Hi Chris,
If you're setting up a company in Sage 50 Payroll part-way through the tax year, to ensure accurate tax and national insurance (NI) calculations, you must enter the year to date (YTD) values for all of your employees.
There are various reasons why you may need to enter employees' YTD values. For example, if you've started using Sage 50 Payroll for the company part-way through the tax year and have already processed your employees' wages either manually, using a different software package, or by outsourcing to a payroll bureau.
The best sources for employee YTD information are P11 Deduction Cards.
Ask Sage article 11256 explains how to enter year to date values for employees who are non-directors.
If you need to enter year to date values for any directors, you can refer to Ask Sage article 11449.
Hi Chris,
Yes, you can use Comma Separated Value (CSV) files to import employee information, including YTD figures, into Sage 50 Payroll.
Full info on how to do this here.
*Community Hub is the new name for Sage City