When processing a pay run, you may need to adjust taxes or other expense types if:
The tax or expense options selected for an employee were incorrect
An employee provided you with incorrect information
The tax or expenses taken before you converted to Sage Payroll were incorrect
A taxable benefit was not added for an employee. For example, a car allowance
Before you complete the last pay run of a tax year, run the PIER report to check for any discrepancies, for example, over or under deductions of
Canada Pension Plan (CPP)
Québec Pension Plan (QPP)
Employment Insurance (EI)
For more information about the reporting options, read our Reports in Payroll article
How to adjust tax and other expense amounts in a current pay run
To edit one or more of the tax and other expenses amounts:
Select Pay Runs, then Process Pay Run.
Select the employee whose amounts you need to adjust.
Select the Pay Run values tab.
Select the Edit taxes and other expense amounts check box.
A prompt explains how this affects the calculated amounts.
📌TIP: If you have entered amounts for Earnings, Benefits and allowances or Deductions, Sage Payroll has calculated the taxes and other expenses for you.
5. Scroll down to tax and other expenses.
6. Enter the new amount into the Edit this amount field.
An Amount edited indicator appears next to an amount you've changed.
7. Select Save and continue.
A Summary of your changes window shows:
The name of tax or other expense amounts you changed
The original auto-calculated amount
The new amount you have entered
8. To make further changes, select Cancel, or to proceed with these changes, select Confirm.
You are returned to step 1 of the pay run.
Repeat these steps if you need to change the values of other employees.
9. To complete the pay run, select Review and Submit.
Reports that display adjusted tax and other expense amounts
Adjustments to taxes and other expenses will result in the adjusted amounts appearing on your reports.
For more information about the reporting options, read our Reports in Payroll article.
Revert a completed pay run
To change a completed pay run, use the revert option.
This is ideal if you made a mistake in a pay run or have missed something in a previous pay run but haven't paid employees or distributed pay statements yet.
To revert a completed pay run, read our Correct a pay run article