Exception report

How to run an exception report before tax year end or Bi-annual submissions on Sage Pastel Payroll.

 

1. Click View, Statutory reports, IRP5/IT3(a) Exception Report
2.  Select all the employees and select OK
3. Select the Print To option, e.g, Screen
4. Select the Print Status as Both
5. Select OK

If you receive any of the following Exceptions on your employees, select on the exception to view the solution:

• Employee Tax Number Missing
• Tax Total 3615 replaced with 3601
• Tax Total 3833/3883 must have a value equal to 4584
• 3696 + 3699 not equal to income sources
• Tax Total 4474 not equal to 3810
• Negative Tax total 3697
• Negative Tax Total 3698
• Negative Tax Total 7008
• Tax Total 4120 has a value but 4005 don’t have a values
• Tax Total 4472 has a value but 3817 and 4001 don’t have a value
• Tax Total 4473 has a value but 3825 and 4003 don’t have a value
• Tax total 4116 has been processed, but no code 4005 was processed
• Tax Total 3703 may not be reflected along with 3702 or 3701
• Tax Total 4142 has a value, but SDL exempt is checked
• IT3 a Reason Code Missing

For any additional assistance on clearing exceptions, go to our knowledgebase.

 NOTE: A lengthy webinar was held that showed how to clear some of these exceptions, view below.