OVERVIEW - Payroll desktop version 2.58

Karishma Updated by Karishma

Overview

Introduction

 Purpose of these Release Notes

Included in the release of Payroll 2.58 are several documents, including this one. These will provide guidance on how to upgrade your Payroll software to version 2.58, as well as in what order.

It is important that you read through all of the documentation before beginning the upgrade procedure. It is advised that you read each document in the order provided, going alphabetically from A to D.

Purpose of this document

This document provides an overview of the Payroll version 2.58 release, as well as additional information you should take into consideration with this release.

Upgrading to Payroll version 2.58

It is recommended that you upgrade to Payroll version 2.58 as soon as you can. This can be performed at any time before the start of the new tax year, but it is advisable that you do it sooner rather than later to ensure you are fully upgraded in time.

Please refer to ‘DOC A – Payroll v2.58 upgrade instructions’ for instructions on how to backup your data.

It is also very important to back up your data directories prior to updating the final payroll cycle of tax year 2020/2021. You will be reminded to do this in ‘DOC C – Payroll Copy Year End’.

Payroll Year-end guidance for Tax Year 2022/2023

It is recommended that Year-end data copies are still taken within Payroll. Please refer to ‘DOC C – Year End Copy’ which explains how to perform this.

 

For guidance on how to perform the year end within Payroll, please refer to ‘DOC D – Payroll RTI Year-end procedure’.

Payroll guidance on Year-end processing under RTI can be found on the HMRC website: -

https://www.gov.uk/business-tax/paye

https://www.gov.uk/payroll-annual-reporting

Payroll v2.58 Overview

Here is a quick overview of what to expect in Payroll v2.58. Full details can be found in ‘DOC B – Upgrade notes’, which you should read in full so you know what has been changed and how to take advantage of these new changes.

New statutory parameters

This release of Payroll included changes to statutory parameters, correct for tax year 2023/2024, as known at the time of release. These include Tax, National Insurance, Statutory payments and benefits.

RTI Submission changes

Schemas have been updated to cover RTI submissions for the 2023/2024 tax year.

Ongoing Sickness

You can now enter an ongoing period of sickness that will automatically applied to the diary each period until an end date is supplied.

Employee Personal Qualifying Pattern

Ad hoc qualifying patterns can now be created from within an employee’s record.

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DOC A - Payroll 2.58 Upgrade Instructions

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