Import from Sage 50

There are two files needed to import data from Sage 50 Payroll.

The first contains employee data and the second contains balances for the year to date.
Export from Sage 50 payroll.

The company must be created before you can import.

Import employee data

Fields from Sage 50 payroll using the Payroll Data Export.

1. Open the required company.

2. Go to Employees and select Import.

   

3. Select Sage 50 Payroll.

   

4. Select the Payroll Data Export file exported from Sage 50 payroll.

5. A preview of the data displays.

6. Select Import Data.

   

Import employee YTD figures

Fields from Sage 50 payroll using the Employee Year To Date Figures export.

If you have an employee with previous employment figures (P45 A P45 is a document issued by an employer to an employee when they leave a job. It shows details about the's employment, including their start and end dates, how much they were paid, and how much tax they paid during their employment. The is made up of four parts: Part 1 is sent to HM Revenue & Customs (HMRC), Part 1A is kept by the employer, and Parts 2 and 3 are to the employee as a record of their earnings and tax paid. The P45 is an important document that employees need to give to their new employer when they start a new job as it provides information about their tax code and previous earnings, which helps the employer calculate their tax and National Insurance contributions.), the Year to date (YTD The cumulative amount of an employee's earnings or deductions from the beginning of the current fiscal year up to the current pay period.) report includes the previous employment YTDs in the current employment YTDs. Correct this before importing.

1. Open the required company.

2. Go to Employees and select Import.

   

3. Go to Sage 50 Payroll and select Import YTD values.

   

4. Select the Employee Year To Date Figures file exported from Sage 50 payroll.

5. A preview of the data displays.

   

6. Select Import Data.

   This populates the employee opening balances.

   Good to know...

   • We recommenced you parallel run at least one payroll.

   • Sage 50 payroll calculates National Insurance A system of contributions paid by workers and employers in the UK, which funds various state benefits, such as the State Pension and Jobseeker's Allowance. using the table method. Every Payroll uses the exact percentage method. Both are correct, however there may be a slight difference in the NI and therefore net pay between the two payrolls. This is correct and HMRC His Majesty's Revenue and Customs is a non-ministerial department of the UK Government responsible for the collection of taxes, the payment of some forms of state support, the administration of other regulatory regimes including the national minimum wage and the issuance of national insurance numbers. do make allowances for slight variations.