Getting started with Payroll

With Payroll, you can quickly calculate how much to pay your employees and submit your information to Revenue. To help you get off to the best start, we’ve put together this video and guide.

Before you start

If you’re a new employer, you should apply to become a ROS customer with Revenue so you can make online submissions via the Revenue On-line Service (ROS).

Revenue then issues you with your personal ROS access number which enables you to progress with your application.

Set up Payroll

When you first sign in, a welcome message appears with options to set up your company and payroll information. You should choose one of the following options depending on whether you’re entering existing payroll data, or starting a new company.

Migrate payroll data

If you’re transferring from a manual system, or another payroll system part-way through a current tax year, use the Migrate Payroll Data option. To ensure your calculations are correct, you can use this option to:

  • Confirm your company’s P30 reporting details.
  • Specify when and how often you pay your employees.
  • Enter your employees’ year to date values.

New Company

If you’re transferring at the beginning of a tax year, or if you’re a new employer and haven’t yet paid your employees, use the New Company option. A new blank payroll company is created ready for you to enter your details.

You use this option to:

Enter your payroll settings

Before you start to process your employees’ pay, you must enter your company’s Revenue filing details.

  • 1. Go to Settings, then click Payroll Settings.
  • 2. Enter the following information:
Employer registration number Enter your company’s tax registration number.
Revenue reporting frequency Choose whether you pay ROS monthly or quarterly, as appropriate.
Revenue payment method Choose whether you pay ROS by cheque or bank transfer.
  • 3. Click Save.

If you want to, you can further customise your payroll using the following options in the Settings window:

Calendar Settings If you chose to setup a blank company and haven’t already done so enter details of when you want to pay your employees and set up your default pay days You can also view the pay calendar.
Payment & Deduction Settings You can use this option to create regular payments and deductions. For example, basic pay, overtime, pension.
Finance Integration Settings If you also subscribe to Accounting or Sage One Cashbook or Accounts, to save you time when you pay your employees, their salary information automatically posts to your accounts.

Note: If you use Accounting, you need to set up your Payroll Integration Settings instead.

Once you’ve entered your company and employee details and payroll settings, you’re ready to process your first pay run.

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