Sage Payroll Year end

There are things you can do to start to prepare for the Sage Payroll year end.

Check if you have a week 53.

If you pay your employees weekly, fortnightly or four weekly and your regular pay date falls on Sunday 5^th April 2026, then you have a week 53.

Note: If you pay your employees monthly, you do not have a week 53, or, if you do not pay your employees on a Sunday, you will not have a week 53.

This is simply an extra period within the tax year.  If you have a week 53, process it as normal and the software automatically calculates the payments correctly.

Print and check the P32 Employer Payment Record

It is a good idea as we are now near the tax year end to check what you have paid to HMRC agrees to your P32, so any over or under payments can be corrected in a timely fashion.

Printing the P32 Employer Payment Record.

1. Click Reports the click Period End.
2. Select Form P32-Employer Payment Record then click Print.
3. Enter the required tax month range e.g. month 1 to 10, then click OK, OK.
4. Ensure your printer detail are correct then OK then click Close.

You have now successfully printed the P32 for the first 10 months of the Tax year.  You should now check the information on the P32 report against the payments you have made to HMRC, check that there are no under or over payments, if there are these can be corrected with your next month’s payment.

If you need help printing your P32 report and/or checking your payments against your P32 report or need any other help or advice with your payroll, please contact us

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

Sage 50 Accounts

Management Reports

In Sage 50 Accounts there are various management reports which show the overall value or profitability of your business in a few short reports, such as a balance sheet, profit and loss and trial balance report.

The Balance Sheet report – Shows the worth of your business at any given period in time.  It details your business’s assets and liabilities.

The Profit and loss report – Shows how your business is doing over a specific period of time.  It shows the value of sales, purchase, expenses, and overheads, then your business’s total profit or loss.

The Trial Balance report – Shows each nominal code balance up to a specified period. The balance displays as debits or credits.

How to run a management report

1. On the navigation bar, click Nominal codes.
2. Click your management report, for example Profit and Loss.
3. Click how you want to output it, for example, Preview or Printer then click Run.
4. Select the Period e.g. April 2024 and 9: September 2024 to run a Profit and Loss account for 6 months.
5. Select the Chart of accounts you want to use, the Default Layout will have all the nominal codes included, but you can have may different layout depending on what information you want to report on.
6. Click OK.

If you would like help with running management reports, or if you need any other help with your Sage 50 Accounts, please contact us

Sage Payroll

Advance Holiday Year Wizard

When you reach the end of your holiday and/or absence year, it is easy to advance the year.  This updates the balance for the new year based on your settings.

Method

You must take care to advance the holiday year correctly, and at the correct time.  When you advance a holiday or absence year you can only undo this by restoring a backup.

Before you change the holiday or absence year end, we recommend you take a backup.

1. On the toolbars, click Wizards then click Advance Holiday Year then click Next.
2. To advance the current absence year, select the Advance check box.
3. To advance the current holiday year, select the Advance check box.
4. Check the dates are correct.
5. Click Finish the click OK.

If you need to return to before you advanced the year for any reason restore a backup to the required point.

If need help setting up a holiday scheme, advancing a holiday or absence scheme or need any other help or advice with your payroll, please contact us on.

Telephone        01691 684011/654545

Or

Email:              [email protected]

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

Sage 50 Accounts

Email Debt chase Letters

In Sage 50 Accounts there are various customer debt chase letter that can easily be emailed to customers on a regular basis quickly and easily, which can save you time and money and help improve cash flow.

Email a chase letter

To email a chase letter, locate and select the layout you want to use, then click Email.

TIP: The layout goes to your draft folder if you use Microsoft Outlook and sends straight away if you use Webmail.

1. Locate and select the chase letter you want to email, (there are several chase letters included as standard and these can be customised if required), then click Email.
2. If a Criteria window appears, enter any relevant criteria, then click

If you have previously configured your email settings, the document goes to your email Inbox or Drafts folder.

3. If you have not configured your email settings, when prompted to send the document as an attachment, click
4. In the Provider drop-down, click the email provider you are using.
5. In the Format drop-down, select the requires document format.
6. Click OK.

When the email generates, enter the recipient’s email address then send the email.

If you would like help with emailing debt chase letters or emailing any other letters etc, or if you need any other help with your Sage 50 Accounts, please contact us

Sage Payroll

Customise your payroll desktop and employee list

You can customise your employee list in Sage 50 Payroll to make it easier to find what you want.

Sort a column

To sort a column

1. Click the column heading. Click the column heading a second time to sort the list in revers order.  Click a third time to revert the list to default order.
2. Right-click the relevant column heading, Sort Column or Reverse Sort Column. To remove a sort on a column, right-click the column heading, and click Sort Off.

Tip: If a sort has been applied to a column, it will have an arrow indicating the order of the sort.

Re-order columns

You can re-order the columns to show the employee list in any order you prefer, for example you may want employees surnames to appear on the list first, followed by their forenames, then employee reference numbers.

To re-order columns, drag the column headings to the desired position.

Tip: Although you can not hide columns, you can move unwanted columns to the far right of the window.

Change column widths

You can also change the width of a column, to make it wider or narrower.

To change the width of a column, click and drag the vertical bar to the right of the relevant column heading.

To reset column widths, you can either:

• View menu then Reset Column Widths.
• Right-click on the desktop then Reset Column Widths.

TIP: Resetting the column widths also reverts the column order back to the default settings.

If you would like help with sorting columns or re-ordering columns or altering the column widths etc or need any other help or advice with your payroll, please contact us

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

Sage 50 Accounts

How to filter lists

Using the Filter options in Sage 50 Accounts can help to locate records quickly and easily or hide unused ones.  For example, filter customers to only show those with a balance.  This is available in all modules except Transactions, filtered results apply to reports you run.

Create a Filter

1. Open the required module, for example, Customers, then click Filter.
2. If required, to clear a previously created filter, click Discard.
3. Complete the filter window as follows:

TIP: For further help with creating your filter, use the Wizard option.

Join                 Click Where.

Field                Click the field you want to filter on, for example, Balance.

Condition         Click the required condition, for example, Is Not Equal To.

Value               Enter the value to apply to the condition. 0.00

4. To apply the filter without adding a further line, Click Apply.
5. To add another line to the filter, click the space below then select And or Or as required.
6. Complete the Field, Condition and Value
7. To save the filter for later use, click Save As, enter a file name, then click Save.
8. To apply the filter, click Apply, then click Close.

Your filter applies and the software shows how many records match the filter criteria.

To reverse the display, click the filter icon or spy glass on the module banner.

You can also use filter options to restrict the records that appear and help with reporting.  If you would like help with filters etc, or if you need any other help with your Sage 50 Accounts, please contact us