Sage Payroll not including an Employee in Reports

[Xenan]

Please can you help. I am in the process of completing my year end accounts for a client and I need to do an accrual of the PAYE and NI due.

When I run the P11 NIC & PAYE reports in SAGE it only gives 4 of my 5 employees. I know that the missing employee has paid some Tax and NI during the period as I have the printouts from the payrolls I have run but can anyone shed any light on why they have not been included in Sage Reports and how I can modify them to be included??

Many thanks in advance.

 

[BudgetB]

Is there a filter selected i.e. don't include leavers or something similar?

 

[Xenan]

Is there a filter selected i.e. don't include leavers or something similar?

No there are no filters selected that I can see and no leavers on file.

 

[weebly_one]

Make sure everyone is nighlighted on the main screen before going to the reports option, and make sure they are all paid on the same pay period - if you have some onthly and some 4 weekly you may need different reports.

Beyond that without seeing your actual data it is hard to help

 

[Xenan]

Alison

I am using Sage Instant Payroll for 10 employees where I only have 6 employees.

I did not set it up as have only taken these over from July. I have added a new employee this week and they are also not being included in the reports.. I can only guess that because it is the 2 most recent employees that are not being included it is something to do with the setup of the report.

How can I access the parameters of the report in order to change them to include??

Thanks in advance for any help.

 

[weebly_one]

Usually you first choose who you want to report on by using the Employee List view - Make sure you select all employees so you can see them in the right hand screen. It is also worth Clicking on the criteria andjust checking that no-one is excluded.

Also check that the new employees have been updated and have the same Last Updated date as the ones that do show on the reports.

I could offer to log on remotely and help you look at it. I charge £40 per hour but I am happy to charge for a part hour if it is a simple problem. I'll only charge if I solve the problem! Send me an email to alison.mead @ siliconbullet.com (without the spaces) if you would like further help.

 

[Xenan]

Well, i have got the bottom of the problem.... not only is it not picking up the latest two employees but it is also bringing the wrong figures through which stated me thinking that it maybe on the wrong tax year...

Sure enough when I checked on the My Instant Payroll Tab it is showing the tax year as being 2009/10 so that is where the reports are picking the ir information from.

I amd thinking that the year end was probably not completed properly to roll it on to the new tax year... How can I fix this easily??

Many thanks in advance...

 

[weebly_one]

Payroll is normally processed weekly/4weekly or monthly. It is all based on the process date you enter as you go into the software. If you look at the Last Updated date for any employee is it up to date and corresponds with the last payslip?

Double click on an employee - go to History - can you see the monthly payrolls listed in this window from April to today?

If not you can't be looking at the up to date payroll data - in which case you need to find the latest backup and restore it to be able to continue. I would advise you to get help as you seem pretty lost - and it is not worth mucking about with payroll - you need to get it right.

 

[Xenan]

Respectfully, I am not lost with what I am doing. I have actually managed to resolve a number of issues that have been caused by someone elses errors.

The current weekly and monthly payroll is being calculated on the correct dates and all the tax and NI are correct...

The only thing that is wrong is the reporting from SAGE.

I have calculated the PAYE & NI due to the revenue from my printed reports (which have been printed out weekly when running the payroll) and I have checked the up to date information with each individual person in SAGE on their tabs and they agree.

It is just the reports that are picking up last years information so my assumption is that the year end was not completed properly..

 

[weebly_one]

I'm sorry - it's friday night - I'm tired - I'll leave someone else to help you out - use F1 to look up how to process the payroll year end if that is the part that is missing.

If the payroll is used properly the reporting works fine - the problem is not the reports but probably the fact that the year end has not been run as you suggested - the help text is quite comprehensive in Sage.

 

[johndon68]

If the year end was not run, as seems to be the case, then it it likely that none of this years Payroll has been processed correctly.

You'll need to restore to a backup immediately prior to when the year end should have been run, run through the whole year end process (including installing the year end updates) and then reprocess this year's payrolls...

John

 

[Tom McClelland]

Something else that may be a concern. If the year-end wasn't processed correctly then have P35/P14 for 09/10 been filed with HMRC? It is worth checking that, because otherwise fines are racking up @£100/month.

 

[Xenan]

Thanks for that John & Tom. I already spoke with HMRC this week on the phone and all is in order with them so that is no problem.

I have restored to the year end and tried running it again but it still didn't roll the tax year on for some reason. It just appears to be a problem with SAGE so I will give them a call on Monday and see if they can help me resolve it.

Many thanks to all who have made suggestions. It is much appreciated.

Linda

 

[David Griffiths]

It just appears to be a problem with SAGE so I will give them a call on Monday and see if they can help me resolve it.

If you have Sagecover, why didn't you ring them in the first place?

If you don't have Sagecover, you won't get anything out of Sage, but a two word response.



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