Hi KazzaT,

Thanks for using Sage City 

I notice this query has slipped through without a community response, sorry for the late reply but I thought I’d pop something back to you.

I appreciate you may have already set up your software, but I wanted to follow up on your initial post. When moving from another software provider you need to create a new company in Sage 50cloud Payroll, then set up your company and employee details. Please click here to access our handy guide which covers all aspects of this process, including advice on importing employee details.

If the move to Sage takes place at the start of the tax year, no year to date values would need adding for your employees as there wouldn't be any at the start of the new tax year. If any payments have been processed and made in the new tax year before setting up in Sage, the employees' year to dates would need to be entered.

If this has answered your question please click More > Verify Answer.

Regards,

John Howells
Sage UKI

Hi KazzaT,

Thanks for using Sage City 

I notice this query has slipped through without a community response, sorry for the late reply but I thought I’d pop something back to you.

I appreciate you may have already set up your software, but I wanted to follow up on your initial post. When moving from another software provider you need to create a new company in Sage 50cloud Payroll, then set up your company and employee details. Please click here to access our handy guide which covers all aspects of this process, including advice on importing employee details.

If the move to Sage takes place at the start of the tax year, no year to date values would need adding for your employees as there wouldn't be any at the start of the new tax year. If any payments have been processed and made in the new tax year before setting up in Sage, the employees' year to dates would need to be entered.

If this has answered your question please click More > Verify Answer.

Regards,

John Howells
Sage UKI