Process year end - checklist

A checklist to help you process year end in Sage 50 Payroll.

1. Set your process date

1. Go to Payroll, then Change Process Date.
2. Enter 05/04/2026, then click OK.

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2. Choose tax year

1. To begin the year end process, on the navigation bar, click Payroll Year End.
2. Click Choose Tax Year, then click Yes.
3. Check the Tax Year is 2025/2026.
4. Check the Reports date is 05/04/2026.
5. If your company has ceased trading, in the Cessation Date box enter the date it ceased trading. Otherwise, leave this blank.
6. Click OK.

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3. Internet submissions

This is your final submission of the 2025/2026 tax year. Submit it no later than 19 April 2026.

1. Select Internet Submissions, read the Important Notice, then click Continue, and follow the on-screen prompts.
2. Once you've completed your submission, click the link provided, then click Print.
3. Select Close.

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4. Produce P60s

You must give a P60 to anyone you employ as of 5 April 2026. Provide them with this by 31 May 2026.

You don't need to produce a P60 for any employee who leaves on 4 April 2026 or earlier.

Select Produce P60s, then:

• Upload P60s to Sage HR Online Services
• Print your P60s
• Send P60s by email

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5. Back up data

At this point, we recommend you back up your data.

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6. Complete year end process

1. Click Complete Year End, then click Yes
2. If you keep mileage records, click Yes, or if you don't, click No
3. Click OK

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7. Distribute YE returns

This step is just a reminder that you must give your employees their P60s by 31 May 2026.

Also pay any tax and national insurance due to HMRC for tax month 12 by 19 April 2026 as normal.

To complete this step, simply click Close.

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