Summary
How to resolve the issue when you can't tick or untick 'Manual or e@syFile Issued' on Sage Payroll Professional. The field is inactive for any input.
Description
You want to exclude or include an employee in your IRP5 export. You can't access the 'Manual/e@syFile Issued' field to tick (exclude) or untick (include) an employee.
Cause
The live run IRP5 export deactivates the field for any input. When you can't access the field, you completed a live run already.
Resolution
1. Remove the live run tax certificate number:
- From the Main Menu, go to Employee, then select Change Employee.
- Select the employee
- Click Statutory Details
- Remove the certificate number in the following fields (dependent on your export option):
- Periodic Reconciliation (mid-year): Last Periodic No.
- Tax year-end: Live Cert. No.
2. Reset the live run:
- From the Main Menu, go to Company, then select Basic Company Information.
- Remove the numbers in the following fields (dependent on your export option):
- Periodic Reconciliation (mid-year): Last Periodic No.
- Tax year-end: Live Cert. No.
TIP: Reset the live run in all companies if you include multiple companies.
3. Tick or untick 'Manual/e@syFile Issued' field on employee:
- From the Main Menu, go to Employee, then select Change Employee.
- Select the employee.
- Click Statutory Details.
- You can now access the field to include or exclude the employee from the live run.
- If the solution didn't solve the issue, go to the next step.
4. Contact Sage Customer Support for assistance:
- Contact Sage Customer Support.
- You’ll invite a Sage consultant to your subscription to assist.