Every client, every year end task and every reconciliation – with deadlines that turn red before HMRC does
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The payroll year end is a run of hard deadlines – final FPS, EPS, P60s, P11Ds, Class 1A – sitting right on top of the new-year changes to tax codes, minimum wage, statutory pay, student loans and pensions. For a bureau or a practice running dozens of payrolls, the risk is something slipping through for one client. This workbook lists 20 year end and new-year tasks for every client, works out each deadline from the tax year you're closing, and turns cells red or amber before HMRC's deadline passes. It also reconciles every employee's payroll totals to their P60 and every client's P32 to the payments made to HMRC.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
The 20 tasks, their due dates, days left and how many clients are still outstanding. What you do: adjust internal target dates if you wish.
Step 2
Client settings and calculated pension, holiday and status columns. What you do: one row per client.
Step 3
Task status for every client, with RAG, overdue count and next deadline. What you do: pick a status in each cell.
Step 4
Payroll records vs P60 for every employee. What you do: paste or type the totals.
Who it is for
Quick start
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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