Forgotten to claim Employment Allowance in a previous tax year?

You will need to contact HMRC if you need to claim a refund etc.

To claim Employment Allowance in a Previous Year.

  1. Click Payroll, then click Change Process Date.
  2. Enter 05/04/XXXX, then click OK.
  3. Click Company, then click Settings.
  4. If the Eligible for Employment Allowance check box is ticked, you should untick it, then follow the on-screen instructions to submit the Employer Payment Summary (EPS).

NOTE: if it isn’t ticked, skip to step 6.

  1. Once you have submitted the EPS go back into Company, then click Settings.
  2. Click Apply for EA.
  3. From the State Aid drop-down menu, select one of the following options:
  • Applicable
  • Not Applicable

If State Aid is applicable, select the relevant Sate Aid Sector.

  1. Click Submit then click Continue.
  2. Click Submit then click
  3. Select the Eligible for Employment Allowance Check box, then submit the EPS again.
  4. Repeat for each tax year that you forgot to claim employment allowance.

TIP: Now re-print the P32 report for each period to see how much Employment Allowance is now being claimed.  You can then use this to reconcile against the liability you have already paid to HMRC.

If you would like help claiming the Employment Allowance for a previous year or need any other help or advice with your payroll please contact us


Supplier Activity

This shows the trading history between you and your supplier.  It shows your credit limit with them, the balance owed, as well as the total you have paid and the expenditure for the year.

Each line represents a transaction such as an invoice or a payment.

To view the activity, click Suppliers, either highlight the required supplier and click Activity at the top of the screen or double click the required supplier record the click Activity.

Viewing the Supplier activity

 A/C  – This shows the supplier account reference.

Name  – This shows the name of the supplier.

Credit Limit – This shows the credit limit entered in the Credit Control tab.

Balance – The current balance of the supplier account.

Amount Paid– Total payments made to the supplier.

Turnover YTD – The year to date turnover value for this supplier. This value is net of VAT.  The YTD figure is taken from the Purchases tab and clears when you run the year end routine.  You can manually amend this value in the Purchase tab.

O/s Only – If ticked, the window will update to display outstanding transactions only. Untick to show all transactions.

Attach – Add or view attachments from this column.

No – the number of the transaction.

Type – The following transaction types may appear:

PI = Purchase Invoice

PP = Purchase Payment

PC = Purchase Credit

PA = Purchase Payment on Account

PD = Purchase Discount

PR = Purchase Receipt

Date – The date of the transaction.

Due on – The transaction due date.

Ref.  – The transaction reference.

Exchange Rate – The exchange rate of the transaction (will not show if foreign currency not set up)

Details – Any details entered for the transaction.

Amount – The value of the transaction.

O/S – The amount of the transaction that is still outstanding.

TIP – *=Transaction is fully outstanding. P=transaction is part paid.

Debit – If the transaction represents a debit, its value appears here.

Credit  – If the transaction represents a credit, its value appears here.

Viewing transactions

Show details – opens a window breaking down any selected transaction into its component parts.  For example, a purchase payment is broken down into the invoices it paid off, and an invoice lists any receipts allocated against in.

Hide Details Closes the window showing the detailed breakdown.

View transaction – To view the full details of the transaction, select the required transaction then click View transaction or you can double-click the transaction.

View Bank charges – If you use the bank charges feature, to view any bank charges associated with the supplier, click View bank charges.

Amending or removing transactions

Edit transaction – to amend a transaction while in the activity window, click the transaction then click Edit transaction.

Unallocate transaction – If you have posted a payment or credit against an invoice in error, you can use the Unallocate option to unlink the transaction.  A purchase payment (PP) becomes a payment on account (PA) when it is unallocated, then it can be allocated against a different invoice.

Delete transaction – To delete a transaction while in the activity window, click the transaction then click the Delete transaction.

Aged balances – At the foot of the window aged balanced appear, broken down into boxes according to the ageing method chosen in Settings > Supplier Defaults > Ageing.

If you would like further help with the Supplier activity screen or need any other help with your Sage Accounts please contact us


Customise your Sage 50cloud Payroll desktop and the employee list

You can change the look of the employee list to help you find your way around.

Change a column colour

  1. Right-click the column heading.
  2. To select a colour, click Colour Background Column.
  3. Select the required colour, then click OK.

To remove the colour, right-click the column and click Colour Off.

Change the colour of the text

  1. Right click the column heading, Colour Text Column.
  2. Select the required colour then click OK.

To remove the colour, right-click the column and click Colour Off.

Change the default alternate colours

Click Desktop then click Options then click Colours:

  • Ignore colours – Select the check box to remove any colours from the desktop, including the default settings and any colours that have been applied to the columns or text.
  • Alternate Employee Lines – Use this option to change the alternate colours in the employee list. Click the first colour button to change the colour of the text within the alternate row.  Click the second colour button to change the colour of the alternate row.
  • Employee Highlight – Use this option to display highlighted employees in a different colour. Click the first colour button to change the colour of the text within a highlighted row.  Click the second colour button to change the colour of the highlighted row.
  • Revert to Defaults – Click this button to revert to the default colours.

Customise your columns

Sort a column

To sort a column either

  1. Click the column heading, clicking the column heading a second time sorts the list in reverse order and clicking a third time reverts the list to the default order.
  2. Right-click the relevant column heading, and click 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 sort order.

Re-order columns

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

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

TIP:  You can not hide any columns, but 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 (top menu) then go down and click 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.

Change which employees appear

You can use the criteria window to filter out employees on a particular payment method or pay frequency.

  1. Click Criteria then complete as follows:

These options determine the categories by which employees are filtered when expanding the All Employees folder in the Outline pane in the desktop.

Filter Employees List then Filter then Filter – For example, if you want to group your employees first by department, then by payment period, from the Filter Employee List drop-down list select By Department, from the second drop down list select by Payment Period and leave the third drop-down list set to None.

Include these Pay Frequencies – Select the pay frequencies you want to include in the Outline level structure.

Include these Pay Methods – Select the pay methods you want to include in the Outline level structure.

Exclude Employees who are – Select the relevant check box to hide employees who have a status of

  • On hold
  • On holiday
  • Leaver

You can differentiate between historical and current year leavers.

These employees do not appear in the employees and cannot be accessed via the Outline view.  If you want to view their records, you must clear the check box in this window.

  1. Click OK

If you would like help customising your Sage 50cloud Payroll or need any other help or advice with your payroll please contact us



Add Reports and Layouts to Favourites 

You can save time by setting reports and layouts you use on a regular basis as favourites in Sage 50cloud Accounts.  This means that you don’t have to search through the many reports to find the one you want each month or struggle to remember where it is.

Add a report, layout, letter or label to Favourites

  1. Browse to the required report or layout in your software. For example, click Customers, then click Reports, then select the required reporting area eg Aged debtors.
  2. Find which report you want to use eg Aged Debtors Analysis (Detailed) and click the star on the left of the document name.

When a document is added the star turns yellow and the document is added to your favourites menu.

Run a document from Favourites

When you browse to the required report or print area, for example, Customer Reports, the report browser will automatically show you the reports you have set as favourites.

To remove a report, layout, letter or label from Favourites

  1. Browse to the required report or print are, for example Customer Reports.
  2. Right-click the required report, layout, letter or label, then click Remove from Favourites

If you would like help adding reports, layouts, letters or label to Favourites or need help finding the right report, layout, letter or label for you or need any other help with your Sage Accounts please contact us


Get ready for the new tax year

The new tax year starts on 6th April 2022.  Before you process wages in the new tax year you need to complete a few simple tasks to set up your software.

Check you’re using the correct version

Before you can process in the new tax year you must install v28.01.360.

To check that you have installed Sage 50cloud Payroll V28.01.360

  1. On the menu bar, click Help then click About.
  2. In the Program Details section, check your version number starts with 01.360.

If your version number doesn’t start with 28.01.360, you need to download and install v28.01.360 before processing any wages in the new tax year as this includes the new Employment Allowance legislation 2022/2023 tax year.

Update your employees’ tax codes

For the 2022/23 tax year, the personal allowance has not increased.  This means that the emergency tax code for 2022/23 is still set to 1257L.  You will not change your employees’ tax code unless informed by HMRC.

You should need to clear any week 1 / month 1 flags and check your Secure IR Mailbox for any new tax code notifications.

Clear the week 1/ month 1 flags

  1. On the toolbar, click Clear, then click Swap.
  2. Click Tasks, then click Global Changes.
  3. Click Tax codes, then click Clear W1/M1 flag.
  4. Click Yes, then click OK.

Employment allowance

From the 2022/23 tax year you will need to claiming the employment allowance if you are eligible.   From April 2022 this has increase up to £5,000.

  1. Click Company then click Settings.
  2. Click ‘Apply for EA’.
  3. State Aid > click the downward arrow and select either ‘Applicable’ or ‘Not Applicable’, if applicable select the relevant State Aid Sector.
  4. Click Submit.

Small employers’ relief

If you are eligible for small employers’ relief, you are eligible if you pay less than £45,000 Class 1 National Insurance (ignoring reductions such as Employment Allowance), you need to set your software to automatically claim it.

  1. Click Company then click Settings.
  2. Select the Eligible for Small Employers’ Relief check box.
  3. Click OK.

New legislation for the 2022/2023 tax year

Once you completed the above tasks and you have completed your yearend you can continue to process in the new tax year.

Sage 50cloud Payroll v28.01.360 contains the legislation changes for the 2022/2023 tax year, there will be another update issued later in the year which will include the National Insurance threshold increase from 6th July 2022.

If you would like help running your Sage 50cloud Payroll Year End, setting up for the new tax year, downloading the Sage payroll update or need any other help or advice with your payroll please contact us


MTD for VAT is already mandatory for most businesses and from 1st April 2022 it will apply to all VAT registered business with a taxable turnover below the VAT threshold. If you are affected by this change, you must submit VAT Returns under MTD from your first full VAT period after this date e.g. quarter ended 30th June 2022, or 31st July 2022 or 31st August 2022. If you are already using Sage 50cloud Accounts, the transition should be quite simple.

Check your software is MTD Ready
To be MTD ready, you must be using Sage 50cloud Accounts and have v24.2 or above installed.
• Under Program Details, note the Version Number.

Sign up
• Reconcile and submit your last government Gateway Return as normal and wait for your DD Payment if applicable to be taken.
• Register with HMRC for MTD.

Switch on MTD in your software
1. Click Settings then click Company Preferences.
2. Enter your password, then click OK and click the VAT tab.
3. Click the Enable Making Tax Digital for VAT submissions check box.
4. Click Yes.
5. Check your VAT details are entered correctly and then click OK.
6. Click File then click Exit to close Sage Accounts.
7. Reopen Sage Accounts.
When you next submit your VAT return it will submit under MTD.

Submitting your VAT return under MTD
1. Run your VAT return as normal and reconcile your VAT return.
2. Post the VAT transfer journal as normal.
3. Click Submit online
4. Click Next.
5. Check your company name and VAT Registration number are correct, then click Next.
6. In the window, scroll to the bottom and click Continue.
7. Enter your government Gateway ID and password, click Sign in.
8. Click Continue then select a method to receive your access code.
9. Click Continue and then follow the on-screen prompts.
10. In access Code enter the code your received, then click Continue.
11. Click Continue then click Grant Authority.
Authority must be granted each time you submit an MTD VAT Return.
12. Under Submit your Period, in the drop-down click the obligation period you want to submit for.
Tip: More than one obligation period may be listed, take care to choose the correct one.
13. Click the confirmation check box then click Submit to HMRC.
14. When the successful submission window appears, click Close.
15. If required, to view a submission confirmation report, click Submission confirmation.
16. If required, you can record your VAT payment or refund, then click Close.

If you would like help submitting your VAT return under MTD or need any other help with your Sage Accounts please contact us on

Telephone 01691 684011/654545


Email: [email protected]

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