Payroll Processing Previous Tax Year Payslip Adjustments
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1 Payroll Processing Previous Tax Year Payslip Adjustments Capturing of Adjustments for February in the Previous Tax Year In order to capture adjustments for previous Tax Years it is necessary to process adjustments in the final pay period of the specific Tax Year. For this purpose, the History Payslips can be adjusted. History Payslips allow you to view all payslips for all employees for all the pay periods where the Period Status = History. You will be able to create a Tax Adjustment Payslip for payslips in the final period of the Tax Year. Typical Tax Year End scenario: Current processing period = March A Production Bonus of R was not paid to the Employee for February 2017 and an adjustment is required. On the Navigation pane: Expand Employee Management Double-click on History Payslip 1. Generate or print the Tax Monthly Totals before you make any changes to see the tax calculated for the adjustment period. 2. Accesses the History Payslip and select the February 2017 pay period and click the Refresh & Search button to load the list of employees with payslips in the selected pay period. 3. Select the relevant employee and select the Payslip Detail screen. 4. The payslips for February 2017 will be displayed and are read only. Because we are in the final pay period of the Tax Year, the Tax Adjustment Payslip button will be active. The Tax Adjustment Payslip button creates an additional adjustment payslip for the Pay Run you are currently on. This means that if you are on the Main Pay Run an adjustment payslip for the Main Pay Run will be created. The adjustment payslip calculates no fixed amounts, recurring amounts or custom calculations. Sage 300 People Support Templates Page 1 of 6
2 Only the following fields are editable on the adjustment payslips: Amount columns for all payslip lines. The Active flag and Total Beneficiaries field on the Medical Aid History screen. 5. Ensure that you are on the correct payslip and then click on the Tax Adjustment Payslip button to create a Tax Adjustment Payslip for the selected Pay Run. To view inactive Pay Runs, check the View Inactive Payslip check box. 6. The system will prompt you to confirm whether you want to create an adjustment payslip. You must click Yes to create the adjustment payslip. 7. If you selected No, you will be returned to the History Payslip screen and no new payslip record is created. If you selected Yes the system will create the adjustment payslip and confirm that the adjustment payslip has been successfully created. You must click the OK button to continue. 8. The adjustment payslip will now be displayed as a new payslip record in the Payslip Record Navigator were the Payslip Type = Tax Adjustment. Sage 300 People - Support Templates Page 2 of 6
3 9. You can now capture the R Production Bonus on the Amount column of the adjustment payslip. 10. The PAYE, UIF and SDL contributions are recalculated in the February 2017 period, using the 2016/2017 tax tables. 11. Because we are capturing adjustments for a previous Tax Year and therefore capturing directly in the February pay period, the original EMP201 for February 2017 should be updated to reflect the changes made on the adjustment payslip. To apply these changes a rebuild must be done on Tax Monthly Totals. Sage 300 People - Support Templates Page 3 of 6
4 12. When exporting / printing the Tax Year End Reconciliation File, Tax Certificate Reconciliation report, Tax Certificate Summary report and OID report for the period March 2016 February 2017, all tax adjustments made will be included in the February 2017 amounts. Capturing of adjustments for Closed or Inactive Tax Records in a previous Tax Year Backdated Adjustments can also be made for months prior to February in the previous Tax Year. For example, Annual Bonus of R should have been paid to an employee in December 2016 on an Inactive pay run. 1. As the adjustment needs to be made in the previous Tax Year, we again need to access the February 2017 (last period in the Tax Year) payslip from the History Payslip screen. 2. Choose the correct employee and access the Payslip Detail screen. Once the correct payslip has been accessed create a history payslip for the Annual Bonus pay run in December To view the Annual Bonus Pay Run, check the View Inactive Payslips check box. 4. Ensure that you navigate to the Annual Bonus Pay Run before you click on the Tax Adjustment Payslip button. Once you have clicked on the button a Tax Adjustment Payslip will be created for the Annual Bonus Pay Run. Sage 300 People - Support Templates Page 4 of 6
5 5. Ensure that the Tax Adjustment Payslip is selected. Select the Annual Bonus earning line and click on the Backdated Adjustments button. The Backdated Adjustment Detail screen will appear. 6. Click on the New button in order to create a new adjustment record. Select the December 2016 pay period as the effective period and enter the R as an adjustment amount. Note: The Backdated Adjustments button is available on all history payslips to enable you to view adjustments captured in a history pay period. However, the New and Delete buttons will not be active in the Backdated Adjustment Detail screen unless the Payslip Type = Tax Adjustment. Therefore Backdated Adjustments can only be made on Tax Adjustment Payslips, the buttons and fields in the Backdated Adjustment Detail screen will be read-only for all other payslips. 7. Close the Backdated Adjustment screen and the Backdated Adjustment amount will be displayed on the annual bonus line of the tax adjustment payslip and added to the Total column. By adding the Backdated Adjustment to the Total column it is automatically included in the tax calculation for the February 2017 pay period. 8. The PAYE, SDL and UIF contributions are recalculated in the February 2017 pay period, using the 2016/2017 tax tables. The UIF earnings limit is applied in the capture pay period (February) and not the effective pay period. The UIF status of the capture pay period (February) is also used. Sage 300 People - Support Templates Page 5 of 6
6 1. Because we are capturing adjustments for a previous Tax Year and therefore capturing directly in the February pay period, the original EMP201 for February 2017 should be updated to reflect the changes made on the adjustment payslip. To apply these changes a rebuild must be done on Tax Monthly Totals. Note that the December 2016 EMP201 is not affected. Tax Adjustment Detail Report On the Navigation pane: Expand Reports Double-click on All Reports Expand Payroll Double-click on Tax Adjustment Detail Report Use the Tax Adjustment Report in order to view all the Backdated Adjustments made in the current period. Sage 300 People - Support Templates Page 6 of 6
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