likely that he would do just as the screen tells him. Typical Sage, top heavy in marketing.
They always say that!!!!!
The editor said I was the only person to raise it with them.
I've lost count of the times I've been told that, and it is patently untrue. I have to conclude that ... if they are being truthful ... then people don't use the software/books that they buy, or haven't a clue how to use it!
I never use multi company tasks on Sage payroll
As this is their worst software I am very wary about doing anything to more than one company at a time. I think it's actually saved me time and money because they are so lazy in updating everything properly each year.