New 25 User Payroll and Sage 50 HR

Sage 50 Payroll Annual Licence Plan

This is a new Sage 50 Payroll proposition offering for businesses with up to 25 employees (including leavers in that year).

The software is the same as the current Sage 50 Payroll offering however customers will buy it on an annual licence plan.

There are 3 annual licence plans available – Explore, Exchange and Extra. All are designed to meet the specific needs of small businesses at competitive prices.

New Sage 50 HR

Sage 50 HR is a simple and intuitive HR solution that keeps all employee data at the users’ fingertips. It’s benefits include;
• Quick and easy entry of employee’s holiday and absence
• Up to date performance details and development needs for employees
• Automatically and easily create statements of employment for employees including working hours, holiday entitlement and notice periods
• Comply with legal requirements by attaching documents such as work permits, right to work and CRB checks to an employee record.


Updated Features of P11D 2011

Features in both P11D Standard and Professional

Feature

Benefit

Easy to use

Anyone familiar with the Windows environment will be able to use the Sage P11D software and feel comfortable with its user-friendly interface. Each benefit screen has been specifically designed to follow a similar, intuitive layout, facilitating the entry of benefit information.

Sage product integration

Contains an Import Wizard to import data easily and seamlessly from Sage Payroll and Sage Personnel. Can also import CSV files from spreadsheet programs, and export benefit data as CSV files.

Access Rights and Security

Provides security allowing you to limit access to sensitive information, ensuring data remains confidential and secure.

Customers can personalise what individual users can see and have access to when they log on, for example restricting access to certain areas.

Approved forms

Generates HMRC-approved P11D, P9D and P11D(b) forms, Class 1A reports which can be sent electronically to the HMRC or printed off as a completed form.

Internet Submissions

Allows electronic submission of P11D, P11D(b) and Class 1A reports straight to the HMRC. (P9D cannot be submitted electronically, so internet submissions are only available if there are no employees on P9D tax)
Automatic calculations Calculates all taxable benefits and expenses instantly and efficiently, removing the need to perform complex calculations and complete worksheets manually.
Benefit calculation override Provides override for calculation, so you can key in your own benefit charges/changes.
Enhanced search engine Save time finding employee/employer details.
Desktop Criteria Customers can personalise the information they wish to see, for example, excluding leavers or only show employees with benefits.
Desktop Interface The desktop is split into 4 distinct areas for ease of use, improving navigation.
Reports Improved functionality and more reports available, giving greater flexibility and control

There is also a standard letter to accompany their employees’ P11D/P9D forms.

Legislation Legislation is visible, allowing checking of calculations.
Employer specific settings Customers can specify employer’s rates for mileage, currency conversion, van-sharing, assets etc
Data management Delete groups of employees/benefits, allocate employees to multiple employers, compact & repair database, move data location etc
Multiple Companies allowed P11D is multi company and produces the number of reports specified on the licence irrespective of the number of companies it covers.

Sage 50 P11D Professional Features only

Feature

Benefit

Global PSA Reports

Global PAYE Settlement Agreement is between the employer and the HMRC – where the employer agrees in advance to pay a lump sum for tax and NI due for staff benefits, e.g. Christmas Party. You can record and report on PSA’s in the Sage P11D Professional program.

Benefit summary: Saves time – employer doesn’t need to calculate and submit a P11D for every employee

Audit Trail

The Audit Trail in Sage P11D Professional allows tracking of changes to the database by date, user and area of programme.

Benefit summary: Greater Control – can track each change.

Batch Processing

The Batch Processing facility in Sage P11D Professional allows employers to add a series of benefits of the same type to a number of employees at the same time

Benefit summary: Saves time – speed of entry

Benefit Templates

If a particular benefit is common to a number of employees a Benefit Template can be set up, saved and applied to a number of employees at the same time.

Benefit summary: Saves time – speed of entry

Profiles for Employee Groups

Users can create a set of default characteristics relating to a particular group of employees, e.g. directors. They can then apply the profile to a set of employees, automatically populating a number of fields in the employee’s record, saving the repetitive entry of identical data. It will also highlight any benefits that have not yet been applied.

Benefit summary: Saves time – speed of entry

Class 1A Drilldowns

Offers a breakdown on the employer’s declaration.  Users can drill down to get very specific information, which helps with reconciliation.

Benefit summary: Greater control –helps with reconciliation

Report Designer

Users can customise existing reports or create brand new reports to fulfil specific reporting requirements.

Benefit summary: Greater control – makes the information more meaningful.


P11D 2011 Release

Sage 50 P11D 2010 goes on sale from January 17 2011, and incorporates all the legislation changes needed to be fully compliant for 2010/2011 tax year expenses and benefits submissions.

This year sees several legislation changes that Sage 50 P11D 2011 incorporates, making processing and submission of the returns quicker and more accurate than a manual process. And as ever, Sage 50 P11D 2011’s calculations have been tested by leading tax specialists Ernst and Young.

Important: Sage 50 P11D is not Windows 7 compatible and is not included as a supported operating system on the system requirements

What does Sage 50 P11D 2011 integrate with?

Sage 50 P11D 2011 will import data from current tax year versions of Sage 50 Payroll.

Legislation and other changes applicable from 6th April 2010

Employee
  • High Rate tax percentage increased to 50% (incl. PSA report)
Company Cars
  • Company car fuel legislation rates updated
  • Company car legislation rates updated
  • Company car fuel benefit charge appropriate percentage is increased to £18,000
  • Company car appropriate percentage for electric cars down to 0%
  • Removal of list price limit of £80,000
Company Vans
  • Electric vans are now included with a separate charge of £0
  • Fuel benefit charge is increased to £550
Beneficial Loans
  • Official rate of interest for loans made in pound sterling is reduced to 4%
Accommodation
  • Official rate of interest for accommodation benefits who cost exceeds £75,000 is reduced to 4%
Statutory Forms
  • P11D, P9D, P11D(b) and P46(Car) forms updated and approved by HMRC for 2010/11 tax year
Internet Submission Module
  • Internet Submission schema rules updated for 2010/2011 tax year

Sage 50 Payroll 2011

The new release of Sage 50 Payroll, version 2011 will be available from Monday November 15th.

New Features of Sage 50 Payroll 2011

  • The new features included in the latest release include:
  • New Report Designer
  • New Starter Management
  • New Leaver Management
  • New Pay Element Management
  • New Salary Sacrifice Pension Scheme
  • New Automatic Backup & Recover Feature

We hope to get our hands on a copy just before it begins shipping, so will update the blog with our findings.

If you would like to buy a copy from the start of November this year, please visit the Sage 50 Payroll section of our online shop for up to date pricing and to place orders.


Sage Act 2011 – New Features

New Features in Act 2011

The latest version of Act has been released this month and has just started shipping, so here is an update of the latest features available:

1. Getting Started – The installation and features to get you up and running have been improved, such as the simplified database creation and opportunity to expand it at a later stage. You can also import customer details directly from Microsoft Excel. The new layouts make it much easier for the Act user to navigate the program.

2. Mapping Imports – Fields can now be matched, so importing data is much more logical and faster (i.e. you can match “client name” field to Customers Name”)

3. Integration of MS Outlook – You can now synchronise data from Act and Outlook to keep both contact details and activities in your calendar.

4. Security – The security of who can do what on the software has been improved, so you can limit, for example, who can attach documents to a customer.

5. Mobile Integration – Act Mobile enables users to have access to all critical data from both mobile phones and not just Blackberry. All activities, prior conversations and contact details are available. Essential for those who spend most of their time away from the office.


New Accounting Integration for Act 2010

Sage have just announced the new accounting integration feature for Act 2010 is now available to download for existing customers, you can go to sage.co.uk and log in to your account if you would like to download it immediately.  It will also begin shipping today, although there may be a backlog so you could have to wait a few days for delivery.

In order to enable the new Accounting Integration, you will also need to download and install the Sage 50 Integration update for Sage 50 Accounts  (once installed you will then need to enable the new Sdata framework in Sage 50 Accounts by going into Tools> Internet Options> SData Settings and checking the Sage 50 Accounts box).

Note: ACT! Premium for Web does not contain the new Accounting Integration functionality. The DVD you receive is labelled as 12.20 but contains the software version 12.0.

To use ACT! Premium for Web in the same environment as ACT! Premium 2010.20, you must apply the ACT! Premium for Web 2010 Service Pack 1 update, available from the Sage website


Sage 50 Payroll Health Check

A few tips on making sure your Sage 50 Payroll 2010 is set up right for the payroll year.

1. Make sure you are using the right legislation for the new tax year by checking the Help/About menu.

2. Check employee tax codes, as although there were no general increases in L suffix tax codes, your employers may have had P9 notices from HMRC for specific employees, containing tax codes to use in the new tax year. Please be sure you actioned any notices.

3. Checking small employer relief status (if eligible) is just a case of making sure you have marked the relevant check box within the software, this will help in recovering the right values for statutory payment such as maternity and paternity pay.

4. Remember that your year end returns for 2009/2010 must be submitted to HMRC by 19th May, or you are likely to receive a penalty from HMRC.


Sage Payroll v12 and 2007

From 01/04/10 Sage will be applying their lifecycle policy to Sage Payroll v12 and 2007.  So from March 31st 2012 support will be withdrawn for both versions.  Even if you do not have support with sage for either product at the moment, it could still affect you as you would not be able to buy Sage Cover for them in the future.

The software is under constant development, so as the years roll on, older products are discontinued.  This enables Sage to focus support on the latest products, whilst enabling the development team to take advantage of new technologies.

Your software will not stop working, it’s just the support which will be withdrawn, this will happen in a phased approach.  Please also consider that once support is withdrawn for a particular version of Payroll, there would be no guarantee that a simple upgrade could be run if you did decide to upgrade much later, as testing will not be done once a product is effectively obsolete, so you could find that you have to manually transfer any data.

There are some special offers available for those who wish to keep using these versions for the time being:

Until 31/05/2010 you can get 10% off the price of an upgrade or sage cover extra (this is valid for 15 months and entitles you to upgrades free of charge) Plus a free £50 voucher for any authorised Sage training course.


Sage 50 P11D with Windows 7 ?

During the testing of Sage 50 P11D 2010 on Windows 7, several major issues have been identified, these will take significant time to develop and test before release.  Therefore a decision has been made to release the 2010 version of P11D for Vista, XP and 2000 only.  The alternative would have been to delay the release, this was decided against.

It is assumed at this stage that next years release will be fully compatible with Windows 7, but please do check this when the time comes, either with Sage directly or with Ledger Services.


A Quick Reminder….

The current pricing on our online Sage software shop is due to increase from next month.  Therefore if you are planning to purchase any of the Sage 50 range of products in the near future, you only have one more day to take advantage of the discounts available.  Prices will be going up again from 5pm tomorrow.