The Check payroll periods option allows you to check that all payroll types are in their required payroll periods prior to upgrading your payroll system, for example, at the start of a new PAYE year.
To access the Check payroll periods option:-
The Payroll Password form is displayed.
Enter your payroll password.
The PAYROLL menu is displayed.
Select the System maintenance option.
The PR SYSTEM MAINTENANCE menu is displayed.
Select the Upgrade menu option.
The PAYROLL UPGRADE menu is displayed.
Select the Check payroll periods option.
The Check payroll tax periods form is displayed.
What do you want to do or be advised about?
Use of Check payroll periods
The Check payroll tax periods form is displayed when the Check payroll periods option is selected from the PAYROLL UPGRADE menu.
When you enter the option you will be shown a grid listing each payroll company identifier and name, payroll type and description and the tax year and tax period of the payroll type.
You should follow the instructions provided when performing a payroll upgrade. Normally all payroll types should be in their first used payroll period of the new tax year before an upgrade is to be applied on your payroll system.
You may change your selection criteria by clicking one of the radio buttons. Choose from one of the following options:-
Show all: All payroll types are shown.
First period only: Only show payroll types in their first period. The first period is normally period 1 but on a fortnightly payroll it will be two and on a four weekly payroll it will be four.
Not first period: Only show payroll types not in their first expected period. This will be the option normally run for a new tax year payroll upgrade. Once clicked no payroll types should normally be listed when applying new tax year updates. Exceptions however to this are training companies and companies that ceased trading.
2006/2007 payroll upgrade guidance
Check that all payrolls are at the required tax period before the scheduled update date.
Log in as a priority 8 payroll user and enter the payroll module selecting any payroll company and any payroll type, run the Check payroll periods option within Payroll, System maintenance, Upgrade menu.
For the 2006/2007 payroll update issued late March 2006 you should click the Not first period radio button and ensure no live payroll types are left selected in an earlier period from the previous tax year - this may mean no details are displayed and you are returned directly to the Upgrade menu.
In the event that one or more payroll types are still in the previous PAYE year they should have their year end run so that they are advanced into the first used payroll period of the 2006/2007 PAYE year. The exceptions to this are if the payroll type has not been used at all in the 2005/2006 or earlier PAYE year(s) or if it concerns a training company. If in doubt, contact the accounts software support team.
If you have pre-booked your update and are not ready by the scheduled date please contact the accounts software support team or Email kpayring@kerridge.com immediately advising of the need to re-schedule your payroll update.
