Submit an Employer Payment Summary (EPS)

TIP: Tax months run from the 6th of one month to the 5th of another, for example 6 April to 5 May. 

You can only submit an EPS from the 20th of the current month until the 19th of the following month. E.g. Month 1 submissions can be done between the 20th of April and the 19th of May.

Check the P32 - Employer Payment Record report

1. Click Reports then click Period End.
2. Click Form - P32 Employer Payment Record then click Preview.
3. Enter the tax month that you need to run the P32 for then click OK.
4. If there's any values on lines 6 to 14, you need to submit an EPS.

NOTE: If you forget to submit your EPS, you can add the values to the next submission because it's a cumulative submission.

Process a refund of tax or NI liability

If you're due a refund from HMRC for your tax or NI liability, you can receive this refund directly to your bank account via BACS. You need to submit your bank account details via the EPS so HMRC can make the refund:

1. On the Company navigation bar, click Settings.
2. Click the Bank tab then enter your bank account details.
3. Select the Use this account for HMRC refunds in the EPS check box.
4. Click OK.

Submit the EPS

Watch the video

Follow the steps