Solution Properties
Solution ID:
210124174456740
Last Modified Date:
Tue Apr 09 07:37:13 UTC 2024
Taxonomy Path:
Case category//How do I...//an integration
Author:
[email protected]
Upload P60s - Online Bureau
Description

You must produce a P60 for all employees that your clients employ as of 5 April. The deadline to issue the P60 to each employee is 31 May. You don't need to produce a P60 for any employee who leaves on 4 April or earlier.

Once you send your final submission of the tax year, you can upload your P60s. You can choose to either publish them straightaway or, to schedule a date to publish them.

Cause
Resolution

Upload Online P60s

  1. Click Payroll, then Change Process Date and set it to 05/04/2024.
  2. Click Payroll Year End, then click Choose Tax Year.
  3. Ensure the tax year is 2023/2024, and the reports date is 05/04/24, click OK.
  4. Now click Produce P60s, then click Upload.
  5. Check the information in the summary is correct.
    If required, you can print this information for your records. To do this click Print Summary.
  6. Click Upload. A confirmation message appears that your P60s have been uploaded and are ready to publish.
  7. To publish your P60s straight away, click Login and Publish P60s.
  8. Enter your Sage ID and click Sign In.

If not all employees appear, in Sage 50 Payroll ensure you have enabled Online Documents in the employee record before you upload P60s.

Publish your P60s

  1. Click P60s, then Pending P60s.
  2. Ensure the tax year filter is set to show the required year.
     NOTE: The earliest tax year your software can upload is 2019/2020. 
  3. Select the check box next to each employee you'd like to publish. 
    • Or, to publish all employee P60s, select the check box in the column heading
  4. Click Publish P60s.
  5. Click Publish immediately, then click Update P60s.
  6. Or, select Publish on the following date.
  7. Enter the date, then click Update P60s.
  8. To view the P60s that have been published, click Published P60s.
  9. Click Close, then click Close.
  10. Select the I have produced my P60s check box.
  11. Click Close.

Unable to upload P60s

If you get an error when uploading a P60, take a look at our list of common errors and how to resolve them. Errors uploading payslips/P60s to Online Services >

[BCB:183:Oli Footer CB with feedback:ECB]
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