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Your UK payroll year end checklist

Posted 1 year ago in Small business by Dhan Mannakkara
Posted by Dhan Mannakkara

UK Payroll year end 2016/17 is on 5th April, so now is a good time to start getting ready. Follow the five-step guide below or register for a free webinar to prepare and avoid any possible mistakes.

Register for webinar –>

Before your final pay run:

1. Check opening balances are correct

Make sure you’ve entered company and employee opening balances so year-to-date figures are correct. Watch this video or read this help page to find out how.

2. Check settings and reconcile payroll

Watch the linked videos to learn how to check your payroll settings and carry out a year end reconciliation

On your final pay run:

3. Process your final pay run

Process final pay runs for all pay calendars, even nil pay runs. Xero will send an EPS (Employer Payment Summary) by the 12 April, and automatically inform HMRC that it’s your final submission of the year.

4. Generate P60s & P11 reports

Only when you’ve taken the steps outlined above, generate your P60s & P11 reports by following these instructions.

5. Set your tax codes, employment allowance & directorship settings for the new tax year

We’ve automatically uplifted employee tax codes ending in L, M, and N for 2017/18. All other codes were carried over from last year and you can manually update them if needed.

Find out how to check your codes are correct, update your employment allowance & check your directorship calculations here.


April 5, 2017 at 1.38 am

I do not have the patience or the inclination for a five minute video. If there is anything significant to do for the payroll reconciliation then please write it down. Like all accountants and bookkeepers I am thoroughly used to manuals.

April 14, 2017 at 2.44 am

I agree with cmchampman! Also, I can’t play a video in a crowded office!

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