How we can help
At TSG we understand this becomes one of your most important and busiest periods of the year – that's why we have Pegasus experts on hand to help you run your payroll year end accurately and efficiently, and without too much disruption to your business.
If you require assistance, our experts can help you to;
Carry out the payroll year end procedure, ensuring all appropriate checks are carried out
Identify and correct any errors prior to Payroll Year End processing
Understand the different statutory forms and when they need to be submitted
Understand the process for electronic submission of P14 and P35 forms
Get ready for processing payroll in the new tax year
Pegasus has now released the following payroll versions:
- Opera 3 V2.50
- Opera II V7.70
- OFM V4.01.00
- Pegasus Web Xchange V2.00.20
If you are planning to carry out your own upgrade then the release specific to your site can be downloaded from the Download Centre. Please note that no disks will be sent out this year. If you have already requested a login for the Download Centre for the OFM upgrade please note that you can use the same login to access your payroll release now.
If you do not yet have a Download Centre login then please email firstname.lastname@example.org stating your company name, license number, contact name and the email address to be registered. You will be sent an email from Pegasus to allow you to confirm your registration and allow you to login to the site where you can download the software
Please note that this email will come from email@example.com and might be caught in your junk mail or spam filter, so be sure to check for that. Also, please note that the Online Filing Manager will need to be upgraded again at the point where you upgrade your main software – OFM will need to be on version 4.01.00 once the payroll upgrade is on. That is also available in the Download Centre and does not require a new activation. If in doubt as to any other pieces of software within your Opera system, e.g. bespoke or any third-party software then please call or email into support for advice. Please note that assistance with self-upgrades is not covered by your support contract and would be chargeable.
You will need a new activation for your upgrade, please email firstname.lastname@example.org stating your company name and license number and your activation will be sent to you.
There is a lot of information available in the Pegasus Information Centre.
That includes the checklist for carrying out your Year End, as well as instructions on how to carry out your upgrade in the Checklist Guide. Please ensure your systems meet the software requirements for the update.
Those of you who have already booked a consultant to come to your site to carry out your upgrade for you can ignore all the above; we will do all of it for you! If you would like to book an on-site visit then please let us know.
Pegasus is supported on Windows 7 and above including Windows 10 (home editions not supported), also supported on server 2008 R2 to 2012 (Server 2016 is supported on Opera 3 only)
NOTE: Windows XP and servers 2003/2008/SQL 2005 are no longer supported. Please speak to TSG to find out more.
Opera 3 - V2.50
Opera II - V7.70
*Last Opera II Payroll Upgrade issued*
Online Filing Manager - V4
Summary of changes
Any changes will be updated in this section to help you with your upgrade.
Do I need to upgrade my system?
If you run payroll then YES you must upgrade your Pegasus system. If no payroll is in use then there is no need to upgrade right now.
I am running the upgrade CD and it doesn’t say UPGRADE
Make sure you are on the server where OPII/O3 is installed – then try again. If it still doesn’t say upgrade then do not carry on as the installation will go to the wrong place.
When do I carry out the upgrade?
You should upgrade the software before running the final pay period of the current tax year.
Getting Error 12 after upgrade?
Generally happens when you have not run an Update Data Structures on all companies. Run the UDS now.
Do I need to run a back-up before I upgrade?
Yes it is imperative that you backup your entire Pegasus system before proceeding with the upgrade. This is explained in the installation guide.
Where do I find the documents relating to the upgrade?
This year all the documents are online - go to Pegasus' website to find all the information you will need. Note that the documents will not be available for the payroll versions until the software has been released.
How can I find out more about Auto Enrolment?
Please refer to the Pensions how-to guide.
What are the statutory changes for year end 2017/2018?
A summary of the changes are shown above.
Do I need to run a week 53?
This will depend on when your employees are to be paid. It is the date of payment to the employee that defines the period number and not the dates they are being paid for. If in doubt then check with your tax office.
Do I need to run a UDS after the upgrade?
Yes, Update Data Structures MUST be run on ALL companies and you MUST tick to update the statutory rates on all companies - but note that you do not need to tick on Force Rebuild of Indexes or Run Unattended.
Online Filing Manager is not working/installed
This must be downloaded from the Pegasus website and installed on each PC that will be sending details through.
What do I have to do to carry out my Payroll Year End?
Once the software is released then use this link to obtain the latest Checklist Guide.
How do I record my monthly payments made to HMRC?
In Payroll, P32 Processing click Action and then Payment - remember to click the Add New record Icon then enter each month’s Payment.
I have run the year end clear down and there are still YTD balances showing?
This is because you did not tick on the payments and deductions you wanted to clear down. You will need to go back and run Zeroise Balances – within Payroll – EOY/Special Reports and tick the items that you want to clear down.
I have downloaded my new software but I do not have a license key for it
You do not need a license key for either the OFM upgrade or for the Capital Payroll Upgrade for OFM. When the 2017/2018 payroll versions are available (from mid February) you will need a license key to load them – once you have downloaded the software please email email@example.com giving your company name and license number and the key will be emailed to you.