Create a copy system for August 2021 to claim additional ETI Relief

This article will assist with the resolution advised to apply the ETI changes for Release 5.7a for Sage200c Premier and Classic

The weekly or bi-weekly payroll company need to roll over into the 1st week/bi -week of September,  as employees need to be paid.

The update is not available as yet.

The company does claim ETI.

• Create a backup for August2021 period on release 5.6a
• Create a copy system for August2021 period
• Roll the live system over to September2021 on 5.6a
• Print the Detail EMP201 on the copy system before the update
• Update the copy system of August2021 to release 5.7a
• Backup August2021 that is on 5.7a
• Do a general recalculation
• Reprint the Detail EMP201 report and determine the changes/ differences
• Roll over the August2021 copy system (on release 5.7a) over to September period - This will allow the correct Period and Set count to increment from August 2021
• Export the ETI values, from the copy system -That is now on 5.7a in September.
  • Export the periods and sets with the ETI Take-on function (Interfaces > Import Data > Utility Imports > ETI Take-On) 
• Import the ETI values for March2021 to September2021 into the live system September2021( on release 5.7a)

 

NOTE: Should you need further assistance with the steps above, consult with your  Business partner.