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Tax Total 3696 + 3699 not equal to income sources

Created on  | Last modified on 

Summary

This exception is that not all of your income codes are equal to the correct tax total in Sage Pastel Payroll.

Cause

This exception can be due to various reasons, like a transaction template set up incorrectly or a discrepancy in the database tables.

Resolution

 NOTE: To attempt any of the below resolutions, your employees will have to have a status of Not Processed, so if your employees are, run a clear run flag.

Check your Custom Templates:

The standard transactions in Pastel Payroll have been pre-set with their relevant tax totals, so they Don't cause this exception.  You will double-check that all your custom templates are set up for the correct Tax Totals.

  1. Go to Setup, Transaction Templates.
  2. Click the magnifying glass:
    1. Any code between 0030 and 5000 needs to be selected and checked (one by one),
    2. Any code after 9404 needs to be checked (unless you have council codes, then any code that appears after your relevant M, I, E, R, or S codes),
  3. After selecting your custom code, click Tax Totals. Ensure that the correct tax totals were selected – check with your Tax Practitioner what tax totals need to be selected. 

 TIP: Usually tax totals for incomes will consist of two codes. 3699 OR 3696 will be one of these codes.  Both of these must not be selected.  Usually, you must not have more than two tax totals of the same type on a transaction – confirm with your tax practitioner for more information.

Rebuilding database entries:

We advise that you make a backup, complete a Pay Period Update into the next period, and then run rebuild totals.

If neither of the above makes any changes, email [email protected] advising them on the steps that you have taken, along with your site code, so they can further assist you.