End of Year Submission Guide
End of Year process using The Payroll Site.
In order to pay your employees in the new tax year you must first ensure your last tax payment is saved on the 'Tax payments' screen and then click the 'Finish tax year' option. Once done you have the option to submit your year end data to HMRC. This can be completed at any time or can be left if you are submitting via another means.
Once you have clicked 'Finish tax year' the system is ready for you to enter payruns in the new tax year. If you wish to submit online using out system you can do so by clicking 'View tax year 2007/08' and following the guide below. At any point during the submission process you can leave the site and return and the data will be as you left it, you do not have to do the entire process in one go.
We will try to make the year end process as simple as possible. You are reminded, however that it is your responsibility as an employer to ensure that the end of year submission is correct and submitted on time.If you submit your end of year return online for the year ending 5th April 2008, you may be entitled to claim a tax-free incentive payment of £100 from HM Revenue & Customs.
Step 1) Registering for "PAYE Online for Employers"
In order to submit your return online, you will need to register for the HM Revenue & Customs "PAYE Online for Employers" service. The registration process takes about a week, so please allow enough time.
To register, go to this site and follow the instructions for New Users: https://online.hmrc.gov.uk/login
If you wish to submit your return using The Payroll Site, you must choose a password, rather than using the digital certificate option.
Once you have completed the registration online, HM Revenue & Customs will post you a letter containing an activation PIN. You must then confirm your PIN on the HM Revenue & Customs site.
Step 2) Completing the current year using The Payroll Site
Once you have entered and confirmed all of the payments you are making to your employees and saved the tax payments in this tax year, you are ready to "Finish the Tax Year". Once you have done this, you will be able to:
To finish the tax year, log into your account, click the "Finish tax year" option and follow the instructions. After this, you will not be able to add or remove employees for the tax year just ended, so please ensure that the number of employees entered is the same as the number you wish to include on your end of year return.
Step 3) Check, edit and confirm the details of the tax year just ended
Log into your account on The Payroll Site and click the "View tax year 2007/08" option. Click on each employee in turn and select their P14 page. You should then check that the details are correct, edit them if they are wrong and click the "Confirm" button once you are confident that they are correct.
Then, click on the "Employer Details" page. Check the details, edit them if necessary and then click "Confirm".
Then do the same with the "P35 Totals" page.
And then the "Checklist" page.
Step 4) Electronic Submission of year end data to HM Revenue & Customs
Your return should be submitted to HM Revenue & Customs by 19th May.
After confirming the "Checklist" page, click on the "Submission" link. Here, you should enter contact details, plus the username and password that you set up in Step 1).
Step 5) Giving forms P60 to your employees
You must give a completed form P60 to each of your employees by the end of May. You do not need to give a P60 to any employee who left before the end of the tax year.
Blank forms can be ordered from the HM Revenue & Customs orderline:
http://www.hmrc.gov.uk/employers/emp-form.htm
Whichever style of P60 form you choose, you will be able to hand-write the figures onto the form. If you order the shortened form "P60 (2007-2008)" and you are able to print PDF documents from your computer, then you should be able to print the figures from our system directly onto the pre-printed form. Whichever method you use, we suggest you order more forms than your have employees, to allow for mistakes.