How do I set up my account to work with Sage?

Sage uses tax period to calculate contributions, so you’ll need to start by putting your workers into groups that use tax monthly or tax weekly pay periods. You can do this while selecting the pay period during the setup process. Therefore, if you pay your workers monthly you’ll need to select ‘Tax Monthly’ as your pay period. Or if you’re paying them weekly you’ll need to choose ‘Tax Weekly’. For more information please see How do I align my pay periods to the tax month? or How do I align my pay periods to the tax week?

If you pay your workers on fortnightly or four weekly basis, you’ll have to select the relevant pay period and a specific date to align with the current tax year. For more information please see How do I align my pay periods to a fortnightly tax period? or How do I align my pay periods to a four weekly tax period? You will need to repeat this each year, as 6 April the first day of the tax year is on a different day of the week each year and move your workers to this new group to keep them aligned to the tax period.

If you’ve already created a group as per calendar month and have workers in it, you will have to add a new group to align it with a tax pay period. You’ll also need to move your workers into this new group. After moving workers to the new group, if they appear in an old contribution schedule and there are no contributions to submit for that pay period, you can clear the schedule by submitting zero contribution.