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Sage ERP Accpac – Payroll Updates Simplified

  

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Does the term ‘payroll tax update’ strike fear into your heart?  Do you have nightmares about changes in taxes, software, and employee settings?  Relax….!  We’ve got it all simplified for you in these easy to follow steps and answers to the most commonly asked questions. 

1)      What files do I need?  You will need one of these files, depending on which version of Sage ERP Accpac you are using:

1. SAECT55I.exe (Version 5.5 )
2. SAECT56E.exe (Version 5.6)
3. SAECT60C.exe (Version 6.0)

You can determine which version you are using by opening your Accpac and clicking on Help / System Information.  Your version information is listed here.  You can also find your Shared Data Directory location on this screen.  Make note of it so that you can save & extract your update files there.  Also make note of your Program Directory, as we will need this later.

You can get the file(s) from the Sage Customer Portal or or if you can't get it from there please contact us for assistance at 604-420-1099 or email help@plus.ca.

Download & then extract the zip file onto your server, in your shared data directory, so the file is accessible for all workstations. 

2)      Where do payroll updates need to be installed? 

Best – on every workstation and / or server where the program Sage ERP Accpac is installed. 
Minimum – on every workstation and / or server where users need access to the payroll module. 

3)      When should payroll updates be installed?
After Dec 2011 payrolls have been completed
Before any Jan 2012 payrolls have been run
Before printing any T4’s for 2011

4)      Install the update Logon to the workstation (or server) as the administrator or as a user with administrator privileges. 

• Ensure the Accpac program is closed
• Browse to the location of the payroll update files and click on the appropriate exe file for your version.  This will launch the install.
• Follow the prompts, agree to the license terms, and accept the defaults until the install is finished.
• Run the regacc utility to ensure your users (with non-administrator privileges) do not encounter any permission errors when using the program.  The regacc.exe file is located in your Program Directory (see step 1 above) in the Runtime folder.  Double click on regacc.exe and the process will begin.  When it is complete, it will tell you that a log file has been generated. 

5)      Activate the Update

• Ensure all users are out of Accpac
• Login as the ADMIN user
• Go to Administrative Services / Data Activation
• Select the Cdn PR Tax Update January 1, 2012 and click Activate or Next / Activate (depending on your version).
• When the activation is complete you will receive a message regarding payroll tax changes and that adjustments to employee records may be required.

6)      Update the TD1 Basic Exemption amounts for your employees

• If you only have a few employees, you can do this process manually one at a time.  Go to Payroll Employees / Employees.  Open an employee file and go to the Taxes tab.  Highlight BCITAX and click on Tax Info at the bottom of the screen.  Update the line ‘TD1 – Total Tax Credit’ with the new 2012 value.  Do the same for INCTAX. 
• If you have many employees, you may want to update them all at once by going to Payroll Employees / Update TD1 Claim. 

                      i.      Select the tax BCITAX, Update by Employee Number, set your range of employees, and update the Cost of Living Factor to the current rate.  Update.   This process will look for all the employees in the designated range that have the tax BCITAX assigned to them.  It will take the existing value in the ‘TD1 – Total Tax Credit’ and multiply it by the factor specified. 

                      ii.      When completed, print the Update TD1 Claim Audit Report.   This will show you the old rates, and the new updated rates.  Review the report and note any employees which may require verification or manual adjustment. 

                      iii.      Repeat this process for INCTAX.

Here are the 2011 and the new 2012 Basic Personal Amounts for BCITAX (provincial) and INCTAX (federal) and the Cost of Living or Indexing factors as well.

 
7)      Am I done now?  Almost!

• You will need to ‘re-do’ step 4) for every workstation and / or server where you want the payroll update installed. 
• If you have more than one company that uses the Payroll module, repeat steps 5) and 6) for each of them.

THAT’S IT.

If you want some assistance with the above process or if you have other questions, or require clarification – give Plus Computer Solutions a call at 604-420-1099 or email help@plus.ca
We’ll be happy to assist you.