Year End Activities
Year-End Overview
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…
Upgrading your system
Purpose of this page. This is for on-premise customers only. If you are a hosted or web customer the upgrade will be completed by Advanced. This page outlines the procedure for upgrading the Payroll…
Backing up your data
Please make sure all users have logged out of Payroll, and closed any related programs, so that there is no risk of any data changes between backing up Payroll and performing the upgrade. If you do n…
Running the installation program
Here you can find how to run the installation program for the desktop version
Converting data directories that are not under the WINPAY directory
Here you will find how to convert data directories not under the WINPAY directory
End of year overview (formerly RTI year-end procedure)
Here you can find instructions on how to perform your year end
Last submission of the year
Here you can find information on submitting the last RTI submission of the year
Print RTI amendments
To print out the RTI amendments , navigate to the Year-end menu in the Payroll toolbar, and click Print RTI amendments. If you have linked companies and need to view what you should do you can find t…
Linked Companies
If you have linked companies (for example more than 1 company that shares the same PAYE reference) and have not performed an EPS during tax year 2023, then you should ensure that all the required com…
Year-end procedure
Here you can find the year-end procedure
Update all payrolls and run check report
Update all of the 2023/2024 payrolls. All payrolls must be updated before you can perform the Year-end for any company with employees, including employees that have left, in the pay group. This inclu…
Copy year-end data instructions
Introduction. You will find that you need to process the first period of the new 2024/2025 tax year and then return to perform the year-end reports for the previous year. In order to prepare the live…
EPS and final payments to HMRC
At this point, make sure you have followed the instructions in Copy year-end data instructions to create a working copy of the previous year’s data before processing the first periods of the new 2023…
Print P60s
You will need to print P60’s for all employees who are still employed by you at the end of the 2023/24 tax year. You must make sure a P60 copy is provided to each employee by the deadline of 31st May…
Starting the new tax year
Procedure for the new Tax Year starting 2024. To start the new tax year, the company year-end and employee year-end processes must both be run. This should be done on the original data and not the co…
Company year-end
The company year-end must be performed for every company, either by selecting ‘All’ companies when prompted or by repeating the procedure for each company. . To assist with the year-end procedure, we…
Employee year-end
Tax code uplifts are now done automatically during the employee year end procedure. Click on Year end in the Payroll toolbar and choose Employee year end from the drop-down menu. This will open a new…
How to correct for a previous year
If any amendments are required for the old tax year after April 19th you will not be able to send an FPS and will instead need to perform an RTI – Year-end Correction FPS submission. This is used to…
Clearing historical data (optional)
Now would be a good opportunity to clear out any historical data in Payroll that you no longer require. Primarily, it is a good idea to delete old employees. To do this, click on the Year end menu in…
Scenarios
The following scenarios may help you decide how best to approach the year-end procedure: You have a single company to process: It is not part of the split company, and the pay is not expected to incr…
