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Ideas Portal
Status New
Categories Payrun
Created by Matthew Gillett
Created on Mar 25, 2026

Tax Year End - Comprehensive Guide

There is the need for a detailed Tax Year End Guide, the current guides only cover an individual topic - e.g. payroll year end, this details 4 actionjs: 1) Issue P45s, Perform a reconciliation, 3) Check Directors NI, 4) Start Year End Process. A COMPLETE GUIDE is required, which details the required actions, the order of completion - the current guides do not detail when to import P11D data (been advised must be in before Year End is Performed), how to produce and file the P11D reports with HMRC, How to deal with exceptions/ corrections - post year end completion.

I really like the useability of the system and the features/ functionality but increasingly, the very basic guides and lack of required information is detracting from the overall experience.

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