Once you've completed the preparation steps, to close off the tax year, you need to complete the payroll year end process.
📌Note: Once you complete the year end process, you can't produce reports for the previous tax year. We strongly recommend that you produce any reports you need before you follow these steps.
Click Year End, and then click Year End.
Read the on-screen message and confirm you've actioned all steps.
📌Note: The deadline for P60's is 31 May, so you don't need to produce them at this stage. To continue without producing them, go to step 3. They can be produced manually later.
Click Next.
If required, select the Delete Leaver records over 6 years checkbox.
If required, select the Delete P11D benefit records checkbox.
Click Next.
If relevant, select the Employment Allowance check box.
Select the following as required;
State Aid rules do not apply
Employer is not in the following Sector(s)
Click Complete Year End.