The year-end season is around the corner, and this period can be such a stressful time for you and your business as you try ensuring all the payroll data is correct for submission. This article will highlight to you what steps you should take to make sure that you are preparation is well underway.
- Make sure that you are on the latest software version, 2020 update 3a.
- Reinstate your Maternity Leave employees
- Run and clear your exception report
Step 1:
Ensure that you update to 2020 Update 3a. This update can be found in our download manager, which is always accessible through your Payroll system by navigating to Utility, Weblinks, Download latest version. Our full installation guide can also be viewed here.
Step 2:
If you have an employee terminated with the reason code Maternity/Adoption leave, this employee needs to be reinstated (and the payslip needs to be zero'd out) so their IRP5/IT3a certificates shows the correct period worked and so they don't get deleted when you do your roll over. Please view our guide here. Please remember to re-terminate your employees on Maternity leave once you roll into the March period.
Step 3:
View and clear your exception report to make sure that all the statutory information in Payroll is captured correctly. View our guide here.