UK
UK payroll year end
By Onyema1 author25 articles
- 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.