1st For Training Limited
Welcome You To
Getting the most
from Sage – RTI and
Market
Developments
Presented By
Lesley Wells
Of
1st For Training Ltd
Mobile: 07932 860690
Email
lesley@1stfortraining.org.uk
Getting the most from Sage
During this session we will make you
aware of how Sage Payroll is now –
RTI compliant
Getting the most from Sage
The second part of our talk will look at
some of the new features of
Sage 50 Accounts 2013.
RTI (Real Time Information)
Requires employers to make
submissions of employee payment and
deduction information to HMRC at the
point payments are made to
employees.
RTI (Real Time Information)
Allows employee NI numbers to be
verified, quickly, to ensure they are
legitimate.
RTI (Real Time Information)
Collects information about contracted
hours or hours worked by employees –
this supports the introduction of
Universal Credits.
RTI (Real Time Information)
Will reduce the likelihood of
repayments or bills being issued to
employees after the tax year end.
RTI ( Real Time Information).
Is being phased in from April 2013 –
October 2013.
Or have any of you been involved in
the pilot study already?
RTI ( Real Time Information).
HMRC will notify employers 4-6
weeks before they are required to
begin making RTI submissions.
HMRC Statistics on just some of the data submitted in the
2009/2010 tax year.
 824 employees were submitted with a surname “unknown”
 160 employees were submitted with the name “Test”
 507 submissions contained the employee “ A N Other”
 128 employees were submitted as “Mr” or “Mrs Dummy”
 Some employees were submitted as X, casual, cleaner.
 More than 2000 employees were submitted with an
NI number of AB123456 and
over 1000 with an NI number of AA111111!!!!
Validating Your Payroll Data
To avoid these mishaps – its advisable
to carry out a Sage Health Check
Login under Manager user name
 Choose Toolbar
 Health Check
Howard Gardner’s Multiple Intelligences Theory
Literature References:Howard E Gardener’s book Frames of Mind (2011) (3rd Edition)
published by Basic Books
Internet reference http://www.businessballs.com/howardgardner
multipleintelligences.htm 08/05/2011: 16:10
Validating Your Payroll Data
Make full use of the RTI Centre
accessed from the toolbar.
As well as guiding you through the
Healthcheck…….
Validating Your Payroll Data
By choosing the Preparing for RTI tab
You can use a standard letter to
communicate to all your employees
and asking them to confirm their
personal details.
David Kolb’s – Cycle of Learning
David A. Kolb: Experiential Learning: Experience as the source of Learning
and Development (1983) Prentice Hall
RTI Submissions
There are 4 new submissions you’ll
make when processing under RTI.
These take effect from your migration
date, which for most employers
will be 6 April 2013.
RTI Submissions
Employer Alignment Submission (EAS)
One-off, 1st submission under RTI.
Provides HMRC with a snapshot of
your data.
Benchmarks who is employed
at start of the tax year.
RTI Submissions
Full Payment Summary (FPS)
Regular submission made each time
you pay your employees.
Starter/Leaver info.
Employee details
Payment and deduction info.
RTI Submissions
HMRC use the info. Submitted on
the FPS to know what payment
to expect each month
or quarter.
RTI Submissions
Employment Payment Summary (EPS)
You submit an EPS when you need
to report values to
HMRC not on the FPS submission,
which will effect your
Monthly/quarterly payment.
RTI Submissions
NI Number Verification Request (NVR)
Used to improve the process of
Obtaining a correct NI number.
The submission –
Returns a NI No. when missing
Confirms NI No. is correct.
PTLLS –Preparation to Teach in
Lifelong Learning Sector
Learning Criteria 1.2 states – Summarise key
aspects of relevant legislative requirements
and codes of practice within a specific
context.
Learning Criteria 1.4 states – discuss issues of
equality and diversity, and ways to promote
inclusion.
With this in mind I have given you all a copy of
Worcestershire County Council’s Equality
and Diversity Policy
Universal Credits –
Recording Employees Contracted Hours
Enter contracted hours
 Employee Record
 Employment Tab
 Salary, in second line enter contracted
hours.
PTLLS –Preparation to Teach in
Lifelong Learning Sector
Learning Criteria 1.3 states – review points of
referral available to meet the potential
needs of learners.
Let’s now brainstorm what “points of referral”
we might use?
Universal Credits –
Recording Employees Contracted Hours
If you are already using pay elements, which we
would expect most employers to be doing.
Then don’t use the “I want to pay this employee
box” As it will double up the amount you
pay.
Universal Credits –
Employee hours will fall into these 4 bands
BAND A
Up to 15.99 hours
BAND B
16 to 29.99 hours
BAND C
30 hours or more
BAND D
Other – no set hours,
enter 0.00 in employee
record.
Preparation checklist
We have prepared a RTI checklist
which you will find in your presenters.
Any questions on getting ready for
RTI?
RTI Submissions
It is important that you only start
doing these submissions AFTER your
migration date, for most employers
that will be 6 April 2013.
RTI Submissions
Employment Alignment Submission
(EAS)
Main elements of the submission: Company PAYE ref. accounts office ref. and tax
office number.
 Employee name and address
 Employee payroll ID
 Employment start date, and end date
RTI Submissions
Employment Alignment Submission
(EAS)
Before submitting
 Check and cleanse your data, verify with
employees.
 Enter all new starter info, in Sage.
 Add any employees, previously processed
outside of Sage. E.G. under P38A arrangements.
 Ensure any leavers are processed
RTI Submissions
Full Payment Submission
(FPS)
 This is the main submission that you’ll make
each time you pay your employees.
 Starter & Leaver info.
 Employee info.
 Employee payment & deduction
 PAYE,NIC and Student Loan contributions.
RTI Submissions
Full Payment Submission
(FPS)
 What you should do before you submit: Ensure the payroll is complete/final
 Print all payslips & pre-update reports
 Put irregular payment employees on hold
 Complete the Update Records
 Make sure you have processed leavers
RTI Submissions
Full Payment Submission
THE TIMING OF THIS SUBMISSION IS KEY.
You must submit on the date you pay the
employees or earlier.
If normal payday falls on a weekend then you
have to submit before the weekend.
HMRC look at the payroll processing date, to check
that submission is on time.
RTI Submissions
Employer Payment Summary
(EPS)
Use this to report monthly figures to HMRC, that are not
contained in the FPS…….
 Statutory payments recovered
 NIC compensation on statutory payments
 Advance funding obtained from HMRC for
tax refunds and statutory payments.
 CIS deductions suffered
RTI Submissions
Employer Payment Summary
(EPS)
You submit an EPS at the end of the tax month when or
before your payment to HMRC is due.
Ensure all pay periods are updated
Set processing date to tax month end date
i.e. 6th of one month
To the 5th of the next month.
RTI Submissions
Employer Payment Summary
(EPS)
When do I need to make an EPS?
Only required if you have extra payments to disclose not
covered by the FPS.
To check run a P32 report and look to see if there are any
additional items in rows 5 – 14.
RTI Submissions
Employer Payment Summary
(EPS)
You submit an EPS at the end of the tax month when or
before your payment to HMRC is due.
Ensure all pay periods are updated
Set processing date to tax month end date
i.e. 6th of one month
To the 5th of the next month.
RTI Submissions
National Insurance Number Verification
(NVR)
Use this submission on an as and when basis
to verify an employees NI number is correct.
Select the employees you want to verify,
Choose e-submissions
NI Verification