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Sage PYE 2011 Checklist

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Sage PYE 2011 Checklist Powered By Docstoc
					Sage PYE 2011 Checklist




     ACTION                                                                                                                     Complete
1    Is my Sage account no. in the program?                                                                                     YES/NO

     In your payroll program go to the top toolbar go to Help then About [product]. Select the Edit button and enter your
     account number, which can be found at the top of this letter. Click OK to save your settings.


2    I have Sage RSS newsfeeds turned on?                                                                                       YES/NO

     In your payroll program go to the top toolbar, go to Help then View [product] News. Select the Enable checkbox and
     click OK to save your settings


3    Turn on Auto-updates                                                                                                       YES/NO

     In your payroll program go to the top toolbar go to Tools then Internet Options. Choose the ‘[Recommended]’ option and
     click OK to save your settings.


4    Am I on the latest version of my payroll software?                                                                         YES/NO

     In your payroll program go to the top toolbar go to Help then Check for Updates. Any available updates will be presented
     to you for download.


5    Do I have pc administrator rights and related passwords?                                                                   YES/NO

     PC administrator rights may be required to run the PYE and Budget update. If you're unsure if you have these rights,
     please contact the person responsible for IT within your business

6    Have I renewed my software annual license?                                                                                 YES/NO

     You will need a valid licence to access your payroll product, the software updates and our payroll support team. If you
     are unsure that your licence has been paid email sagecover@sage.ie with your Sage account number for further
     information.


7    Revenue Online Service (ROS)                                                                                               YES/NO

     To make your Payroll Year End submissions online you must be registered with ROS, go to http://www.ros.ie/ for details

8    Have I taken a Full System Backup?                                                                                         YES/NO


     In Micropay Professional, log as Admin to do this. Please ensure you include all payrolls and system files. In Quickpay,
     include all payrolls, programs files and common files.


9    Have I checked all employees' Tax Deduction Cards/ETP records?                                                             YES/NO


     All employees' Tax Deduction Cards/ETP records need to be checked, making sure that all periods have been recorded
     correctly, that there are no missing periods and that each period has a date.


10   Are all employees on the correct PRSI classes throughout the year?                                                         YES/NO


     Ensure that all employees are on the correct PRSI classes throughout the year. The PRSI can be seen on the employee's
     Tax Deduction Card/ETP record.

				
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