Once you set up Sage HR Online Services, it's quick and easy to upload your employees' P60s when you complete payroll year end.

You must provide your employees with their 2023/24 P60 by the deadline 31 May 2024.

When you upload P60s from Sage 50 Payroll, your employees can view their P60s in Sage HR Online Services right away.

NOTE: You can upload P60s for the current year as well as the previous three tax years.

Now let's run through the steps to upload your P60s.

Upload your employees P60s

You can complete the steps below to upload P60s whether you've just completed your year end, or if you return to upload P60s at a later date.

TIP: Before you upload P60s, if you haven't already click Payroll, then Change Process Date and check it's set to 05/04/2024.

1. Click Payroll, then Change Process Date.
2. Set this to 05/04/2024 then click OK.
3. Click Payroll Year End, then click Choose tax year.
4. Check that tax year 2023/2024 is selected, and that the reports date is 05/04/24, click OK.
5. Click Produce P60s, then click Upload.
   If you only need to upload a P60 for certain employees, clear the checkboxes to the left of your employee's names for all except those to upload.
6. Check the information in the summary is correct. If required, you can print this information for your records. To do this click Print Summary.
7. Click Upload. 
   

   A confirmation message appears that your P60s have been uploaded and are ready to view in Sage HR Online Services.

8. Enter your Sage ID and click Sign In.

You've now uploaded your employees' P60s. Employees can log in and view these within their profile.

TIP: If you need to upload one or more P60s for a prior tax year, follow the steps above but with the dates set to the required tax year. For example, for 2022/2023 P60s set the process date to 05/04/2023, select the tax year 2022/2023 and check the Reports date is 05/04/2023.

Getting an error when you 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 >

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