Year-end procedure

Karishma Updated by Karishma

You should first have read and actioned the year-end requirements within the End of year overview article.

Year-end procedure

Following this will be articles on the year-end procedure including how to:

  • Update all payrolls and run year-end check report [found here]
  • Copy year-end data [found here]
  • EPS and final payments to HMRC [found here]
  • Print your P60s [found here]
  • Starting the new tax year [found here]
  • Company year-end [found here]
    • Scenarios you may encounter during the company year-end [found here]
  • Employee year-end [found here]
  • Clearing historical data (optional) [found here]
  • Corrections for the old tax year [found here]

Once you have completed this list, that concludes the year-end procedure. To navigate back to the release report click here.

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