MTD

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.

Submit
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 Gov.uk 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

Or

Email: [email protected]

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

Sage 50cloud Accounts

Problem emailing a document

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 serer.  Don’t worry it is easy to update the server name in your email settings.

To update your layout settings

1. Go into your sage 50cloud Accounts, click Settings then click Email Defaults.
2. In Email Program, select Webmail.
3. In Server Name, change the server from live.co.uk to smpt-mail.outlook.com.
4. Click Apply, browse to and select the layouts you normally email, then apply the settings, click OK.

To update your report settings

1. If you email any reports, for each report, select the report 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. Under Available Providers, click Internet Mail (SMTP), then click Configure.
5. In the provider list, click Custom, then click Next.
6. Enter you email credentials, then enter the following connection settings:

• SMTP Server – Enter smpt-mail.outlook.com
• Port – Enter 587
• Select the Use Secure Socket Layer (SSL) connection check box.

7. Click Next, then to test the connection click Send a test message.
8. Click Finish, click OK, click File, click Save or Save As to save your report
9. Click File, then click Exit.

If you have problems emailing your layouts such as customer invoices or any reports or need help customising any reports or layouts etc or need any other help, please contact us

Sage 50cloud Payroll

Processing a Leaver

When an employee leaves your company, you need to provide them with a P45. To do this, after updating their final payment, but before submitting the full payment submission (FPS), you must mark them as a leaver.

Process your employee’s final pay

1. Click Payroll, then click Change Process Date.
2. Enter the required pay date, then click OK.
3. Select the employees you want to pay, then click Enter Payments.
4. Enter the payment details for any other employees in the pay run as normal.
5. For the employee who has left, enter their final payment details.
6. Click the Select this check box if your employee is leaving and this is their final paymentcheck box.
   • When you select this check box, any outstanding payments, such as statutory payments calculate automatically.
7. If required, check and pay any outstanding amounts due, such as holiday pay then click Close.
8. Print any of your normal pre-update reports, such as payslips and payment summaries, as usual.
9. Update records for your employees for the pay period.

Once you’ve printed the reports you need, you must mark the employee as a leaver and print their P45 before you submit your FPS for the period.

Mark your employee as a leaver and print their P45

Caution: Before processing the employee as a leaver, you need to set your process date to the employees leave date.  This ensures that the correct tax code is shown on their P45.

1. Click Payrollthen click Change Process Date.
2. Change the Process Date to the employee’s leave date then click OK.
3. Double-click the required employee.
4. Click the Employmenttab, then click Leaver.
5. Click Next, then enter the employee’s leaving date.
6. On the ‘Select your stationery’ list, click P45 – Plain paper (for eSubmissions).
7. This report prints onto plain paper. You don’t need P45 stationery.
8. Click Preview, then check the details on the report.
9. Click Print, then click OK.
10. ClickClose then click Finish.
11. Click Payrollthen click Change Process Date.
12. Change the Process Date to your current process date,then click

You can now submit your FPS for the pay period. If you’ve already submitted the FPS for the period, you must submit an FPS adjustment.

If you would like help processing a leaver or need any other help or advice with your payroll please contact us