The payroll year-end reports menu contains the options that should be run at payroll year end for statutory filing purposes - via the internet or for paper based filing and also a range of statutory year to date reports that you may wish to run as a part of the payroll year end process.
The PAYROLL YEAR-END REPORTS menu is displayed when you select the Year-end reports menu option from the PR REPORTS AND ENQUIRIES menu.
Cumulative NI totals: This report prints the cumulative NI totals by employee for the period to date.
P.A.Y.E totals: This report prints the P.A.Y.E. totals by employee for the period and period to date.
SSP recovery: Calculates whether you are entitled to reimbursement for any tax month under the Percentage Threshold Scheme.
P14/P60 forms: This options prints the P14/P60 forms for users of paper based returns.
P35 listing: This options prints a P35 listing over a range of payroll periods. You can only include the current payroll period once the payroll is confirmed.
P38A, P38(S) or P46 check list: This report prints a list of employees who should have details from a P38A, P38(S) or P46 submitted due to there being no statutory values for PAYE, NIC, SSP, SMP, SPP and SAP on their payroll records.
Magnetic media options: A sub menu allowing for archived year end data submitted by magnetic media to be reviewed. NOTE Magnetic media options are no longer supported within the payroll package having been replaced by internet filing.
Tax credit totals: This report prints the tax credit totals by employee for the period and year to date.
Year to date SSP details: This report gives details of each employee, or a selected employee, that has had SSP payments made in the current tax year. It can also summarise the Number of employees that have been sick, the number of days SSP paid, the value of SSP paid, the total value of SSP gross and the total value of SSP claimed.
Year to date SMP details: This report gives details of each employee that has had SMP payments made in the current tax year.
Year to date SPP details: This report gives details of each employee that has had SPP payments made in the current tax year.
Year to date SAP details: This report gives details of each employee that has had SAP payments made in the current tax year.
Year to date pension details: This report gives details of all pension contributions made by both the employer and employee for the current tax year.
Year to date COMP details: This report gives details of all COMP pension contributions made by the employer / employee listed by employee for the current tax year.
P11 report from log: This report lists for either a selected employee or all employees a P11 report from the P11 payroll log. A P11 report consists of the Payroll and NI / PAYE contributions.
Collection of Student Loans: This report gives details of each employee that has had a student loan collection in the current tax year.
Stakeholder pension export: This report exports employee details to a STAKE.csv file at a location defined by the STAKE export record. Use the System Utilities, Management menu, Export facilities option to define the export record.
Internet options: A sub menu allowing for the internet filing of payroll year end P14 and P35 data together with the printing of employee P60 forms.
