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Customer ETI checklist

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Summary

Customer ETI Checklist on Sage 300 People.

Description

This article provides a concise Employment Tax Incentive (ETI) Compliance Checklist for Sage 300 People users. It outlines the key steps required to correctly set up, validate, and process ETI each month — including system configuration, employee qualification checks, monthly ETI reviews, reporting, and handling rollovers or adjustments. The checklist simplifies ETI rules and system requirements, helping payroll teams stay compliant and maximise ETI benefits with minimal errors.

 

ETI Compliance Checklist

      1. Part 1: Prepare for ETI Setup & Monthly Processing

      2. Part 2: Employee Setup and Qualification 

      3. Part 3: Monthly ETI Calculation and Review  

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          • Verify these fields monthly:

            • SIC & SEZ Type defaults.
            • ETI Min Wage Applied.
            • ETI Actual Wage Calculated.
            • Min Monthly Wage & Rate per Hour.
            • ETI Qualifying Months (BF + current).
            • ETI Rate per Hour.
            • ETI Hours Calculated & Hours Total.
            • ETI Remuneration & Remuneration Applied.
            • ETI Reason field — confirm no disqualifying reasons such as:
              • AGE
              • ETINONQULEMP
              • MINWAGE
              • ETICAP
              • EMPBASICINFO
              • DATEJOIN
            • ETI Applied total for the current month.

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      4. Part 4: ETI Batches

      5. Part 5: ETI Reporting 

        • Includes all qualifying employees, ETI values, and ETI reasons.
        •   Filter by Calendar Month and Year.

            • Use for reconciliation
            • Use when preparing manual IRP5 certificates.

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