Payroll year end
Processes and policies for finalizing payroll accounts, managing employee leave balances at the close of the fiscal year.
By Onyema and 2 others3 authors72 articles
- Year end cleardown job stuck as waiting back officeSteps to fix the year end cleardown job stuck as waiting in back office.
- Portal: Year end cleardown job stuckSteps to fix the year end cleardown job stuck as waiting in portal.
- Back Office: Year end cleardown job stuckSteps to fix the year end cleardown job stuck as waiting in portal.
- Portal: Employee Cumulatives (ALL) report PAYB084BSteps to generate Employee Cumulatives (ALL) report.
- Back Office: Employee Cumulatives (ALL) report PAYB084BSteps to generate Employee Cumulatives (ALL) report.
- Year End data back ups/exports and clonesPreparing for Payroll Year End: steps to clone your production environment to non-production and understanding backup requirements.
- P60 NI Figure does not match March payslipA discrepancy exists between the final payslip of the tax year and the P60 form.
- Access to P60Steps to grant an employee access to P60 and view it in Portal and mobile app.
- Error: 'If [CISDEDUCTIONSSUFFERED] is greater than zero, [COTAXREF] must be present'When the EPS is rejected by HMRC, the following error appears on the file: If [CISDEDUCTIONSSUFFERED] is greater than zero, [COTAXREF] must be present
- Who can defer their State Pension ContributoryIndividuals who qualify to defer their State Pension Contribution.
- Defer start date of State Pension ContributoryGuidelines for deferring the State Pension Contributory and reasons for delaying its start date.
- Manage corrections during year end processGuidance on how to process payroll corrections around the year end cleardown job.
UK
UK payroll year end
- Run year end cleardownSteps to complete the UK year end cleardown.
- Generate and submit your final employer payment summary (EPS)Steps to generate and transfer employer payment summary (EPS).
- Produce P60sSteps to generate employees' P60s.
- Configure the Apprenticeship LevySteps to configure and review the apprentice levy for year end.
- Supporting you with your year endAll of the support content you need for a smooth UK payroll year end.
- Review automatic rate changesCheck rate changes for the new or current tax year.
- Configure manual rate changes for year endSet the manual rates for the new tax year.
- Prepare for payroll year endActions to take before processing your payroll year end.
- Payroll year end checklistComplete your UK year end process.
- Pre year end data checkSteps to run the pre year end data checks.
- Reconcile the pre year end reportsSteps to reconcile the reports for the year end.
- Troubleshoot year end reportsCommon reasons why the year end reports don't match.
- Balancing pre year end Data Check report, Complete Update report and the Cumulative All reportIssue balancing Pre Year End Data Check report against the complete update report (PAY355CT) and the cumulative all report ( PAYB084B).
- Get ready for the new tax yearPrepare to process in the new tax year.
- Produce the year end control reportsGenerate the Control, NIC Control, Cumulative reports.
- Review system configurationReview the configuration for RTI payment pay codes and payroll car benefits.
- Payroll car benefitsSteps to configure your system for payroll benefits.
- Maintain NI letter details showing incorrect details for employee previous yearSteps to Maintain NI letter details showing incorrect details for employee previous year.
- Generate Earlier Year Update (EYU) fileSteps to generate earlier year update file.
- Insert a week 53 on the payroll calendarSteps to add additional weeks to a payroll calendar.
- UK: Review company calendarCheck the company calendar for the new tax year.
- UK: Check pay group offset daysSteps to review pay group offset days.
- 2026/27 year end software changesSoftware changes for UK year end 2026/27.
- Changes to NHS Pension Schemes April 2024Guidelines on the changes to NHS Pensions schemes effective 1st April 2024
- Configure auto enrolment parametersSet up parameters for UK Auto Enrolment into the pension scheme.
Ireland
Irish payroll year end
- My Future Fund assessment reportA new PeopleXD Insight report has been created to help organisations identify employees potentially at risk under Ireland's My Future Fund auto-enrolment scheme.
- Error: 'All Company processing not yet completed for this tax year'Warning message appears on this screen when user attempts to submit the year end cleardown job.
- Enhanced Reporting Requirements (ERR) FAQsEnhanced Reporting Requirements (ERR) frequently asked questions.
- Ireland: Review company calendarSteps to review the company calendar.
- Ireland: Check pay group offset daysSteps to check pay group offset days.
- Review PAYE Modernisation configurationSteps to review PAYE Modernisation configuration.
- Review PAYE modernisation pay code parametersSteps to review PMOD pay code parameters.
- Complete post year end cleardown tasksSteps to process the post year end cleardown.
- Retrieve RPNs for the new tax yearSteps to retrieve Revenue Payroll Notifications (RPNs).
- Update 2026 ratesSteps to configure the 2026 rates.
- Add a minimum wage warning rateSteps to set up a minimum wage warning rate in PeopleXD Payroll.
- Check preloaded 2026 ratesSteps to check the rates for 2026.
- Review PAYE modernisation pay group parametersSteps to review PMOD pay group parameters.
- Review PAYE modernisation pension scheme parametersSteps to review PMOD pension scheme parameters.
- Review PAYE modernisation employee parametersSteps to review employee parameters PMOD configuration.
- Post year end ASC returnsSteps to complete the post year end Additional Superannuation Contribution (ASC) Returns.
- Employee Self Service ASC60 and ASC60AsEverything you need to know about employee Self Service ASC60 and ASC60As.
- Set up work sharingGuidelines on setting up work sharing.
- Generate Additional Superannuation Contribution (ASC) annual report – ASC35Steps to generate Additional Superannuation Contribution(ASC) annual report – ASC35.
- Generate Additional Superannuation Contribution (ASC) annual report - ASC60sSteps to generate Additional Superannuation Contribution (ASC) ASC60s.
- Amend an employee’s ASC cumulativesCorrect a mistake for Additional Superannuation Contribution (ASC) cumulatives.
- Generate ASC60AsSteps to generate Additional Superannuation Contribution (ASC) ASC60As.
- Supporting you with year end processAll of the support content you need for a smooth Irish payroll year end.
- Review rate and software changes for 2026The rate changes coming into effect for 2026.
- Public sector only: Generate ASC pre year end data check reportSteps to run the ASC pre year end data check report.
- Export the databaseGuidelines on how to export your data.
- Run the year end cleardownSteps to process the Irish year end cleardown.
- Ireland: Insert a week 53 on the payroll calendarSteps to add additional weeks to a payroll calendar.
- Ireland: Report the expected number of pay periodsSteps to report the expected number of pay periods.
- Year end FAQsGuidance on year end frequently asked questions.
- State Pension ContributoryDetails about State Pension Contribution in PeopleXD Payroll.
- Ireland: Payroll year end checklistEverything you need to complete your Irish year end.
- Configure auto enrolmentSteps to set up auto enrolment in PeopleXD Payroll to comply with Ireland's mandatory workplace pension scheme, MyFuture Fund.
- Retrieve and manage AEPN instructions for Auto EnrolmentRetrieve Auto Enrolment Payroll Notification (AEPN) instructions from NAERSA before each payroll run to ensure you apply the correct pension deductions.
- Generate and submit auto enrolment contributionsSteps to generate and submit contribution files to NAERSA after each payroll run to report employee and employer pension contributions.