Year-End Overview

Karishma Updated by Karishma

Introduction

This series of articles will look at everything you need to do to upgrade your system (desktop customers only) and process your year-end. These will be broken down into various articles and can be followed in order by clicking the next and back buttons below.

The three main activities you should look at are:

  1. Upgrading your system (customers with the desktop version only). Instructions can be found here
If you use T&A or HR Manager along with payroll, please ensure that this is updated first as this version of payroll contains a breaking change that will stop package links from working if not updated first

This will include:

  • upgrade checklist [found here]
  • backing up your data [found here]
  • running the installation program [found here]
  • converting data directories that are not under the WINPAY directory [found here]
  1. Copy year-end instructions - Instructions can be found here
  2. End of year overview (formerly RTI year-end procedure) - Instructions can be found here

This is split into two sections:

  • Year-end requirements [found here] containing:
    • last submission of the year [found here]
    • print RTI amendments [found here]
    • linked companies and what to do [found here]
  • Year-end procedure [found here] containing:
    • Updating all payrolls and running the year-end check report [found here]
    • Copy year-end data instructions [found here]
    • EPS and final payments to HMRC [found here]
    • Print P60s [found here]
    • Starting the new tax year [found here]
    • Company year-end [found here]
      • Scenarions you may encounter during the company year-end [found here]
  • Employee year-end [found here]
  • Clearing historical data (optional) [found here]
  • How to correct for a previous year [found here]

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