This series of webinars covered:
- What's new in the latest release of Sage 50 Payroll, including the reversal of the increase in National Insurance rates
- How to remove payslip messages
- Useful tips to help you install your update
These webinars have now taken place but a recording of the session is now available: Watch the recording
A copy of the slides and some Q&A examples from the session are listed below:
| Question | Answer | Article link |
| When will the update be available? | The update is available now. | Open the update article |
| Hi, my next payroll processing date is the 6th Nov for time worked in October. should I do the update after running this payroll? | If the date you are paying the employees is the 6th of November, you would use the new rates. As long as you've installed the update, the correct NI legislation will be used based on your process date. | Open the NI changes article |
| What does the optimise do? | Optimise compacts the data and helps reduce risk of corruption within the data | Open the Optimise article |
| The new NI rate on 6 Nov, is there issue if the cut off (Period covered) of the pay run is from 25 Oct to 24 Nov? | There should be no issue at all, the changes will come into effect based on process date rather than the pay period, so if your process date is 6th nov or after then the total pay will use the new rates. | N/A |
| Can we manually amend the national insurance rates on the legislation settings ahead of the software update? | It is possible to amend the settings in v28.02, however we do not recommend it. You should install the update to v28.05 or v28.06 instead. | N/A |
| Will the update automatically change the NI payment? Or do we need to do this manually | The update changes the NI legislation in your software in line with the new rates. Once you've installed the software update, your program automatically applies the new rates for a process date of 6.11 or later which ensures the correct NI calculates. | Open the NI changes article |
| This maybe something you're not allowed to answer, does this mean you pay less tax? Thank you. | With the changes, employees and employers will pay less national insurance with the reduction in the rates . | N/A |
| Can you change a director from pro rata to annual? | Yes, you can do this within the employee record at any time in the tax year. But you can't change from annual to pro rata except at the start of a new tax year. | Open the processing directors article |
| When we calculate employers NI on P11ds for 22/23 will we have to use 13.8% and 15.05% pro rata | For Class 1A NIC calculations on your P11D(b) you would use the pro rata rate of 14.53%. | Open HMRC advice |
| To confirm, are the bands that were introduced in line with tax being put back too? | The NI rates are going back to 2021/22 levels e.g. 12% EE 13.8% ER for category A. But the increase in the primary threshold that took affect 6 July 2022 remains in place. | N/A |