• Ensure that you have processed all the pay for all your employees for the year.
• Approve the current tax year's End of Year (P14 and P35) data. This will commit the final EOY data permanently.
• If you are an employer who needs to file a Supplementary Return you must approve the P38A data before you start the new tax year. If you do not approve the P38A data, the data will be lost and you won't be able to retrieve it after you start the new tax year. Please note that the P38A should be e-filed to HMRC at the same time as the P35 Employer Annual Return.
• If your current tax year data is simply test data entered for you to learn about the package and you do not want to submit this data to HMRC, then you can start the New Tax Year immediately without completing the above prerequisites. To do this simply click on Option 2 Start New Tax Year.

Important Notes:-

• Our service allows you to start the new tax year only after 15th March 2009.
• Once you approve and commit the EOY data, you cannot change any of the data for the approved tax year.
• After approving and committing the data you can either E-File the returns immediately, or you can E-file them later i.e., after you start the new tax year. Simply sign in to our service at anytime and click on E-File documents under E-Filing / EOY on the menu bar.
• Be aware that if you start the new tax year immediately without completing the prerequisites i.e., if you choose the 2nd option, all your current year's data will be deleted and you cannot retrieve that data after you start the new tax year. This option is only for the users who consider the payroll data to be test / dummy data

To Start the new Tax year, click on Start New Tax Year from the Others drop down menu. The option to start the new tax year will be available after 15th March each year so, you can run the pay for the new tax year before the new tax year actually starts.

To Start the New Tax Year you need to first complete the current tax year End of Year (EOY) approval process. To do this now click on the End of Year (EOY) Process button and you will be guided step by step through the complete EOY approval process, after which you can start the new tax year.

If you have a P38A to approve, you need to do this before you start the new tax year otherwise the P38A data will be permanently lost when you start the new tax year. To approve the P38A, go to E-File documents under E-Filing / EOY on the taskin menu bar and click on the P38A Approval Process link. You will be guided step by step through the P38A approval process, after which you can start the new tax year.

If you have already completed the EOY and P38A approval, click on the button to start the new tax year. Please note that once you click on this button, the previous year's data will be frozen. You will be able to view/print the data in the Reports section but not make any changes to it. Please enter the Sign In Password you use when signing in to our website and click on the Confirm button to close the tax year and start the new tax year.

To complete the move to the new tax year you have to sign out from the system and then sign in again. You can now sign in to our service again and start processing the pay for the new tax year. You can view the previous year data in the Reports section.