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Status Shipped
Categories Reports
Created by Ibrahim Raja
Created on Jan 30, 2023

P32 Summary Report with YTD

Currently Staffology have separate pages in P32 for each tax period and no totals YTD.

It will be helpful if there is a P32 Summary Report with running totals at the end.

  • For example like the P32 report in IRIS/STAR Payroll Professional Suites. Or something similar to yellow pages report.

  • The report should have one row for each tax period with all the PAYE elements and monthly amount due at the end column.

  • At the end of report there should be a row for to-date total for the whole tax year so far.

  • It will be ideal to have a brought forward row at the top of the summary to show the mid year totals in case of payroll migration from another payroll provider.

This report will be helpful in reconciliation during the tax year and at the end of tax year. Also most accounts departments use such report for budgeting and banking checks.

  • Attach files
  • Admin
    Izzy Hayhurst
    Reply
    |
    Jul 2, 2024

    Pleased to let you know the opening balance YTDs of employees will now be displayed on the P32 report.

    2 replies
  • Admin
    Izzy Hayhurst
    Reply
    |
    Jun 19, 2024

    Hey - Just a quick update from me, we are releasing the first part of this work on Tuesday. You will now be able to download the P32 in CSV. We are hoping to add employers opening balances to this report very soon!

  • Admin
    Izzy Hayhurst
    Reply
    |
    Mar 21, 2024

    Hey Ibrahim - Great news, we are planning on working on this within our Q1 roadmap. When I have an estimated arrival date, I will update this idea.


  • Ibrahim Raja
    Reply
    |
    Feb 1, 2023

    Hi Izzy, Thanks for suggesting P30 csv export. I have tested it but it doesn't have the brought forward YTD row on the top for any mid-year migrated payrolls. Also there is no Total row at the end. A P32 summary with these additional rows will be more helpful.

  • Admin
    Izzy Hayhurst
    Reply
    |
    Jan 30, 2023

    Hey Ibrahim - Thank you for the suggestion, I will raise it with the team. In the meantime, if you view the P30 report in CSV it should have a breakdown per month on each row. Once I have feedback from the team, I will let you know!

1 MERGED

Running totals for the year need to be carried over when migrating data for P32 reports

Merged
IPP software shows the running totals for the tax week and months for weekly and monthly payroll on the P32 reports. When data has been migrated from the IPP software to Staffology, the running totals for the year have not been carried over. This ...
Guest about 1 year ago in Reports 0 Shipped