As part of your payroll year end process, to ensure that your payroll system is correct, you need to run specific reports. Below is some information on each report:
Report | Details |
PAY | Contains the employees' cumulative PAY, PAYE and NIC.
Use for the end of year balancing such as P60, and RTI FPS returns in terms of Pay, PAYE, and NI. |
Other statutory all employments | Contains all statutory and student loan details paid by employees for the tax year. |
Other statutory current employment | Contains a list of all statutory and student loan details paid by employees for their latest period of employment such as rejoiners figures only show the latest period of employment and so on. |
📌Note: You can only view details for employees to which you have access.
Payroll final control report
To generate the payroll complete update report (PAY355CT) from your last payroll, follow the steps below.
Click Manage Payroll then highlight the relevant pay group.
Click Outputs then click Reports.
Click Final Control Report.
Find your report in the reports centre.
Generate the employee cumulatives (all) report
To generate the employee cumulatives (all) (PAYB084B) report, follow the steps below:
Click Predefined Reports, then click Employee Data.
From the Report Name list, select the Employee Cumulative (ALL) Report.
From the Pay Group(s) lists, select a relevant pay group.
Click Run Report.
Find your report in the reports centre.
Pre year end cleardown data check report
To generate the pre year end cleardown data check, follow the steps below:
Note: Pre year end cleardown data check can be run multiple times.
From the dashboard menu, click Payroll Dashboard.
Click Year End then, next to the company you want, click Manage.
Click Pre Year End Data Check.
From the Company list, select a relevant company.
From the Report list, select PAY, PAYE, NIC.
Click OK.
Find your report in the reports centre.
Other statutory all employment and other statutory current employment reports
Repeat the same steps you did for pre year end cleardown data check report.At step 5, select Other Statutory All Employment. Do the same for the other statutory current employment report.
Now reconcile the pre year end reports.