Prerequisites

Before you run the end of year processes, ensure you:

  • Define HMRC reference information for each pay entity.

    The end of year processes require information such as the tax district and PAYE reference number. Enter this information on the Pay Entity Details page.

  • Set up your employer contracted out numbers (ECONs).

    Enter this information on the ECON Setup Table page.

  • Understand the HMRC's technical requirements and submission procedures.

    See HM Revenue and Customs Technical Guide "Submitting Year End Returns on Magnetic Media" – Reference CA51/52, HM Revenue and Customs Submission Instructions and Technical Specifications "Updating of Pay/Pension Identity Numbers" – Reference MT3, and HM Revenue and Customs Submission Instructions and Technical Specifications "Code Number Changes on Magnetic Media" – Reference MT1