Year End - Payrolling Benefits

The current year end process for benefits, involves having to download and manually review the benefits which are selected for P11D/ PAYE (Payrolling), the reviewed file can then be re-imported to create the benefit record for the next tax year.

This should be amended, so there is an in system function, which allows the benfits with an end date of e.g. 05/04/2025, to be carried forward to the next tax year with a start date of 06/04/2025. This would significantly reduce the amount of manual interaction and would also align Staffology to the functionality available in 3rd Party P11D Software, such as PAS P11D Organiser.