You are here: Modules > Payroll > Bureau Payroll > Processing > Employee Pay Wizard > Year End

Year End

This section enables the user to process the year end.

This screen is only available once the final run of the fiscal year has been confirmed.

Prerequisites

  • Must have completed the last pay period of the Tax Year.

Rules and Guidelines

  • Fields that are marked with red asterisks (*) are mandatory.
  • The window is split into two with the (a) Check List/Summary on the left part and (b) the Declaration on the right part of the screen.
  • The Support Team Control functionality ensures that Moorepayhr has the control for both Bureau and Managed Payrolls in the event that any adjustments are required to the Year End.
  • Once set to S, the Customer Tax Year End Checklist & Declaration function will not be available on the Navigator Processing screen until reset to N by the Support Team.
  • CIS deductions stated by the client will be incorporated into the End of Year statement by the Managed/Support Teams.
  • The control of Cleardown of the last period of the Tax Year is ONLY handled on this screen for all payrolls. When Year End Cleardown is performed in either Payroll or in Moorepayhr and the job is then submitted, the system performs a check and will not allow this if the job is already in the job queue or has already been performed (i.e. to prevent multiple occurrences of Cleardown).
  • The normal Cleardown function is disabled for the particular payroll during the period when the Cleardown is being within the Tax Year End Declaration screen.

Field Information

ClosedCompany Code*

Select the code of the company this process relates to.

ClosedCheck List

The Check List/ Summary section reveals the current value for monetary items taken from the corresponding fields in Payroll. This section is auto-populated and cannot be amended except for the Funding Rec'd from HMRC to pay SMP / SAP / ShPP, less Nic's & Tax already paid, and CIS deductions fields. Additionally, the Amount payable for year, NOW PAYABLE, and Revised amount payable fields are automatically populated once the manually entered items from the three mentioned fields have been entered. The value left in the "Revised Amount Payable" should only be the Tax & Nic's for tax month 12 or week 52, left to be paid over to HMRC.

The above figures for you to agree and should equate to your Cost & Charges Report of the Company Summary Report. If you are happy with the Year to Date shown here, please press the 'Agree and Cleardown' button below, otherwise, please contact your Service or Managed Team.

NB. 'Any Overseas tax will not be separately identified within this summary but will have been off-set against any PAYE liability, where applicable'.

Pressing the 'Agree & Cleardown' button will indicate your acceptance of these figures and runs the Cleardown for your final payroll of the Tax Year. Once this has been completed, please press the 'Process Year End' button.

ClosedDeclaration

When the items above are correct, complete the Declaration then by the authorised person logged in to payroll at this stage has his/her Username displayed, and thus, the name and position must be entered accordingly. Once done select the 'Agree & Cleardown' button to perform the Cleardown function.

ClosedButtons
ClosedAgree & Cleardown

This button can only be pressed once. Once selected, the screen will be locked to the user until this process has been successfully completed and before being able to progress to the next step (Process Year End):

Once the 'Agree & Cleardown' button has been clicked, the email message will display the Customer Name & Tax Reference Number and Pay Frequency (Weekly, 2 Weekly, Monthly) together with the following statement:

If you are happy to proceed with the Final processing of your Year End, then please click on the 'Process Year End' button on the Tax Year End and Declaration screen.

ClosedProcess Year End

Pressing this button signifies the EOY for EPS submission in accordance with Payroll schedules. This will also roll the payroll into Tax Period 01 as of 2017/18.

It is important to note that this button cannot be pressed without first the 'Agree & Cleardown' button being pressed and the Cleardown being successful. When 'Process Year End' has been selected, the following Warning message will be displayed:

You need to select 'Agree & Cleardown' before selecting 'Process Year End'.

 

 

Select Finish >> to finish the workflow or select Back >> to return.

Click this link --> Employee Pay Wizard if you want to go to the Wizard's Help.