Getting the most from Sage
During this session we will make you aware of how Sage Payroll is now – RTI compliant
Getting the most from Sage
The second part of our talk will look at some of the new features
of Sage 50 Accounts 2013.
RTI (Real Time Information)
Requires employers to make submissions of employee
payment anddeduction information to HMRC at the point payments are made to
employees.
RTI (Real Time Information)
Allows employee NI numbers to be verified, quickly, to ensure
they are legitimate.
RTI (Real Time Information)
Collects information about contracted hours or hours worked by employees – this supports the introduction of Universal Credits.
RTI (Real Time Information)
Will reduce the likelihood of repayments or bills being issued to employees after the tax year
end.
RTI ( Real Time Information).
Is being phased in from April 2013 – October 2013.
Or have any of you been involved in the pilot study
already?
RTI ( Real Time Information).
HMRC will notify employers 4-6 weeks before they are required
to begin making RTI submissions.
HMRC Statistics on just some of the data submitted in the 2009/2010 tax year.
824 employees were submitted with a surname “unknown” 160 employees were submitted with the name “Test” 507 submissions contained the employee “ A N Other” 128 employees were submitted as “Mr” or “Mrs Dummy” Some employees were submitted as X, casual, cleaner. More than 2000 employees were submitted with anNI number of AB123456 and over 1000 with an NI number of AA111111!!!!
Validating Your Payroll Data
To avoid these mishaps – its advisable to carry out a Sage
Health CheckLogin under Manager user name
Choose Toolbar Health Check
Howard Gardner’s Multiple Intelligences Theory
Literature References:-
Howard E Gardener’s book Frames of Mind (2011) (3rd Edition) published by Basic Books
Internet reference http://www.businessballs.com/howardgardnermultipleintelligences.htm 08/05/2011: 16:10
Validating Your Payroll Data
Make full use of the RTI Centreaccessed from the toolbar.
As well as guiding you through the Healthcheck…….
Validating Your Payroll Data
By choosing the Preparing for RTI tab
You can use a standard letter to communicate to all your
employeesand asking them to confirm their
personal details.
David Kolb’s – Cycle of Learning
David A. Kolb: Experiential Learning: Experience as the source of Learning and Development (1983) Prentice Hall
RTI Submissions
There are 4 new submissions you’ll make when processing
under RTI.These take effect from your
migration date, which for most employers
will be 6 April 2013.
RTI Submissions
Employer Alignment Submission (EAS)
One-off, 1st submission under RTI.Provides HMRC with a snapshot of
your data.Benchmarks who is employed
at start of the tax year.
RTI Submissions
Full Payment Summary (FPS)Regular submission made each time you pay your employees.
Starter/Leaver info.Employee details
Payment and deduction info.
RTI Submissions
HMRC use the info. Submitted onthe FPS to know what payment
to expect each month or quarter.
RTI Submissions
Employment Payment Summary (EPS)
You submit an EPS when you need
to report values toHMRC not on the FPS submission,
which will effect yourMonthly/quarterly payment.
RTI Submissions
NI Number Verification Request (NVR)
Used to improve the process ofObtaining a correct NI number.
The submission –Returns a NI No. when missing
Confirms NI No. is correct.
PTLLS –Preparation to Teach in Lifelong Learning Sector
Learning Criteria 1.2 states – Summarise key aspects of relevant legislative requirements and codes of practice within a specific context.
Learning Criteria 1.4 states – discuss issues of equality and diversity, and ways to promote inclusion.
With this in mind I have given you all a copy of Worcestershire County Council’s Equality and Diversity Policy
Universal Credits – Recording Employees Contracted Hours
Enter contracted hours Employee RecordEmployment TabSalary, in second line enter contracted hours.
PTLLS –Preparation to Teach in Lifelong Learning Sector
Learning Criteria 1.3 states – review points of referral available to meet the potential needs of learners.
Let’s now brainstorm what “points of referral” we might use?
Universal Credits – Recording Employees Contracted HoursIf you are already using pay elements,
which we would expect most employers to be doing.
Then don’t use the “I want to pay this employee box” As it will double up the
amount you pay.
Universal Credits – Employee hours will fall into these 4 bands
BAND A Up to 15.99 hours
BAND B 16 to 29.99 hours
BAND C 30 hours or more
BAND D Other – no set hours, enter 0.00 in employee record.
Preparation checklist
We have prepared a RTI checklist which you will find in your
presenters.
Any questions on getting ready for RTI?
RTI Submissions
It is important that you only start doing these submissions AFTER your migration date, for most employers that will be 6 April
2013.
RTI Submissions
Employment Alignment Submission(EAS)
Main elements of the submission:-Company PAYE ref. accounts office ref. and
tax office number.Employee name and address
Employee payroll IDEmployment start date, and end date
RTI Submissions
Employment Alignment Submission(EAS)
Before submittingCheck and cleanse your data, verify with
employees.Enter all new starter info, in Sage.
Add any employees, previously processed outside of Sage. E.G. under P38A
arrangements.Ensure any leavers are processed
RTI Submissions
Full Payment Submission(FPS)
This is the main submission that you’ll make each time you pay your employees.
Starter & Leaver info.Employee info.
Employee payment & deductionPAYE,NIC and Student Loan contributions.
RTI Submissions
Full Payment Submission(FPS)
What you should do before you submit:-Ensure the payroll is complete/final
Print all payslips & pre-update reportsPut irregular payment employees on hold
Complete the Update RecordsMake sure you have processed leavers
RTI Submissions
Full Payment SubmissionTHE TIMING OF THIS SUBMISSION IS KEY.
You must submit on the date you pay the employees or earlier.
If normal payday falls on a weekend then you have to submit before the weekend.
HMRC look at the payroll processing date, to check that submission is on time.
RTI Submissions
Employer Payment Summary(EPS)
Use this to report monthly figures to HMRC, that are not contained in the FPS…….
Statutory payments recoveredNIC compensation on statutory paymentsAdvance funding obtained from HMRC for
tax refunds and statutory payments.CIS deductions suffered
RTI Submissions
Employer Payment Summary(EPS)
You submit an EPS at the end of the tax month when or before your payment to HMRC is due.
Ensure all pay periods are updated
Set processing date to tax month end date i.e. 6th of one month
To the 5th of the next month.
RTI Submissions
Employer Payment Summary(EPS)
When do I need to make an EPS?
Only required if you have extra payments to disclose not covered by the FPS.
To check run a P32 report and look to see if there are any additional items in rows 5 – 14.
RTI Submissions
Employer Payment Summary(EPS)
You submit an EPS at the end of the tax month when or before your payment to HMRC is due.
Ensure all pay periods are updated
Set processing date to tax month end date i.e. 6th of one month
To the 5th of the next month.
RTI Submissions
National Insurance Number Verification (NVR)
Use this submission on an as and when basisto verify an employees NI number is correct.
Select the employees you want to verify,Choose e-submissions
NI Verification
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