Access your payroll company from the Company Listing screen.
From the Main Screen, go to History, then select Reports.
Choose EMP501 Reconciliation.
Select the reconciliation period months. For mid-year submission, select March to August. For the year end submission, select March to February.
Select to export for the Current Company or Multiple Companies. Choose companies to include if you select to include more than one company. This option only includes companies with the same PAYE number and is in the same pay period. Wage companies need to be in the last week of the month.
Click Continue. The report starts to automatically or prompt you to select click here to start downloading. You'll return to the Main Screen.
Locate the downloaded Excel report.
Open the Excel report.
The report has two worksheets:
The Summary sheet shows monthly totals
The Detail sheet shows employee values per month
Complete your declared and paid values in the yellow sections per month.
The Difference column displays any variances between the payroll and captured values.
TIP:
If you find any differences, use the monthly EMP201 (Detailed) to reconcile with the values per employee on the Details worksheet. For reconciliation assistance, contact your Business Partner.
[BCB:416:ZADK - Sage Payroll Advanced form (upsell):ECB]