As part of your payroll year end process, once you've run the year end cleardown, there are several reports we recommend you produce before you set up the new tax year.
To run these reports, follow the steps in portal for each section below.
Employee year end pay listing
After processing your year-end cleardown, print your year-end control report to preview the end of year pay listing for each employee. To do this, follow the steps below.
Click Year End then for the relevant company, click Manage.
Under Post Cleardown Activities, click Print Year End Control Report.
Cumulative report by employee
To view the cumulative report by an employee, follow the steps below.
Click Year End then, for the relevant company, click Manage.
Click Cumulative Report by Employee.
From the Company list, select the relevant company.
Enter the relevant tax year then click OK.
Amend employees' cumulative details
If you need to make any amendments to employees' cumulative details after you've processed the year end cleardown, follow the steps below.
Click Year End then, next to the relevant company, click Manage.
Click Maintain Cumulatives then make the required changes.
Click Save.
📌Note: To include amendments on the earlier year update (EYU) or previous year's full payment submission (FPS), click Cancel or Manual Payment.
Year end control reports
To generate the year end reports, follow the steps below.
Click Year End then, for the relevant company, click Manage.
Click Control Reports.
From the Company list, select the relevant company.
Enter the relevant tax year then click OK.
The control report contains the following information:
Year End Control Report: Total cumulative pay details for all employees in the company.
Controls for checking P60s: Total P60 cumulatives for all employees in the company.
Controls for checking P35's: Total P35 cumulative for all employees in the company.
List of employees with negative or zero earnings.
List of employees who left during the tax year.
📌Note: For confidentiality, you can’t view the employees’ earnings in the report. To view this, follow the steps above to amend an employee's cumulative details.
NIC control report
To generate a year end NI control report that displays all the NI details, follow the steps below.
Click Year End then, for the relevant company, click Manage.
Click NIC Control Report.
From the Company list, select the relevant company.
If required, select a pay group and enter an employee reference.
Enter the tax year then click OK.
Amend employees' NI details
If required, make amendments to employees' NI details. To do this, follow the steps below.
Click Year End then, for the relevant company, click Manage.
Click Maintain NI Letter Details.
Make the required changes then click Save.