Set up payroll

Payroll is only available in AccountEdge Plus.

You use the payroll feature to:

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process pays for your employees

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track employee entitlements (such as sick and holiday leave)

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pay accrued payroll liabilities

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print payslips and paycheques

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prepare Payroll Tax Forms.

note : Do you need to do this task?

If you want to process employee pays, track amounts you owe to HMRC and process P14 and P35 forms you need to set up the payroll features.

Before you start using the payroll features, you need to use the Payroll Easy Setup Assistant to:

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Load tax tables PAYE Income Tax and NI Employee Contributions are amounts that are calculated and deducted from employee pays according to the rules established by HM Revenue & Customs. In AccountEdge software, these calculation rules are stored in a tax table file that you need to load into your company file.

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Enter general payroll information Enter the current payroll year and the number of hours in your normal working week.

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Review payroll categories The components of an employee’s pay, such as wages, entitlements and taxes, are called payroll categories. These are assigned to an employee’s card to calculate their standard pay.

It’s a good idea to review the details of each payroll category to make sure it matches the way you do business.

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Enter employee details Create a card record for each of your employees and enter details such as their addresses and payroll information.

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Enter pay history [Existing businesses only] If you have already paid the employee in the current payroll year, you should enter the amounts you have paid your employees. These amounts appear on P14 and P35 forms and reports not derived from payroll activity (such as register reports). They are not recorded as transactions in your accounts.

To access the Payroll Easy Setup Assistant, go to the Setup menu, choose Easy Setup Assistant and then click Payroll. For more information on creating payroll categories and entering employee payroll information, see ‘Creating payroll categories’ and ‘Entering employee payroll information’.

Optional payroll setup tasks

In addition to the Payroll Easy Setup Assistant tasks, you may also want to do the following tasks if they are relevant to your business.

Task

See

Set up timesheets

Use timesheets to record all the hours worked by hourly employees or to record extra hours worked by employees that are paid based on a standard pay. If you pay employees for time-billing activities, you can also enter activity details on timesheets and use these details to create activity slips [AccountEdge Plus only].

To set up timesheets

Customise forms

Change the appearance of the default payslip and paycheque forms.

Customising forms

Import cards

Import employee information from: