Some clients are anxious to process the current payroll using Belina PayrollHR first and then go back, afterwards, entering history information.   This can be done as long as the current period tax calculations are set to PAYE.  This is done using the 'Tax Method Convert' menu option.

FDS tax calculations require full history information to correctly calculate PAYE.  Once history has been entered the payroll can be converted to using FDS using the same 'Tax Method Convert' option given in the link above.

Step 1 - Move to the current period ready for processing

Do as many period ends as necessary, or skip, to the current period required for processing

Step 2 - Process the current, live period

For details on processing see our Overview section under 'Processing First Period, below.

Step 3 - Capturing History Information

History data can be entered one transaction at a time or summarized and entered as totals.

Generally, it is best to process all the transactions that occurred for that employee that period before moving to the next employee.  If ALL the transactions, including the Net Pay, are entered the journal should balance.  The Aids Levy should be entered separately to the PAYE amount, some payrolls do not separate these values but in Belina PayrollHR they should be entered separately.

Once the values have been entered check that the journal balances and that the totals are correct.  This is a good way of checking that the history has been correctly captured.

Step 9 - Convert the payroll to FDS

It is only when all the history data has been captured that the payroll can be converted to FDS.