Published P60 and P11D forms include only committed regular and off-cycle pay runs. Any pay runs that have not been committed aren’t included in the published P60 forms.
Before You Begin: Verify that final pay has been committed for the year and that the final EPS submission has been transmitted to HMRC before publishing the P60 and P11D forms.
The following criteria describe when employees receive P60 forms:
- All employees with a non-terminated employment status in the final pay period of the tax year will receive a P60.
- Employees will receive a P60 for each active legal entity in which they have a work assignment with wages as of the final pay period of the tax year.
- Employees who transfer from one legal entity to another during the year will receive a P60 only for the legal entity in which they have the active work assignment as of the final pay period of the tax year.
After the P60 and P11D forms have been published, they will be available to employees. A notification is sent to all required recipients advising them that the P60 is available.
Some employees will not receive P60 forms if, for example, they are paid for the first time in an April pay run (say, they start on 4 April); employees not receiving a P60 form will not receive a notification.
To publish and view P60 or P11D forms for employees:
- Go to Year End > UK Year End.
- Click the Year button and select the year you want in the drop-down list.
- Select the legal entity from the list of those available.
- Click Process Job and click the desired choices:
- Click Publish P60 to publish P60 forms to send them to employees.
- Click Publish P11D to publish P11D forms to send them to employees.
- Wait for the appropriate Status indicator to show complete (green text).
- Expand the Employee Tax Statements slide-out panel, then locate and click the name of the desired employee in the Employees column to display the P60 tab or the P11D tab with the respective form published for the employee.
After generating the P60 or P11D forms, you can see if any problems occurred during form generation by looking at the number (if any) of warning or error messages in the Problems column. Click Export Problems to export the problems as a CSV file. The Message column in that file contains the warning or error message that can help you to determine the nature of the problem and whether you can resolve the issue yourself or, if you cannot, whether to contact Support.
For example, one entry might have the message, "Employee missing final tax code, please ensure employee has valid UK tax record for end of tax year." In this case, you could go to People, load the record of the employee in question, click Payroll > Tax Definitions in the sidebar, locate the UK Tax Info section, and make sure to add or correct the employee's information.
After you have published P11D forms, you can proceed to the task File P11D and P11D(b) Forms.