Sage 50 payroll export fields

The table below outlines the fields imported from the Sage Employee and Year-to-Date exports. Any fields not listed in the table will be ignored during the import process.

Payroll Data Export

Sage Export Field Name	Field imported to payroll	Notes
Employee Reference	Payroll Code
Title	Title
Forename	Forename
Surname	Surname
Address 1	Address 1
Address 2	Address 2
Address 3	Address 3
Address 4	Address 4
Post Code	Post Code
E-mail Address	Email
Gender	Gender
Marital Status	Martial Status
Date of Birth	Date of Birth
Tax Code	Tax code
Wk1Mth1 Basis	Week 1 / Month 1	0 = False 1 = True
NI Category	NI Table
Payroll ID	Previous Payroll Code	Updates an employee's Payroll ID with HMRC His Majesty's Revenue and Customs is a non-ministerial department of the UK Government responsible for the collection of taxes, the payment of some forms of state support, the administration of other regulatory regimes including the national minimum wage and the issuance of national insurance numbers.. Sent automatically with the next Full Payment Submission Full Payment Submission is an RTI online submission to be sent on or before each payday. This informs HMRC about the payments and deductions for each employee..
Previous Payroll ID Status
NI Number	NI Number
Job Title	Job Title
Director Status	NI Calculation	0 =Not a director 2 = Alternative Method 1= Standard Method
Date Directorship Began	Start of Directorship
Payment Frequency	Schedule
Gross Salary	Annual Salary
Salary Per Period	Annual Salary	Salary Per Period: Ie monthly x 12 / Frequency. Week: Weekly x 52 / Frequency. Year: Annual /Frequency.
Work Start Date	Start Date
Sort Code	Sort Code
Bank Account Number	Account Number
Bank Name	Bank Name
SLR to Date		If end date is populated no student loan A government loan that students can use to help pay for their education. will pull through.
SLR Plan Type	Student Loan	-1 = No student loan 0 = Plan 1 1 = Plan 2 2 = Plan 4
PGLR From Date	Post Grad	Sets the post grad loan to True in the payroll.
PGLR To Date		If end date is populated no postgrad loan will pull through.

 

Employee Year To Date Figures

Sage export field	Header field name	Field imported / Opening balance
Employee Reference		Payroll code
P45 A P45 is a document issued by an employer to an employee when they leave a job. It shows details about the's employment, including their start and end dates, how much they were paid, and how much tax they paid during their employment. The is made up of four parts: Part 1 is sent to HM Revenue & Customs (HMRC), Part 1A is kept by the employer, and Parts 2 and 3 are to the employee as a record of their earnings and tax paid. The P45 is an important document that employees need to give to their new employer when they start a new job as it provides information about their tax code and previous earnings, which helps the employer calculate their tax and National Insurance contributions. Gross Pay The total amount earned by employee before taxes and other deductions are taken.	Previous Employer	P45 Taxable Pay
P45 Tax Paid	Previous Employer	P46 A P46 has been replaced by the New Starter Declarations. It is still commonly called a P46. Tax Paid
Gross Pay for NIC	NIC Table Summary	Table & Gross Earnings
Gross Pay for Tax	Current Employer	Taxable Pay
Total Tax TD	Current Employer	Tax Paid
Ers NIC TD	NIC Table Summary	Employer NIC Paid
Ees NIC TD	NIC Table Summary	Employee NIC Paid
SPBP Statutory Paternity Pay is the pay an employer must give to an employee who takes time off to care for their partner, for up to2 weeks. Paid TD	Statutory Pay	SPBP
SMP Statutory Maternity Pay is the pay an employer must give to female employees on maternity leave, for up to 39 weeks. Paid TD	Statutory Pay	SMP
SPP Statutory Parental Pay refers to the pay an employer must give to an employee who takes time off to care for their child, or surrogate's child, for up to 2 weeks. Paid TD	Statutory Pay	SPP
NIC to LEL Lower Earnings Limit (LEL) This is the minimum a person must earn in order to qualify for any state benefits or statutory payments. If an employee's earnings reach or exceed this level, but do not exceed the Primary Threshold, they will not pay NICs but will be treated as having paid NICs when claiming state benefits.	NIC Table Summary	Earnings to LEL
NIC to PT The Primary Threshold is an amount set each year by HMRC at which employees start paying National Insurance.	NIC Table Summary	Earnings from LEL to PT
NIC to UEL Upper Earnings Limit is an amount set each year by HMRC at which employees start paying lower rate National Insurance.	NIC Table Summary	Earnings from PT to UEL
Student Loan TD	Other Values	Student Loan