The Overview tab in Year End > UK Year End is where you generate and publish P60 and P11D forms. The Overview tab displays the tax year, a list of legal entities with payroll for the tax year, and controls to change which legal entities are displayed in the list and to perform certain actions on them.
| Control | Description |
|---|---|
| Year | Drop-down list displaying years with payroll transactions. |
| Process Job | Drop-down list displaying the following options:
|
| Favorites | Button that expands a section in which you can edit and name a favorite view, select a previously saved favorite view, set a selected view as the default, rename it, or delete it. Filtering options include a Legal Entity drop-down list and a Display Errors Only checkbox. |
| Current Favourite | Drop-down list containing any previously saved favourite views. |
| Export Problems | Drop-down list with the options Selected or All that generates a .csv file containing any warning or error messages generated when processing one of the jobs in the Process Jobs drop-down list. |
| Cutoff Dates | Button that opens a dialog box displaying cutoff dates for when P60 forms and P11 D forms must be provided to employees, as well as the cutoff date for Final EPS/FPS submissions must be submitted to HMRC. |
The following screenshot illustrates the Year End > UK Year End feature:
The two main work areas in Year End > UK Year End, as labeled in the preceding screenshot: (1) the Overview tab, and (2) the Employee Tax Statements slide-out panel:
- The Overview tab displays a list of legal entities with payroll results for the year. There are four columns in the Overview tab:
- Legal Entity: Displays the legal entities with payroll results for the year.
- Pay Group: Displays the number of the pay groups that belong to the corresponding legal entity. This number is link that you can click to load a dialog box that itemizes each pay group, the last pay period number, last pay date, and last payroll commit date.
- Problems: Displays numbers of errors and warnings associated with background jobs run to generate or publish the P60 and P11D forms. You can view specific messages by exporting selected, or all, problems in a
.csvfile. - Status: Displays the status of the Year End process for the selected legal entity. There are three possible status types (Complete - in green, Warning - in orange, or Error - in red) for each of the six stages of the Year End process:
- Final Pay: Indicates that the final pay run of the year for the legal entity has been committed.
- Final EPS Submitted: Indicates that the final Employer Payment Summary has been submitted to HMRC.
- P60 Generated: Indicates that P60 forms have been generated for employees. These can be generated before the final pay run, but will have a Preview Copy watermark in red. Preview P60 forms aren’t available to employees.
- P60 Published: Indicates that P60 forms have been published to provide to employees as PDF files.
- P11D Generated: Indicates the Generate P11D process job has ran.
- P11D Employee Preview: Indicates P11D forms have been generated for employees. These can be generated before the final pay run, but will have a Preview Copy watermark in red.
- P11D/P11D(b) Filed: Indicates the File P11D & P11D(b) process job has ran, and the P11D and P11D(b) forms have been submitted to HMRC.
- P11D Published: Indicates that P11D forms have been published as PDF files without watermark to employees.
- The Employee Tax Statements slide-out panel displays any employee tax forms (P60 or P11D) that have been generated or published for employees in the selected legal entity. You can also search for individual employees in the Employee Tax Statements slide-out panel independently of legal entity.