Payroll

Updating your employees’ tax codes

From the 2022/23 tax year, the personal tax allowance remains at £12,570.  This means that the emergency tax code remains at 1257L and you don’t need to update employees’ tax codes

However, if you receive a P9 or P6 from HMRC, you will need to update an individual employees tax code.  You should clear any week 1/month 1 flags for the employees too.

Tip:  There are no separate increases for Scottish and Welsh tax codes.

Update an employee’s tax code

There are different steps depending on how HMRC contacted you, you will either get a letter through the post, or an IR Secure Mailbox notification.

Received a letter

1. Select the required employee and click the Employment
2. In the tax code box, enter the tax code HMRC have stated.
3. Click Save.

IR Secure Mailbox Notification

1. Click E-submission, then click IR Secure Mailbox.
2. Select P9
3. Click Apply.

The employee tax code will now be updated and you can clear the week 1/month 1 flag.

Clear the week 1/month 1 flag

1. Select the required employees.
2. Click Tasks then click Global Changes.
3. Click Tax Codes then click Clear W1/M1 flag.
4. Click Yes then click OK.

If you would like help updating your employees tax codes, clearing week 1/month 1 flag(s) or need any other help or advice with your payroll please contact us

 We can also provide a remote access service where we can directly link into your computer to help you resolve your Sage Accounts or Payroll problems.

Accounts

Which files to include in a Sage 50cloud Accounts Backup

When you backup your Sage 50cloud Accounts data, you can choose what file types you want to include in the backup.  You can either select all types, or you can select specific types.  For example, you might want to backup data files on a daily basis but include other files once a month etc.

To backup

1. Go to File > Backup.
2. Select what files you want to include in the backup
3. Filename – this consists of the company name, date and time, you can change it to whatever you want but it must end in .001.
4. Location – click Browse to find the location you want to back your data up to.

 If you are not sure what the different files are and what they contain see below.

Data Files – Data files includes your company details, all record types and processing information.

Tip: This is the file you need to backup most regularly.  We recommend backing up your Data Files either daily or every time you use Sage.

Transaction Attachments – Documents attached to supplier invoices and credits.

Report Files – If you have customised any of the reports in Sage 50cloud Accounts, or Sage have created any bespoke reports for you, select this option.

Layout Templates – If you have customised any layouts in Report Designer such as invoices or statements etc, select this option.

Record Attachments – Documents attached to customer/ supplier records and bank reconciliation PDFs.

Image Files – any images that have been added to Stock Records.

Company Archives – This includes historic data files that have been created through the archiving process.

Tmail Database– This copies the transaction email data files.

Note: This feature is rarely used and is not available by default unless enabled.

HMRC Submission files – this includes details of submission information of VAT returns, EC Sales list, CIS monthly Return submission data.

If you would like help backing up your Sage 50cloud Accounts data or need any other help please contact us

Sage 50cloud Payroll

Error when emailing a document from Sage 50cloud Payroll

When emailing a document, you may see the following message:

‘Unable to send all emails Error with the address <email address> :Unable to connect to remote server’.

This can be due to a recent change by Microsoft to one of their smtp servers and affects email providers that use the smtp.live.uk server.  Don’t worry it is easy to fix by updating the server name in your email settings.

To update your SMTP Details in Report Designer

1. Select any report or layout, then click Edit.
2. In Report Designer click Tools, click Options and then click Email Setup.
3. In the Default Provider drop-down menu, click Internet Mail (SMTP).
4. Select the Where MAPI is specified in the report, use the default provider instead check box.
5. Under Available Providers, click Internet Mail (SMTP), then click Configure.
6. Select Custom from the list.
7. Click Next and enter the required fields from the table below:

Display Name – Enter the name to appear when the email is sent, for example, your name.

Email Address – Enter the email address that the email is to be sent from.

Password – Enter your email account password.

Username login (optional) If your email account has a separate username, click this check-box then enter the username.

SMTP Server – changer to smtp-mail.outlook.com

Port – change to 587

Use Secure  Socket Layer (SSL ) connection – Click this check box to select it.

8. Click Next, then click Send a test message.
9. Enter an email address to send a test message, then click OK.

If the test email is successful, your SMTP Settings are now correct.  If the test fails, you need to check your settings and repeat the above steps.

If you would like help changing your email settings or need any help with a report etc or need any other help or advice with your payroll please contact us