BRB Payroll Manual 2014

8/11/2019 BRB Payroll Manual 2014

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Big Red Book Payroll 2014.

The Big Red Book Company, 2012 - 2014


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Big Red Book Payroll 2012

Table of Contents

Welcome 4What's New 5Switching to SEPA 6Generating BIC and IBAN 7Budget 2014 9Universal Social Charge 10Getting Started 11 New to Payroll? 11 Import 2013 Data 12 Importing Tax Credits 14 Company information 16 Rates of Pay 17 Departments 19 Other Settings 20

Accounts 21 PayPath Setup 22 PRSA Setup 24 Preferences 26 Email Setup 27 Mid Year Startup 29Employee Data 31 Employee Details 31 CSO Survey Data 33 Deductions 35 PRSA Setup 36

Holidays 37 Sick leave 40 Bank / email 41 Disciplinary action 42 Personal 43 Employee Reports 44Payroll Processing 45 Timesheet Entry 45 Process pay 47 Payslips 49 Payslips 49

Print Payslips 50 Email Payslips 52 PayPath 54 Std 18 PayPath File 54 SEPA PayPath File 56 Reports 58Employees Leaving 59 Ceasing an Employee 59 ROS P45 File 60 Restarting an employee 63 Payments after P45 issued 64

P30 Return 65 Monthly / Quarterly P30 Return 65 Print P30 Report 66


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Create ROS P30 File 67CSO EHECS Return 69 Overview of CSO Data 69 CSO Declaration Data 70 Collate Survey Data 71 Create Return File 73

Utilities 75 Backup and Restore 75 Re-Index Files 78 Rollback 79

Year End 81 Completing a P35 return 81 P60 Forms 83 Medical Insurance Benefit-in-Kind 85 Consolidated P35s 86


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Welcome

Welcome to Big Red Book Payroll 2014

Copyright 2002-2014 Big Red Book Company

Big Red BookRathdown HallUpper Glenageary RoadGlenagearyCo. Dublin

Tel 01-204 8300Fax 01-204 8324

e-mail [email protected]

web www.bigredbook.com

Last update: 7th January 2014

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What's New

Version 14.01 7th J anuary 2014

SEPA Files

P u t u n d e r s c o r e i n s t e a d o f d a s h i n d e fa u l t F i l e N a m e( S o m e b a n k s d o n o t a l l o w d a s h i n fi l e n a m e )

Cash Analysis Report

N o t d i s p l a y i n g w e e k n u m b e r a n d e r r o r m e s s a g e d i s p l a y e d .

F i x e d

P60 Forms

N o t p r i n t i n g w h e n s i n g l e e m p l o y e e s e l e c t e d

F i x e d

Automatic Registration

A d d c h e c k fo r r e g i s t r a t i o n v a l i d i t y

Version 14.00 28th November 2013

Release of Payroll 2014

Gross to Net Report

PAYE and USC are shown separately, LPT is now included.

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Switching to SEPA

The Single European Payments Area (SEPA) is a European initiative to standardize Eurocurrency electronic bank payments.By February 2014 all national payment systems in the SEPA zone will be replaced by SEPA.

With SEPA, payments can be made to any bank in the SEPA zone.

In practice, BIC (Bank Identifier Code) and IBANs (International Bank Account Number) willnow be used to identify a bank account instead of the Sort Code and Bank Account Numberwe have used up to now.

Steps for switching to SEPA:

1) Register with your Bank and receive a SEPA Originator Identifier Number (OIN) or SEPACreditor Identifier to use when creating a SEPA PayPath file.

2) Update BIC and IBAN Codes for employees and company bank account. We have provided

a utility to generate the BIC and IBANfrom the Sort Code and Bank Account number alreadyin use.

3) Select 'Use SEPA' in Settings / PayPath

4) Generate the SEPA PayPath file in the usual way.

5) Submit the generated SEPA Credit Transfer file to the bank. This will be different from theNational (Standard 18) Payments System and your bank will advise on how SEPA files aresubmitted.

One notable change in operation is the 'Debit Date' - this is the date that funds are debited

from your account, they will be received in the employees account the next day. In thenational payments system funds were debited from you account and credited to theemployees' accounts on the same day.

For more detailed information on switching to SEPA please contact your bank and see http://www.readyforsepa.ie/

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http://www.readyforsepa.ie/http://www.readyforsepa.ie/http://www.readyforsepa.ie/http://www.readyforsepa.ie/


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Generating BI C and I BAN

If you have bank account details already entered for employees we have provided a utility togenerate BIC and IBAN codes from the employee's Sort Code and Account Number.

In Settings / PayPath click on the 'Generate BIC and IBAN Codes' button.

There may be a small number of accounts for which a BIC and IBAN cannot be generated. These arereported after the update is run and can be obtained from the Sort Code and Account Numbers by clickingon the link on the screen.

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Budget 2014

Summary of changes to PAYE in relation to Big Red Book Payroll

The Employer PRSI rate applied for employees with weekly earnings of 356 or less has

reverted to the original 8.5%

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Universal Social Charge

See Revenue information for employers at http://www.revenue.ie/en/tax/usc/

The Universal Social Charge is deducted on a cumulative basis and exemptions and concessions are

given only via the Certificate of Tax Credits and Cut-Offs.

Standard USC Rates and CutoffsThe standard rates and cutoff points are:Rate Week Month Annual2% 193 837 10,0364% 308 616 16,0167% Balance

In general employees earning less than 10,036 per annum will be exempt from USC and those some over70 years or holding a full medical card will be exempt from the 7% rate.

Operation of USC

USC Rates and Cut-Off points applicable to each employee are determined by their Certificate of TaxCredits and Cut-Off Points.

If an employee is exempt from USC this will be indicated on the Tax Certificate. If there is a query regardingthe rates or exemption status of an employee this should be directed to Revenue who will issue a correctTax Certificate if required.

To avoid over or under paying USC it is very important that employees Tax Certificate data be updated assoon as they are available from ROS.

In the absence of USC data, USC will be levied on all income at the highest rate.

Emergency Tax BasisWhen an employee is on Emergency tax basis, USC will be levied on all income at the highest rate.

USC details on P45To calculate USC cumulatively the gross pay subject to USC and USC paid in previous employments arerequired therefore P45s now include this information.

For further information see Revenue's FAQ online at

www.revenue.ie/en/tax/usc/universal-social-charge-faqs.pdf

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Getting Started

New to Payroll?

If you are new to payroll we advise you to consult the Revenue's 'Employer's Guide to PAYE'for information on how the PAYE system works and the terminology used.This is available online at http://www.revenue.ie/en/business/paye/guide/index.html

There is a useful link to the online guide in the Help Menu.

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http://www.revenue.ie/en/business/paye/guide/index.htmlhttp://www.revenue.ie/en/business/paye/guide/index.html


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I mport 2013 Data

This utility is used to import employee data and company settings from the 2013 version of Big Red BookPayroll. This action can only be carried out before any employees are set up in the 2014 payroll. To import

go to Utilities - Import 2013data.

You will be given the option of 'Carrying Over' employee details such as Sick Leave, Holidays andDisciplinary records. Tick the box of each of the details you wish to carry over to the new year.

Tax Credits and Cutoffs are automatically brought over from 2013.

Tax Certificates on file are available from ROS, employers not using ROS will receive Tax CreditCertificates from Revenue and should update employees details manually.

There are two sources from which you can to import 2013 data.

1) This PCThis can be used when 2013 is installed on the same PC.

2) From a Backup File

This can be used when 2014 is being installed on a different PC to 2013 or in a different location.

This PCA Screen similar to this will appear:

Select the company from which you wish to import data - then click on Import.

From Backup FileWhen you select this option you will be presented with a screen similar to this one.


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If the file displayed is not the one you wish to import from use the folder icon to the right of the edit box to

select the Payroll 2013 backup file you wish to import from.Click on 'Restore and Import' when you have selected the required file.

For both sources you will will then be presented with a screen similar to this one:

Now select Start - this will commence the import process.

The message below is displayed:

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I mporting Tax Credits

Important Note: Previous Employment Pay and TaxTax Certificates include Previous Employment Pay and Tax data as on a P45.While all the Tax Certificate information is imported, Previous Employment Pay and Tax are notautomatically updated.

There is an option to update this data when the data on the Tax Certificate differs from what is onfile. If this data is not updated when importing the Tax Certificate it must be entered manually foremployees as required.

The Tax Credits File can be used to update Big Red Book Payroll in two ways:

(1) Create Employees from Tax Credits FileIf you are just setting up a company you can use the Tax Credits file to create Employee records from theinformation on the Revenue file. When Employee records have been created you can then select 'Update' toimport Tax Certificate information.

(2) Import Tax Certificates

Tax Certificates are issued from ROS it the form of a file. This file is used to automatically update theemployee Tax Credit and Cutoff, Tax Basis (Cumulative or Week One) and Tax Exemption information. TaxCertificates imported for an employee can be viewed on the Tax Certs tab in Employee Details.

To update Employee records from the Revenue Tax Certs File:1. Choose "Import Tax Credits" from the File menu.2. Locate the Tax Credits File by clicking on the folder icon to display a browse window.3. Ensure that the Year and Employer Name/Number matches your Company.4. Click on "Process" to import the information.5. A display of number of Employee Tax Certs updated, Employees not updated etc. is displayed.6. You can now view and print reports of the results of the import7. If the Previous Employment Pay or Tax is different on the Tax Cert a list is displayed of all employees to

whom it applies. Employees must be selected for update of this data. If update is not selected the datamust be updated manually on the Employee tab.

Browse Window

Import Tax Credits Window


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Company I nformation

Company Information is set up by selecting the Settings Icon, and clicking on the Company Tab.

Complete Company Name, Address, Contact Name, Telephone number and Employer Registered No.These detailsare required by the Revenue Commissioners when submitting returns via the Revenue Online Service (ROS).

There is also a section for information required for the creation of a CSO Survey.

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Rates of Pay

This section sets up the different categories of pay and how they are handled.

DescriptionDescription, appears on the timesheets screen and on the pay slip. The Rate and Rate Type columns work together todetermine how to calculate a particular payment category. If the Rate Type is M (Multiplier), then that payment is the

rate x the employees hourly rate of pay.

Rate and Rate TypeIf the Rate Type is Amount, then that particular payment category is treated as a literal amount e.g. expenses. If RateType is Multiplierthen the employees Basic Pay is multiplied by the value in Amount e.g. normal pay (per hour) wouldbe 9.65 x 1; overtime might be 9.65 x 1.5.

TaxableIs this pay element subject to income tax?.

PRSI ExemptIf the pay element is exempt from PRSI (e.g. Expenses) this is ticked.

USC ExemptIf a pay element is exempt from USC this is ticked.

BIK determines whether or not a particular payment is a BIK element.

CSO TypeA drop-down list is given of all the CSO Types applicable. A CSO Type should be assigned to each pay rate.

The amount of the National Minimum Wage is also maintained on this page. The system is set to 7.65, which is whatwe believe it will be as of January 2011 but should be changed should the National M inimum Wage changed. This isrequired for accurate calculation of data for the CSO Earnings, Hours & Cost of Employment Survey.

Some pay examples for an employee earning 5.25 per hour:

There are some rates of pay already set-up. These can be changed as required and new rates of pay added asrequired. Use the mouse to click on the last row and use the down arrow key to add a new pay rate.

Example rates and the results:

Rate Rate Type Hours Calculation Pay Amount1 M 39 1 x 5.25 x 39 204.75


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1.5 M 10 1.5 x 5.25 x 39 78.751 A 25 NONE 25.00

To add a new description option eg. 'Bonus', click on the last entry, and press the 'down arrow' key on the keyboard. Anew line will appear and you should fill in the relevant details as above.

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Departments

The Departments section simply stores a list of departments, which can be used as cost centres foremployees. Employees can be assigned to any department.

Simply type the name of the department in the "Department Column".

To add a new Department, click on the last entry, and press the 'down arrow' key on the keyboard. A new line will now

appear.

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Other Settings System Settings

Records various information and passwords.On this screen you can:

Change the system password.

Set the Company name as displayed throughout the program.

To enable a Mid-year startup you must tick the box above. See the help section on 'Mid-year Startup' formore information on this option.

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Accounts

Account codes are set up by selecting the Settings Icon, and clicking on the Accounts Tab.

This section is used to present account system information on the "Weekly Tax Summary Report" to aid postingjournal entries to an accounts system.The report looks like:

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Company Settings for PayPath Setup

To use the PayPath facility you must register with your bank for Electronic Funds Transfer (EFT) and/orSEPA.

Please note that if you have previously used EFT and a switching to SEPA a new registration with your bank

for SEPA is required.

There are two formats for PayPath:Standard 18 is the national electronic payments system used only in the Republic of Ireland and is beingphased out.SEPAis a new electronic payments system being implemented in the Single Euro Payments Area and willbe the only option available from February 2014.

To use SEPA ticked 'Use SEPA'

Your bank will provide you with an 'Owner Identifier' for Standard 18 or a 'SEPA Originator Number', uniqueto you, which is necessary for the bank to process the PayPath file you will produce. When all the necessaryinformation is provided you will be able to produce a file with all your payroll information and your bank will

process this file to make the payments to your employees by Credit Transfer.

If you are currently using Standard 18 please see Switching to SEPA

Company Data for SEPASEPA OIN (SEPA Originator Identifier Number)This is provided by your bank when you register for SEPA, sometimes referred to as 'Creditor Identifier'.

File ReferenceEach SEPA file must have a unique File Reference, this enables the bank to check for duplicate files beingsubmitted and is also used when reporting any issues with a transaction.When a file is being submitted the system will append the date and time to this reference.

Company Data for Standard 18Volume Serial Number (Identifier)

There is no set format for 'Volume Serial Number', it can be any six letters or numbers.Spaces are not allowed. All zeroes are not allowed.For convenience this is defaulted to '000001'.


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Volume Identifier is used to distinguish between multiple files submitted on the same day.If you submit more than one file in a day the Volume Identifier should be unique for each file.

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PRSA Schemes

PRSA Schemes

Before you can setup PRSA details for employees you must first setup PRSA Providers and Schemes towhich they will subscribe.

To Add a PRSA Provider click on the Add button. The following screen will appear and details of the PRSAProvider and the Schemes they offer can be entered. Click Save when done.


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The new PRSA schemes will now appear in the 'PRSA Setup' tab in Employee Details.

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Preferences

On this tab you can:1. Select the Default Pay Period you use to aid ease of use.2. Select the language for Payslip heading3. Select the type of Payslip layout4. Set the Default Backup Location

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Email Setup

Setup for each employee

To email a Payslip you must assign an email address and password to each Employee in the Employeescreen on the Bank / email tab. A password must be entered.

Setup for companyTo setup the account to email from select Settings and the 'Email Settings' tab.

On this tab you choose the method of emailing Payslips.

The default message for the email can be specified here and can also be changed when sending payslips .

SMTP Server

Choose this option to send emails directly from you email server.

To use this setting you must specify the name of your server and the 'From' email address.

Emails will be sent directly via the server and a copy may not be made in your 'Sent Items' folder.

We recommend that you specify a BCC (blind copy) email if you require a copy of the emails sent and yourserver does not save a copy of emails sent via SMTP.

If your server requires Authenication you must enter your email User Name and Password.

The 'ISP Defaults' button allows you to select the default smtp server and port for some of the mostcommon ISPs.

Email Client

Choose this option to send the emails via your email program.

Emails will be created one at a time and displayed for Review, click 'Send' on each to send.To skip the display of each email you can select the option 'Send without reviewing each email?'

Depending on your Email Client (Outlook, Eudora etc.) and security settings on your system you may have


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to confirm 'Allow' for each email as it is sent.

A copy will be made in your 'Sent Items' folder in the usual way.

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Mid Year Startup

This feature is used onlywhen starting to use Big Red Book Payroll in the middle of the tax year where it is

impractical to re-process payruns from the start of the tax year. (See the 'Other' tab in Settings).

Employees who have already leftPlease note that data entered here is for setup purposes only. The details are not included in the system forP35, P45 etc reports until as least one payrun has been processed. To include employees who have alreadyleft the information should be entered from their second last pay and then their last pay processed throughthe system.

To set up employees in the middle of the tax year, the following steps should be taken:

1. From you existing Payroll system or Tax Cards get for each employee: Gross Pay Gross Taxable Pay Tax Paid

Employer PRSI Employee PRSI Gross Pay subject to USC USC Paid

PRSI Classes and weeks at each Class LPT start date LPT amount paid

2. Set up the employee as usual, if you have a Tax Certificate File from Revenue you may use this to setupemployees. On the PAYE/PRSI History Tab, enter the totals in the mid year startup section as follows:


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Save the employee details. The employee may then be processed from that point forward as normal, andthe Mid Year figures will be taken into account in calculating Tax and PRSI and USC and will be included inYear End P35 and P60 reports.

It should be noted that once a payrun has been processed for an employee, the mid year startup option will

be disabled for that employee and may not be amended.

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Employee Data

Employee Details

Click on the Employees icon to Add or update Employee records.

It is important that all sections are completed correctly

Particular attention should be paid to:

1. Auto Updatefacility, which can be found on the Main tab of the employee card. This will allow you toautomatically update the timesheets each week.2. All options under PRSI Info. These settings impact PRSI Calculations3. Tax Credits4. Standard Rate Cutoffs for Tax and USC5. Basic Rate. This is the employee's basic rate of pay and should reflect how they are paid. If an employeeis paid hourly, this will be the hourly rate, if paid monthly then this should be the monthly gross pay.6. If an employee starts after January 1st Start Date should be entered, if the employee has worked in the

current year then the PAYE/PRSI History section must be completed.7. If an employee is paid by PayPath the bank account details must be entered in the 'Bank' tab.8.. PRSA Setuptab is where all details relating to PRSA Certificates and Annual data required to calculate

tax exemption allowances for PRSA are entered9. CSO Analysis and Hours Factorshould also be updated. If you are selected to complete and Earnings,

Hours and Employment Costs Survey for the CSO having this data entered correctly make it mucheasier to extract accurate data from your payroll.

Local Property Tax (LPT) is displayed on this screen for convenience only. It is entered in the Deductionstab or updated automatically when a Tax Certificate is imported from Revenue.

The calculator symbol on some fields, such as basic rate, is a pop-up calculator.


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Other information stored in Employee Details

Holidays - Record any holidays takenSick leave - Record details on sick leave for each employeeDisciplinary - This section is used to record any disciplinary action taken against each employeePersonal - personal data such as salary reviews etcTax Certs - Tax Certificates imported from ROS. Tax Certificates can only be viewed.

A number of reports and the facility to create a P45 File for uploading to ROS are available in EmployeeReports

NOTE: When all Employee details have been entered it is highly recommended that you make aBackup of your data files.

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CSO Survey Data

In order to use Payroll data to complete the CSO Earnings, Hours and Employment CostsSurvey (EHECS) there are a number of areas that must be setup to extract useful data for thesurvey.

The areas involved are:1) Rates of Pay - each rate must be assigned a 'CSO Type'2) Employees - each employee must be setup for CSO Analysis

Rates of PayA CSO Type should be assigned to each Rate of Pay.The National Minimum Wage is currently 8.65, if this changes it should updated in 'Rates ofPay'.

There are twelve CSO payment Types available in a drop-down list.The CSO Types are:1. Exclude from CSO returns (e.g. refund of expenses)2. Basic Wages & Salaries (including sick, maternity and holiday pay)

3. Regular Bonuses, Allowances & Commissions (excluding regular shift allowances)4. Regular Shift Allowances5. Irregular Bonuses, Allowances and Commissions (excluding irregular shift allowances)6. Irregular Shift Allowances.7. Overtime8. BIK Company Vehicles9. BIK Health Insurance10. BIK Staff Housing11. BIK Other12. Redundancy payments.

Employee Setup Data1. CSO AnalysisIn the main Employee screen select an Employee Type and EHECS Category for eachemployee.


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2. Hours FactorIn the main Employee screen, enter the 'Hours Factor' of the 'Basic Rate' - this is the numberof hours represented by the amount in 'Basic Rate'. E.g. if the 'Basic Rate' is an hourly ratethe 'Hours Factor' is one, if it's a daily rate the 'Hours Factor' may be 7.5, 8 - whatevernumber of hours are worked per day.

The 'Hours Factor' is used when entering Time Sheets to calculate the number of hoursworked. Number of hours worked can also be entered directly in Time Sheets.

3. National Minimum WagePart of the information required for the EHECS is the number of employees earning theNational Minimum Wage or below. When a Basic Rate and Hours Factor is entered, the systemcalculates the rate per hour. If this rate is at or below the National Minimum Wage the'National Minimum Wage' is ticked. If you are not using the Basic Rate and Hours Factor whenentering payroll data you should tick 'National Minimum Wage' for all employees to which it isapplicable.

4. Auto UpdateThe number of hours has been added to the 'Auto Update' information. If you have setup anHours Factor it will calculate the hours automatically when the no. of units and pay type isentered. It can also be entered directly.

If you have previously setup Auto Update elements you should enter the hours relating tobasic salary/wages. Pay elements that do not relate to hours worked should have hours set tozero.

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Deductions

All deductions including PRSA, Pension, RAC (Retirement Annuity Contracts) and PRD (Pension RelatedDeductions for public sector employees) are entered in the 'Deductions' Tab.

Parking Levydeduction must be entered in the box at the bottom of the screen, as it reported separatelyfor Revenue.

Where an employee contributes to a PRSA the setup details are entered in PRSA Setuptab.

Local Property TaxThe total Local Property Tax is entered or updated automatically when a Revenue P2C file is imported.If a PPSN has not been entered for an employee, Local Property Tax cannot be entered.The amount deducted from pay is displayed and the balance due.Local Property Tax is deducted in equal payments up to the end of the year.

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PRSA Setup

Details of an employee's PRSA are entered in the PRSA Setup Tab.

Please note that the data in the 'Annual Values' panel are only recorded here for the purpose for calculatingthe amount of prsa contribution that will be exempted from tax per payrun.

Tick the 'Active' Box to activate PRSA schemes.

Press PRSA check, to ensure all relevant data has been entered

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Holidays Tab

T hi s s ec ti on i s u se d t o t ra ck h ol id ay s p er e mp lo ye e. B ot h d ay s a nd h ou rs c an b e e nt er ed .

T o a dd a n ew H ol id ay e nt ry c li ck o n t he ' Ad d' b ut to n a nd c om pl et e t he e nt ry s cr ee n. A ll h ol id ay s m us t b e

d es ig na te d P ai d o r U np ai d a nd A nn ua l L ea ve o r B an k H ol id ay .

T o u pd at e a n n um be r o f e mp lo ye es a t o ne t im e c li ck o n ' Mu lt i E mp lo ye e U pd at e' a nd s el ec t t hee m pl o ye es t o u p da t e w i th t h e h o li d ay d e ta i ls .

A n a na ly si s o f h ou rs /d ay s p ai d/ un pa id a nd t ot al s i s d is pl ay ed a t t he b ot to m o f t he s cr ee n, i nc lu di ng a

s u mm a ry o f A n nu a l L ea v e e n ti t le me n t, L e av e T a ke n a n d B a la n ce .

Annual Leave

W he re A nn ua l L ea ve i s k no wn i t c an b e e nt er ed d ir ec tl y i nt o t he S um ma ry pa ne l.

W he re t he re i s n ot f ix ed A nn ua l L ea ve t he re a re t hr ee m et ho ds o f c al cu la ti ng m in im um e nt it le me nt t o

h o li d ay p a y:

1. 4 w or ki ng w ee ks ( 20 d ay s) i n a l ea ve y ea r, w he re 1 ,3 65 h ou rs h av e b ee n w or ke d ( on a w ho le y ea r

basis)

2. o f a w or ki ng w ee k p er c al en da r m on th , i n w hi ch a t l ea st 1 17 h ou rs w er e w or ke d

3. 8 % o f a ct ua l h ou rs w or ke d s ub je ct t o a m ax im um o f 4 w or ki ng w ee ks

8% Rule Calculation

T o c al cu la te d A nn ua l L ea ve e nt it le me nt b as ed o n a ct ua l h ou rs w or ke d c li ck o n " 8% R ul e C al cu la ti on "

b ut to n t o d is pl ay a w in do w s im il ar t o:


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T he H ou rs W or ke d p er P ay me nt R ec or ds i s d is pl ay ed .

E nt er a ny h ou rs w or ke d b ut n ot y et p ai d ( i. e. p ro ce ss ed y et i n p ay ro ll ) a nd a ny o th er a pp li ca bl e h ou rs n ot

r e co r de d e . g. S i ck L e av e, M at e rn i ty L e av e e t c.

T hi s w il l g iv e t he t ot al a pp li ca bl e h ou rs .T he n um be r o f h ou rs p er d ay m us t b e e nt er ed .

C li ck t he ' Ca lc ul at e' b ut to n t o c al cu la te t he n um be r o f d ay s h ol id ay s t he e mp lo ye e i s e nt it le d t o. E xa mp le

:


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C li ck o n ' Up da te H ol id ay s' t o u pd at e t he h ol id ay s s um ma ry p an el w it h t he A nn ua l L ea ve e nt it le me nt .

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Other Leave

This section is used to record leave other than holidays.Each absence must be designated Sick, Maternity or Other and whether Paid or UnPaid.

To add a new line, click the 'Add' button and enter the required details.

An analysis is displayed at the bottom of the screen.

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Bank / email

Bank Account details for PayPath and email details to email payslips are entered here.PayPath Reference is the text that will appear on the employees' bank statement.If left PayPath reference is blank here, the 'Narrative' entered when generating the PayPath

file will appear on the bank statement.

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Personal

This section tracks basic salary information including review dates and other agreements. Informationentered here is used on the Current Employee List report:

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Employee Reports

A number of reports are available from the Reports menu in the Employee screen.

1. USC CertificateThis is a Certificate which is to be given to employees with their P45 when they cease

employment. It is for the employee's own records. It has details of USC paid in this period ofemployment only. It should be issued with the P45 even if no USC has been paid.

2. P45 - Current employeeThis is a proforma of the P45. It can only be printed when an employee has been designatedas ceased in the 'P45 Info' tab and a date of leaving entered.The details in this report should be entered on a pre-printed P45 Form and given to theemployee when they cease employment.

3. Create ROS P45 FileA file can be generate for employee who have left. Select the Leaving Dates to include in thefile, review the employees who have left between those dates to ensure the submission iscorrect. Generate the file for upload to ROS.

3. Current Employee ListA listing of all current employees.

4. PP S Nos. Missing or DuplicateThis is a report of all employees with no PPS Numbers entered or where the same PPS No. hasbeen entered for more than one employee.

5. Ceased Employee ReportA listing of all employees who have left in the current year.

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Payroll Processing

Timesheet Entry

Click on the Timesheets Icon to begin entering payroll information. The Tax Week/Month dialog isdisplayed. Choose the payroll date by typing the date in the box or click on the small calendar button todisplay a calendar. Use the tab key to move to the Wage Interval box and choose the wage interval youwish to enter (Weekly, fortnightly etc).

At this point the Tax week/month to be entered will be displayed in the left-hand box and the TaxWeek/Month that payroll was last processed will be displayed on the right-hand box.

Click on OK to continue. This will display the main Time Sheets screen.

All current employees for the type of payroll chosen on the previous screen are listed, in this case weekly.If you have setup 'Auto Update' payments for employees you can click on the Auto Update button

to update the Time Sheets.

To make changes or enter data for individual employees, select the employee required on the list then clickon the description box and choose a payment type Rates of Pay. Use the tab key to move to the unitscolumn and enter the number of units e.g. 1 Salary or 39 Hours.

Hours and CSO Type should also be entered, this is not required but is important if you need to completethe Earning Hours and Cost of Employment Survey. If you have setup 'Hours Factor' and assigned CSOType to Rates of Pay this data will automatically display.

Press the tab key again and the program will calculate the gross pay.

Press the Insert Key to enter another pay category for this employee or press CTRL+N to enter pay detailsfor another employee. Continue until all employees have been completed. Alternatively you can use thenew Auto Update feature, this will update the timesheet based on the details you have entered in the AutoUpdate section on the Employee Details main tab.

NOTE:To Clear payments for an employee, select the Employee name and click on the Clear PaymentsButton


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Net To Gross Facility: Net Pay Entered

When this box is ticked, the amounts entered on the timesheet for that particular employee aredeemed to be Net (ie after Tax, PRSI etc. have been deducted). When this option is ticked thegross is calculated so that the net amount arrived at, this happens when the timesheets areProcessed.

Holiday Pay Facility :

If an employee is on holidays for more than one payrun, tick the Holiday Pay Included Tickbox,

and enter the number of weeks holidays in the box shown. This will allocate tax credits and PRSIweeks for the holiday weeks, and the employee will not be processed for the holiday weeks set.This feature allows for the processing of pay for employees going on holidays in one week, ratherthan processing future payruns for each week of holidays.

Social Welfare PaymentsThe total amount of Social Welfare Payments (e.g. Illness Benefit) included in a pay run is shownin the Social Welfare Payments panel. To enter or change Social Welfare Payments click on theDetails... button

You can then enter Taxable and Non-taxable Illness Benefit to be processed and indicatewhether or not employee keeps the cheque for the benefit from social welfare.

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Process pay

IMPORTANTMake sure that all pay information is up to date and entered for all employees in the category beingupdated. It is highly advisable that a backup is performed prior to processing.

Click on the Process icon to begin the processing pay. You will be prompted to Backup your data. Click Yesto run the Backup facility, Cancel if you have already done so.

The Tax week/month dialog is then displayed.Choose the payroll date by typing the date in the box.Alternatively, click on the small calendar button to display a calendar. Use the tab key to move to the WageInterval box and choose the wage interval you wish to enter (weekly, fortnightly etc).Tip: Set the defaultwage interval in Settings / Preferences.

At this point the Tax week/month to be entered will be displayed in the left-hand box and the Taxweek/month that the payroll was last processed will be displayed on the right-hand box. Click on OK tocontinue. This will display the Process Pay screen.

A list of employees whose pay period matches the one chosen is displayed.

To process the pay for these employees, click on Calculate Pay.

If it is the last pay period of the year i.e. Week 52, Month 12 or Fortnight 26 you will be given the option ofcalculating and making USC Refunds for employees who have been employed for the full year.

When this process completes, the Gross pay, Net pay, PAYE and PRSI information will be displayed for thecurrent period and year to date. Click on an employee name in the left hand column to view details for thatemployee.


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Payslips

Payslips

When you click on the Payslips Icon you will be presented with the choice of printing or emailing payslips.

Your last choice will be automatically selected

Choose PrintorEmailand click on Continue

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Print P ayslips

Choose the pay date and the pay interval. All employees with pay processed for that Wage Interval and payperiod will be displayed and selected for printing. If you wish to exclude employees who are receivingpayslips by email click on 'Select All non-email'.

Click on Print to display the payslips on-screen.


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Click on the printer icon to print the payslips.

Please Note: 'Actual Pay' is nett pay less deductions other than pension, tax, prsi etc..

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Email Payslips

Choose the pay date and the pay interval. A list will be displayed of all employees with a Payslip for thatperiod who have been setup for email.

See Email Setupfor email method and settings.

You can click on 'Select All' to select email Payslips to all employees.

To add a message to the email enter text in 'Message Body'.

Payslips are output in .pdf format. This is a widely used format for documents and can be read using AdobleAcrobat Reader.

Each employee has their own email password which will be required to open the file.

If you wish to view the files that will be generated and emailed you can click on 'Create Pdfs only'. This willcreate the files in a folder called 'Output' in the folder that contains the Big Red Book Payroll (e.g.C:\Program Files\Big Red Book Payroll\Output)

The Payslip files are called 'Payslip_Empno .pdf

e.g. for employee no. 3, payslip dated 31st Oct 2009:

Click on 'Send emails' button to send there selected Payslips

Default Client


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If you are using the 'Default email client' to email payslips the screen will appear as above. The email withthe Payslip attached will be created in your email program, you will have to click on 'Send' for eachemployee.

SMTP Server

To send directly via your SMTP server you must first set up the Server Name in Settings/Email Setup, youmust also specify a 'From' email address.

If your server requires authentication to send emails you must also enter the User Name and Password tologin.

Using this method the emails will be sent without any further intervention on the part of the user but a copymay not be made in the 'Sent Items' folder.

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PayPath

Std 18 PayPath File

Choose 'Create PayPath File (Std 18)' from the Reports menu, this option will not appear if 'Use SEPA' has beenselected in Settings / PayPath.

You then select the Payment Interval to generate the PayPath file for - Weekly, Fortnightly or Monthly.

A list is then presented with all employees of the selected payroll interval with the 'PayPath' (Direct Debit inearlier versions) method of payment and who have a payment processed in the latest payroll run.

To be included in the PayPath file an employee must have:

1. Payment due

2. Bank account name

3. Bank sort code

4. Bank account number

You cannot select an employee for inclusion if any of this information is missing.

To remove an employee from the payment file click on the check-box next to their name to unselect them.

A total for the PayPath transaction is displayed at the bottom of the screen.

When satisfied that all employees are included press the Nextbutton.

The company's bank account details are displayed. If any details are missing you must cancel and enter thedetails in Settings / PayPath.


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Volume Serial Number (Identifier)Volume Identifier is used to distinguish between multiple files submitted on the same day.If you submit more than one file in a day the Volume Identifier should be unique for each file.

Payment DateEnter/select the payment date

NarrativeOptional narrative for the bank.

Bank File NameThe name of the file to be generated defaults to Bankfl.emt, you may change this.

Bank File LocationType in or select the location to save the newly created bank file. It is important to remember where youhave saved the file.

Click on Finishto generate the file.

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SEPA PayPath File

Choose 'Create SEPA PayPath File' from the Reports menu, this option will not appear if 'Use SEPA' has not beenselected in Settings / PayPath.

You then select the Payment Interval to generate the PayPath file for - Weekly, Fortnightly or Monthly.

A list is then presented with all employees of the selected payroll interval with the 'PayPath' (Direct Debit inearlier versions) method of payment and who have a payment processed in the latest payroll run.

To be included in the PayPath file an employee must have:

1. Payment due

2. Bank account name

3. BIC

4. IBAN

You cannot select an employee for inclusion if any of this information is missing.

To remove an employee from the payment file click on the check-box next to their name to unselect them.

A total for the PayPath transaction is displayed at the bottom of the screen.

When satisfied that all employees are included press the Nextbutton.

The company's bank account details are displayed. If any details are missing you must cancel and enter thedetails in Settings / PayPath.


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File ReferenceThis must be unique for this file. The first 21 characters can be specified in Settings / PayPath - the dateand time is appended to ensure it is unique.

Debit DateThis is the 'Requested Execution Date' and is the date you are requesting the bank to debit your account,

payments will be credited to the employees accounts on the following day.Please note that this is a change from the National Standard 18 system which debit and credited the bankaccounts on the same day.

NarrativeEnter the Narrative, this will appear on the employee's bank statement, unless a PayPath Reference hasbeen entered with the employee's bank details.

SEPA File NameThis is the name of the file to be submitted to the bank.It must contain the words 'PAIN001', it will default to 'PAIN001' plus the date and time separated byunderscores.

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Reports

The last step in processing payroll is to print the relevant reports for the payroll processed. Reports onlymake sense if all of the payroll for the date has been processed ie weekly, fortnightly and monthly.

The reports are:

1. Weekly Tax Summary This summarizes the payroll for the tax week selected

2. Tax Deduction Card - This provides a tax card report for each employee

3. Payroll information This report Lists pay and bank information for each employee and can be faxed toyour bank for direct pay or used to prepare payments.

4. Deductions Reports -By Employee - This provides a breakdown of deductions per employee.

By Type - This provides a breakdown of deductions by type.

5. Cash Analysis Report - This is a coinage report for employers paying by cash.

6. Department Report - Shows the costing per employee for each department.

7. Holidays Report - Shows the holidays recorded on employee details holiday tab for each employee.

8. PRSA Reports - Providers details, Providers Summary, PRSA Statement and PRSA Summary. Thesereports give details of the PRSA contributions for employees.

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Employees Leaving

Ceasing an Employee

When an employee leaves and their final pay has been processed they are designated as 'Ceased'.

In the Employee Details screen select the 'P45 Info' tab. Click on 'Edit P45 Info' to edit the details. Click on'Employment Ceased' to mark the employee as ceased and enter the employees Finish Date.

P45When an employee is marked Ceased a P45 Proforma can be printed. The details are entered manually onthe P45 Form supplied by Revenue.

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ROS P45 File

Data for ceased employees can be submitted to ROS (Revenue Online Service).

To create a P45 File to submit to ROS:1. In the Employee screen select 'Create ROS P45 File' in the Reports menu.

2. Enter the range of cessation dates to include in the submission.

3. Click OK to display a screen with a list of employees whose Finish/Cessation dates fallwithin the range


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4. Select the employees to include. You can click on the 'Select All' button to select all the employees. Thenumber of employees selected is shown as the bottom of the window.

5. Click on 'Next' or 'Company Details' to display the company details and submission screen.


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6. Ensure that Employer Details are correct. Information that must be entered is marked with an asterisk (*).If changes are made click on 'Save Changes'.

7. If you will to change the location where the ROS file will be created click on the small folder icon of theFile Location and select the desired location.

8. Click on Create to generate the ROS P45 File.

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Payments after P45 issued

Payments made to former employees are processed separately.

The employee is generally allocated the tax credits and cutoffs applicable at the time of

leaving, as if the payment was being made at that time.

To enter a time sheet for a Ceased Employee, in time-sheets - choose 'Select' from the topmenu and select 'Ceased', the list of current employees will be replaced by a list of ceasedemployees.

Similarly, in payroll processing - select 'Ceased' from the 'Select' menu option to see CeasedEmployees and process pay for them.

Amounts paid to a Ceased employee are returned to Revenue as a Supplementary P45.

A Supplementary P45 is also issued to the former employee.

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P30 Return

Monthly / Quarterly P30 Return

To generate a P30 Return from the top menu select Reportsand then Monthly P30or Quarterly P30.

Select the Quarter or Month required.

The P30 Return should be generated only after all payruns for the month or quarter have been processed.

Calculations for the P30 are done when the P30 Report is printed or the ROS P30 file created.

Payruns included in the P30 are based on the date of the payrun.

We recommend that you always initially choose DisplaytoPrint the P30 Reportand carefully review all thedetails before submitting your P30 Return.

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Print P30 Report

The P30 Report gives details of all employees included in the Return.

The summary section gives the total PAYE, USC and Parking Levywhich is returned in the PAYE sectionof the P30; the total PRSIis returned in the PRSI sectionof the P30

The Summary Section also gives the dates of the last week/fortnight/month payrun and the no. of payruns.Care should be taken that all payruns in a given month or quarter have been processed before generatingthe P30 Return.

If a month or quarter has been skipped this will be be noted in the Summary Section.. The year-to-datetotals will be incorrect if a P30 has not been generated for an earlier month or quarter.

Please note that from 2011 employers contribution to PRSAs are included in 'Gross Pay', where thiscontribution is non-taxable it is also included in 'Non Taxable Deductions'.

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Create ROS P30 File

To generate a ROS P30 File select 'Create ROS P30 File' in Reports / Monthly P30 orReports / Quarterly P30as appropriate.

Before proceeding with this option we highly recommend that you first print the P30 Reportand review it to ensure that all data for the period being submitted is included and that thePAYE and PRSI Totals are correct.

Total P AY E and PRSIThe total PAYE Total and PRSI Total for the month/quarter being returned are displayed. TotalPAYE is the total of PAYE, USC and Parking Levy.

Employer DetailsEnsure that all Employer Details are provided and are correct.

Return TypeIf not an Original Return select Supplementary.

ROS File NameThe file name is the Employer Registered Number with a .P30 extension. This should not bechanged.

File LocationThe Location to save the ROS File is displayed. The location is can be changed in by clickingon the browse button and selecting the required location.

The default location can be changed in Settings / Preferences


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When satisfied that all the data is correct click on 'Create' to generate the ROS File.

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CSO EHECS Return

Overview of CSO Data

D at a r eq ui re d i n B ig R ed B oo k P ay ro ll t o f ac il it at e c om pl et in g t he C SO E ar ni ng s, H ou rs a nd C os t o f

E m p lo y me n t S u r ve y :

1. In Settings/Company en te r C SO D ec la ra ti on d at a

2. In S et ti ng s / Ra te s o f P ay as si gn a CS O T ype t o e ac h P ay E le me nt

3 . I n E mp lo ye e s cr ee n e nt er C S O A n al y si s fo r e ac h E mp lo ye e

4 . W he re t he Ba si c R at e i s u se d e nt er t he r el ev an t Ho ur s F ac to r

5 . T ic k t he N at io na l M in im um W ag e b ox b el ow Ba si c R at e i f t he e mp lo ye e s h ou rl y p ay i s a t o r b el ow

t h e N a ti o na l M i ni m um W a ge .

6 . W he re Au to U pd at e i s u se d e nt er t he n o. o f h ou rs f or e ac h p ay e le me nt

7 . W he n e nt er in g T im eS he et s e ns ur e t ha t t he n um be r o f h ou rs i s e nt er ed w he re a pp li ca bl e a nd t ha t e ac h

P ay E le me nt i s a ss ig ne d a C SO T yp e ( e. g. B as ic S al ar y/ Wa ge , O ve rt im e, S hi ft A ll ow an ce e tc .)

8 . R ec or d H ol id ay s i n t he E m p lo y e e/ H o l id a y s tab.

9 . R ec or d P ai d a nd U np ai d L ea ve f or S ic k L ea ve , M at er ni ty a nd O th er L ea ve i n t he E mp lo ye e / O th er

L e av e t a b.

1 0 . S e le c t R e p or t s / CS O E H E CS to c al cu la te t he S ur ve y d at a f ro m t he p ay ro ll r ec or ds , e nt er o th er d at a

r eq ui re d f or t he s ur ve y a nd g en er at e a f il e t o r et ur n t o t he C SO .

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CSO Declaration Data

In Setting / Company Information enter the CBR No., the phone no. for the person signing theCSO Declaration and the email address for CSO enquiries.

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Collate Survey Data

Select Reports/ CSO EHECS.

The screen displayed will initially not display any data.

At the left-hand side you select the Quarter and Year for the Survey. Click on 'Calculate' to calculate thedata from the payroll data.

The data is laid out to be similar to the printed survey form. Review each tab for accuracy and to enter thedata which has to be entered manually.

There is a lot of data to report on and the accuracy of what is reported will depend on what has beenentered. For instance the tab 'Hours Paid not Worked' is entirely calculated from the information entered inthe Holidaysand Other Leavetabs in the Employee screen.

To Save the on screen data click on the Save button. You will be prompted to save the file in the currentPayroll data folder to a filename 'Qtr' + + e.g. 'Qtr1_2009.xml'. This file can be re-loadedlater to continue working on your return.


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Create Return File

Select Reports/ CSO EHECS.

In the Summary tab enter any comments and the Declaration Information required. You must

also select whether it is an 'Original' or 'Amended' return.

The EH&ECS File cannot be generated if any errors or ommissions are found in the data.

Press the 'Check Data' button to verify the data. If any errors or omissions are found a errormessage will be displayed.

Press 'OK' on the warning message to display a list of the errors and/or omissions found.

All the errors/omissions found will have to be corrected before the EHECS File can be createdto return to the CSO.

When the data successfully passes the validation click on 'Create CSO File' to create the

EHECS File.


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Locate and click on the correct location eg. (A:\ Drive , Removable Disk, Desktop)

Press Open

Click on 'Start Backup' to backup the company files.

A backup set is created in the location specified. The name of the backup set will depend on the company

number, the payroll year and the current date and time on your systems. (Previously backups werenumbered sequentially) e.g. a backup from company 005 made on January 23rd 2009 at 16:34:19 will becalled BRP005_09_23012009163419.zip

Restore

To restore previously backed up payroll files:

Insert the media containing the backup in the appropriate drive. eg. (A:\ Drive, USB Memory Stick)

Select File/Restore.

Browse to the location of the backup

Select the backup file you wish to restore e.g. BRP005_09_23012009163419.zip

Click on "Start Restore".


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Re-I ndex Files

Re-I ndex Files

The Reindex Company Files option is on Utilities menu. Computer file indices are used by computer

programs as an aid in finding information quickly. Periodic reindexing helps prevent corruption of these files.This is done automatically every time you backup a company's data so you generally will not need to usethis option, unless requested to do so by our support team.

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Rollback

The rollback is a very useful feature that allows the deletion of payruns for an employee where mistakeshave been made in processing. All files in the system are updated to reflect the fact that weeks (or months)have been deleted.

It is highly recommended that a backup of company data is taken before this action is carried out, as datadeleted using this option cannot be recovered, other than by re-processing.

To Rollback payruns for an employee, select the Utilities - Rollback menu.The following screen appears :

On the left hand table, select the employee for whom a rollback is required. On the right hand table, selectthe week (Or Month) to which this employee should be rolled back to. Note that all payruns from this pointforward in the file will be deleted. Click on the Rollback Button. The following confirmation dialogue box willappear:

Click on Yes to proceed with the Rollback, or click on cancel to complete the operation. A confirmationmessage appears confirming the operation.


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NB. You can only rollback one employee at a time.

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Year End

P35 Return

Completing a P35 returnA P35 Return must be made via ROS (Revenue Online Service) or manually.

P35 Proforma ReportBefore generating the P35 file to return to the Revenue we advise you print-out and review the P35 Proforma Report.

This report will high-light any missing data such as PPS No.

It will also alert you when employees records have been merged to one record for the P35 return.This occurs when the PPS No. is the same on more than one employee record. These should be checked carefully. Itgenerally occurs when an employee has left and then re-joined the company in the year but can also occur if the wrongPPS No. has been entered for an employee..

Making a P35 Return via ROSTo generate the file: from the File menu, choose 'Year End' then ' Create ROS P35 File' .

Company Name, Address, Contact Name, Telephone No. and Employer Registered Number must ben entered. If any

of this data is missing the file cannot be created and the will be greyed out.If and change is made to these details, you must click on the 'Save Changes' button to apply the changes.

There are two types of P35 file which can be generated, an Original and an Amended return.

When you first make a return it will be and Original Return and will include all the relevant information for all youremployees. When your return is accept via ROS you will receive a confirmation.


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If, after you have successfully submitted your P35 file to ROS, you need to send another return because informationwas incorrect or missing from the first one you select 'Amended' Return Type. When you select this option you thenclick on 'Select Amended' button to select the employees to include in the Amended Return. Each employee toinclude is ticked as either 'Amended' , meaning they were on the original return but their data has changed or'Supplementary', meaning they were not included in the original return.

Tick the ' Week 53' box if you have had 53 weeks in your payroll. Select either English or Gaeilge as appropriate.

Click the Create button to generate the file. A message will be displayed that the file has been successfully created.The file created can now be submitted via ROS.

More than one company?If you have more than one payroll company with the same Employer Registered Number the P35 information from thedifferent companies can be consolidated into one file for submission to ROS. See Consolidated P35s.

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Printing P60s

The Revenue Commissioners have specified two P60 Forms one in English and one in Irish.

It is designed to print to single A4 sheets.

Employees are given at least one copy of the P60.

When you select P60 Forms from the Reports menu you are presented with a list of all current employees,all selected for printing.

You can Select All and Unselect All. In this way it is possible to select which P60s you wish to print.

You must also indicate on this screen if you are operating a 53 week tax year.

We recommend that you initially view or print the P60s as Proforma.

To print the forms click on P60 Forms.

You will then choose to paper type and language.


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Medical I nsurance Benefit-in-K ind

When an Employer pays Medical Insurance for employees the Gross Amount of the Medical Insurance is ataxable Benefit-in-Kind.

Medical Insurance Benefit in Kind for each employee must now be included in the P35 Return.

To facilitate this requirement a Rate of Pay for Medical Insurance Benefit-in-Kind must now also bemarked as being for Medical Insurance.

The amount to be returned on the P35 should also include amounts paid by the employee.

The Medical Insurance BIK will be calculated by the system. A facility to add amounts paid by employee isprovided in Reports/ Year-End/ P35 Return/ Medical Insurance BIK.

The Revenue Specification for the P35 Benefit-in-Kind Medical Insurance is:

Amount of medical insurance included as notional pay for this employee during the year plus anyamounts reimbursed by the employee to the employer in respect of this payment.

M ed i ca l I n su r an c e R e li e f I n fo r ma t io n f o r E m pl o ye e s:

www.revenue.ie/en/tax/it/leaflets/changes-medical-insurance-relief-info-for-employees.pdf

M ed i ca l I n su r an c e R e li e f I n fo r ma t io n f o r E m pl o ye r s:

www.revenue.ie/en/tax/it/leaflets/changes-medical-insurance-relief-info-for-employers.pdf

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Consolidated P35s

To consolidate P35s Returns for submission you must in each company:

1) Review the P35 ProForma Report

2) Make any corrections necessary

3) Generate the ROS P35 File.

With all the companies closed from the top menu select File / Consolidate P35s

To select the companies to consolidate enter the Employer No. and click on 'Display Companies'. All thecompanies with this Employer Number and from which a ROS P35 file have been generated will bedisplayed.

Tick the 'Select' box to select companies to consolidate.

Click on 'Consolidate Selected P35 Returns' to create a consolidated dataset. We recommend that you thenprint the P35 ProForma for the consolidated file and review it to ensure that all details are correct. Inparticular employees that are employed in more than one company will have their details consoldiated intoone record. The ProForma Report should be reviewed carefully to ensure that PPS Nos. are correct and'merged' records are for the same employee.

When ready to generate and submit the file to ROS click on 'Create ROS P35 File'.

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Index

- E -Email Setup 27Employee Reports 44

- G -Generating BIC and IBAN 7

- P -Payments after P45 issued 64

- R -Restarting an employee 63

- S -Std 18 PayPath File 54

- C -Create ROS P30 File 67

- P -Print P30 Report 66

- B -Budget 2014 9

- P -Payslips 49

- E -Email Payslips 52


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- N -New to Payroll? 11

- C -CSO Survey Data 33

- S -SEPA PayPath File 56

- B -Bank / email 41

- U -Universal Social Charge 10

- S -Switching to SEPA 6

- R -ROS P45 File 60

- C -CSO Declaration Data 70Collate Survey Data 71Create Return File 73

- O -Overview of CSO Data 69

- C -Consolidated P35s 86Ceasing an Employee 59

- A -Accounts 21


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- P -Personal 43

- B -Backup and Restore 75Bank File

- C -Company information 16Completing a P35 return 81Contact Big Red Book 4

- D -Departments 19Disciplinary action 42

- E -Employee Details 31

- H -Holidays 37

- I -Import 2013 Data 12Importing Tax CreditsImporting Tax information from Revenue File

- L -Last Year

- M -Medical Insurance Benefit-in-Kind 85Mid Year Startup 29Monthly / Quarterly P30 Return 65

- O -Other Leave 40Other Settings 20


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- P -P60 Forms 83P60 ProForma 83PayPath 22Print Payslips 50

Preferences 26Process pay 47PRSA 24PRSA Setup 36

- R -Rates of Pay 17Re-Index Files 78Reports 58Rollback 79ROS File 14

- S -Sick Leave 40

- T -Tax Credits 14Timesheet Entry 45

Date post:	02-Jun-2018
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BRB Payroll Manual 2014

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