⚠️ Bundle Update - Wait till notified of Update!
Do not run any End of Year / New Tax Year processes until you have been notified that your bundle has been updated to the most recent release
This guide breaks down each step required to complete your end of year obligations.
End old and start new tax year timeline & activities
| Due Date | Step | Deadline Type | Activity in ZonePayroll | Description |
|---|---|---|---|---|
| Until 5th April | Check if all employee records are correct | Tax Year End | ✅ | Tidy up and ensure all records of the previous tax year are correct |
| 5th April | Pre - Finalize Payrun Activity | Tax Year End | ✅ | Ensure all Full Payment Summaries (FPS) for payruns for the tax year have been submitted and completed |
| 6th April | Start New Tax Year | |||
| 19th April | 1. Submit Employer Payment Summary (EPS) | Final Submission | ✅ | Ensure the Final Employer Payment Summary (EPS) for the tax year has been submitted |
| 31st May | 2. Employee P60 End Of Year Certificates | Submit P60 to Employees | ✅ | Summarize and Distribute the Employee P60 End Of Year Certificates |
| 6th July | 3. UK EOY Expenses & Benefits P11d(b) | Submit P11D/P11D(b) | ✅ | Submit the P11D(b) and distribute the P11D forms to employees |
| 22nd (19th) JULY | Class 1A National Insurance Contributions to Benefits in Kinds | Non-Payrolled Payments of Benefits in Kind | ✅ (mostly supported) | Payments of class 1A National Insurance Contributions on benefits in kind to HMRC (if not submitted online, the 19th of JULY deadline applies |
Pre-Activities Before End of Tax Year
Prior to completing any of the end of year steps you must ensure all payroll activity for the tax year has been completed and submitted. Please review the links below:
Once you have completed these steps you can proceed to the first step 1. Submit Employer Payment Summary (EPS)
Start of Year Process
⚠️ Note The end of year process is independent of new tax year pay runs; if you have not completed the end of year process you can still initiate a payrun with a pay date in the new tax year as long as you have completed new tax year preparation