5 Steps to Completing the Tax Year 1. Finalisethefinalpayrollforallpayfrequencies

FinalisePayslips Finaliseallpaymentsmadetoemployeesbeforeandupto05thApril2019. Openpayperiodsaredenotedbyanemployeesymbolwithinthespecificpayperiod Onceallpayperiodsarecompleted,eachpayfrequencywillnolongershowanyopenpay periods,i.e.therewillbenoemployeesymbolsinanyofthepayperiods(asshownbelow)

SubmittheFPS

• Onceallpayslipsarefinalised,theFPSsubmissionisautomaticallypreparedandpendingsubmission.

• ChoosetheRTImenuandselecttheoutstandingFPSsubmission(s)fromthelistingandsubmittoHMRC.

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EnsureallFPSsubmissionshavebeensubmittedsuccessfullybeforeproceeding.

Note: Apendingsubmissionisindicatedbyabluecube Asuccessfullycompletedsubmissionisindicatedbyagreentick2. CompletetheHMRCPaymentsScheduleIfyouhavesufferedanyCISdeductionsinthetaxperiod,enteraccordinglyand"savechanges"toupdatethesummary.

Tip:theEPSincludesyeartodateCISdeductionssuffered-reviewalltaxperiodstoensureCISdeductionssufferedhavebeenenteredforeachtaxperiod,ifapplicable.

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3. PreparethefinalEndofYearEPS

IntheRTImenu,selecttheEmployerPaymentSummary(EPS)fromtheNewmenu:

Iftherearerecoverableamountsdue,aspertheHMRCPaymentsschedule,thenthiswill

automaticallybeindicatedontheEPS:

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Pleasenote:Iftherearestatutoryrecoverableamountsduetobereclaimedbytheemployer,pleaseensurethecorrectyeartodatefiguresareindicatedontheEPSscreen.Ifthefiguresarenotcorrect,reviewtheHMRCPaymentsutility.Oncecorrect,returntotheRTImenuandrecommencethepreparationoftheEPSagain.

• IndicateontheEPSthatthisisyourfinalsubmission:

• SubmittoHMRC:

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Ifreviewingthe2018/19payrollatalaterdate,youcancheckiftheEndofYearEPSwassubmittedbysimplyselectingtheEPSfromthelistingofRTIsubmissions.

Onceselected,theEPSwillindicateifitincludedthefinalsubmissionindicator:

4. CorrectingerrorsinpayrolltotalsafteryourfinalFPSsubmission

IfanerrorisdiscoveredinanyFPSfor2018/19afteryourfinalsubmissionhasbeenmade,thenanAdditionalFullPaymentSubmission(FPS)canbesubmittedtoHMRC.AnAdditionalFPScannowbesubmittedatanytimeduringorafterthetaxyear.ToprepareanAdditionalFullPaymentSubmission(FPS)

• Re-openthepayslips,makeyouramendmentsandfinaliseaccordingly.

• IntheRTImenuof2018/19BrightPayselectAdditionalFPSfromtheNewmenu:

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• Selecttheemployee(s)forwhomyouhavemadeadjustmentsandselectanappropriatelate

reportingreasonfromthedrop-downmenu:

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• SubmittheAdditionalFPStoHMRC:

Pleasenote:Ifapayrollcorrectionhasalsoledtoachangeinyourrecoverableamounts,itisimportanttoalsosubmitanewEmployerPaymentSummarytoHMRC,inadditiontotheAdditionalFPS,toinformthemofyouramendedyeartodaterecoverableamountstotal.

DiscontinuationoftheEarlierYearUpdate(EYU)Inpriortaxyears,whereamendmentstopayrolldatahavebeenidentifiedafterthe19thAprilfollowingtheendofthetaxyear,HMRChaverequiredanEarlierYearUpdatetobesubmittedtothemtocorrectanemployer’saccount.HMRChavenowsimplifiedthisprocessand,from20thApril2019,willinsteadacceptanAdditionalFullPaymentSubmissioninplaceofanEarlierYearUpdatewherepayrollamendmentsfortaxyearending5thApril2019areneeded.InlinewithHMRC’ssimplifiedprocess,theoptiontocreateandsubmitanEarlierYearUpdatehasthusbeendiscontinuedin2018-19BrightPayandgoingforward.

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5. IssueP60stoyouremployees

BrightPayfacilitatestheprintingandemailingofP60sonanindividualbasisorinabatch.BrightPaywillgeneratetheP60in3formats,dependingonyourrequirements:• HMRCP60 PrintstotheHMRCsinglepagelaserP60• BlankPaper HMRCapproved‘Substitute’P60whichprintstoplainpaper• EmailP60 HMRCacceptablemeansofissuingtheP60TheP60optionislocatedwithintheEmployeesmenu.• Selectanemployeewhoisinactiveemploymentasat5thAprilfromthelefthandlisting

• ClicktheP60tabandsimplyselecttheP60optionyourequire:

Pleasenote:YouneedtoprovideaformP60(eitherpaperorelectronic)foreachemployeewhowasinyouremploymentonthe5thApril2019.Youmustdothisbynolaterthan31stMay2019.View/PrintP60Certificates,ExportP60stoPDFandEmailP60swillgivethefollowingoptions:• ShowBrightPayLogo• Ignoreemployeesnotpaidinthatyear

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