Prerequisites

Before you can run the EDI processes, you need to define the EDI Sender ID for your pay entities on the Pay Entity Details page.

You must also complete the P35 Checklist and Declaration group box on the Pay Entity Details page if you are submitting either a:

• P35.

• P14 and you have NIC holidays during the tax year.

If you are creating end of year returns, you may want to run the EOY Pre Validation report to validate your payee and pay entity data before running the EDI transaction. The report checks that payee and pay entity data conform to the HMRC validation standards and lists any payees and pay entity data that does not meet the standards. This enables you to identify invalid data that should be corrected before submitting the end or year return.