Process year end - checklist

1. Back up your Sage Instant Payroll data:

• Click Tools then click Backup and follow the steps in the Backup Wizard.

 Completed

2. End of year reports:

This step isn't mandatory, however we recommend you print all four reports for your records.

• Click End of year reports then click Deductions Working Sheet P11 (PAYE).
• Click Print Report, then check your printer settings then click OK.
• Click Close Reports.
• Repeat steps 2 and 3 for the other reports.
• Click Close Year End Reports.

 Completed

3. End of year submission:

• Set your pay date to 5 April 2021.
• Click End of year submission then click Continue.
• Check your company details, then click Submit.
• Check the information is correct, then click Submit.
• Once the submission is successfully sent, click the link provided then click Print.
• Click Close.

 Completed

4. P60 and Archive:

All employees still employed by you on 5 April 2021 must be provided with a copy of their P60 by 31 May 2021.

• Click P60 and Archive, then click P60 End of Year Summary.
• Click the relevant layout, then click Preview Report.
• Click Print Report, then check your printer settings.
• Click OK then click Close Reports.
• To archive, click Browse then browse to where you want to save the reports.
• Click OK then click Archive.
• Click Close P60 and Archive Reports.

 Completed

5. Complete year end process:

• Click Complete year end process.
• Click Complete the Year End process.
• Click Yes then click Print Summary.
• Click Continue then click Close Year End.

 Completed

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