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Get ready for the new tax year

Prepare to process in the new tax year.

Debs avatar
Written by Debs
Updated over 4 months ago

Once you've processed your payroll year end, there are a few things you should do before you start processing payroll in the new tax year.

Check the resulting reports

Once you run the final period of the tax year, to ensure the data is correct for the year, we recommend you check all reports. If you spot anything incorrect, to make the corrections, you can perform a rollback or a supplementary pay run.

Note: If you choose to do a supplementary pay run, you can't roll this back later.

Check P60s

You need to provide all employees who still work for the company on 5 April a P60. When you process your payroll year end in Paycircle, this automatically generates P60s, however, you can also produce them manually.

Note: You must provide P60s by 31 May.

Apply tax code notices

If you receive tax code notices from HMRC electronically, these changes automatically apply in Paycircle. If you receive them via post, you need to apply these manually.

Where applicable, we uplift the standard tax codes in line with new legislation, so there's nothing you need to do.

If required, you can view employees' current tax details within the Tax Status tab of the employee record.

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