To make this assimple as possible,use the payroll year

end wizard in theso�ware. You must

complete all of the steps

Check you haveset it for

5 April 2018

Processyour year end

and makeyour final

submission for2017/18

Check yourso�ware is now

version 24 orversion 16 for

Instant Payrollcustomers

Well done, you’vecompleted your

year end process for2017/18. You cannow get ready to

process in thenew tax year

If you’ve already sentyour end of year

declarations to HMRCbut the correction you’vemade alters them, you’ll

need to send thedeclarations to

HMRC again

If any employeeshave le�, processthem as leavers

before the next step

Before starting the year end routine, you must

submit your full payment submission (FPS) and,

if applicable, your employment payment

summary (EPS)

Follow these steps to make yourpayroll year end as streamlined as possible.

Payroll year end

Visit sage.co.uk/pye for: step by step videos, webinars and ask questions in our community.

What you need to do

1. Install your year end update We'll email you to let you know when your update

is ready to install. Your so�ware automatically prompts you to download it.

2. Prepare for processing year endComplete your final payroll as normal.

3. Process your year endThe steps you need to complete your

payroll year end.

4. Get ready for the new tax year

Made a mistake?

With payroll year end complete, here is how to getup and running for the next year.

Have youprocessed

your leavers?

Closeother Sage

so�wareTake a

back up

Produce your P60s

Check yourprocess

date

Updateyour tax

codes

Give outP60s by 31 May

Processfinal payroll

as normal

Do youhave a

week 53?

ClickDownload

now

Submit your (FPS) and EPS

ClickInstall Nowand followon-screen

instructions

Check thatyou have

enough P60sfor all youremployees

Check you’re now on

version 24 if Sage 50 Payroll or version 16 if

Sage Instant Payroll

6 AprilNew tax year

starts5 AprilTax year

ends

To check your version number:Sage 50 Payroll - Help > About > Version NumberSage Instant Payroll - Tools > My Instant Payroll

You can provideemployees with a

paper P60 or if you have online payslips, you can

upload them.

If you’re paying employees on Thursday 5 April, you have a week 53.

19 AprilDeadlinefor final

submissionof 2017/18tax year

IMPORTANT

Did you spotthe mistake

before19 April?

YESRestore or roll back to the final period in 2017/18Correct the mistakeUpdate payroll againSubmit an FPSAdjustment

•

•••

NORestore or roll back tothe date of the mistakeCorrect the mistakeUpdate payroll againSend an Earlier YearUpdate (EYU) to HMRC

•

•••

19 JulyPayment ofclass 1A NICmust be with

HMRC

6 JulyDeadline to

submit forms P11D &P11D(b)

31 MayStaff in

employmenton 5 April 2018

must have their P60s

Follow us on social media for updates, reminders and more! #sagepye.