The UK Year End Archived Reports Tab

The Archived Reports tab in Year End > UK Year End contains the following automatically generated reports:

• P60 Management Report: Consolidates P60 form details, such as Total Tax for Year, Tax in Previous Employment, or Final Tax Code for all of the employees in a pay group in one CSV file. The report is created automatically when you generate P60 forms for the tax year in the Overview tab of Year End > UK Year End.
• P11D Import Report: Contains the P11D information that was imported for the employees in a pay group, such as a description of the benefit, cost or the amount made good. The application automatically creates a report for each P11D section with imported data when you generate P11Ds for the tax year in the Overview tab of Year End > UK Year End.

The toolstrip in the Archived Reports tab has three controls: Pay Group, Year, and Sync. Select a pay group and year to view the corresponding reports. Click Sync to synchronize the Pay Group and Year controls with the Overview tab.

Configure the Archived Reports Tab

To show the Archived Reports tab in Year End > UK Year End:

1. Go to the Features tab of System Admin > Roles.
2. In the Assign Features panel, expand the Year End > UK Year End > Archived Reports sections.
3. Select both the Archived Reports and Retrieve Archived Payroll Year End Reports checkboxes. When you select the checkboxes, the tab shows in Year End > United Kingdom and P60 Management reports are automatically generated.