End of Year P60 Process

At the end of each tax year, you can generate the P60 statements that every employer must provide to their employees. Use the Run End of Year P60 Report flow to produce P60 statements.

These are the support output types:

• Oracle Online eP60

• Oracle P60 Plain Paper Substitute

• P60 Substitute Self Seal LE(P)

Note: HMRC Single Sheet Portrait is no longer supported by HMRC from April 2022.

The eP60 is the electronic version of the P60 Plain Paper Substitute. You can edit the delivery preference for the P60 document type. Use the Document Type task to set up your delivery preferences. You can provide a direct link to the employees to view or download the P60 using the Document Records task.

These are the options available in the P60 process:

• P60 Generation

  Run at the end of each year to generate P60 reports. Use the flow Run End of Year P60 Report.

• P60 Selective Print

  Run this process to reprint previously produced P60s. This includes both the reprinting of original P60s, where there has been no subsequent replacements produced, and the reprinting of P60s that have had subsequent replacement P60s already produced. This process produces plain paper output only. For employees whose P60 is a replacement, the text Replacement Copy is printed on the P60. For employees whose P60 is not a replacement, the text Copy is printed on the P60.

  Use the flow Run End of Year P60 Selective Print.

• P60 Direct-End-of-Year Access

  You can provide links to your employees to directly access the P60 through Document Records. To do this, you can use this link:

  https://<env_url>/fndSetup/faces/deeplink?objType=DOCUMENT_RECORDS

  The employee can login using the provided link and view their P60. To view or download the document, click Attachments.

  Note: The P11D is only available in this view from April 2019.

Process Parameters

This table lists the report parameters to be used to run the P60 process:

Parameters	Description
Payroll Flow	A unique identifier for this payroll flow submission
Date in Tax Year	Any date in the tax year
Payroll Statutory Unit	PSU to run this process
Tax Reporting Unit	TRU within the selected PSU, for which to run the process.
Replacement	To specify whether you want to generate an original P60 or a replacement of a previously generated P60. This process produces the Plain Paper output and Document Records output only.
Paper P60 for Leavers After Tax Year End	Overrides the delivery preference of online and produce paper P60 for employees who have left after the P60 tax year. Use this for employees who don't have access to online documents after termination.
Employee Set	To conditionally print for a set of employees
P60 Template	The P60 template to be used. For printed P60's, you can specify the stationary to be used. If no template is selected, the P60 Plain Paper Substitute is used by default.
Process Configuration Group	Rules for processing, such as logging and number of threads.

Viewing Report Results

Once the process runs successfully, you can view the report results. To view the report: :

• Select the Go to Task option on the End of Year P60 Report task.

• Select View P60 Output Verification.

• Click View Report

  • Open the generated PDF file to review the P60s. You can print them with the appropriate stationary or plain paper, depending upon your output choices.

To view the eP60, go to Person Management -> Manage Document Records.

Note: The P60 output is produced according to the document delivery preferences that you have set.