“Start New Tax Year” means wrapping up (closing) the current tax year data and moving on to start processing the pay for the new tax year beginning from 6th April.
There are a few simple prerequisites before you start the new tax year.
  • Ensure that you have processed all the pay for all your employees for the year and have E-filed all the FPS returns for the current tax year.
  • Completed processing all leavers.
  • To correct any error in the Final FPS E-filed by using the rollback function.
  • 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 the button 'Test User with Test Data to Start NEW TAX YEAR'.

Important Notes:-

  • Our service allows you to start the new tax year only after 31st March.
  • Once you approve and commit the Final Submission for the Tax Year (FSY) data, you cannot change any of the data for the approved tax year.
  • After approving and committing the data you can E-File EPS YTD Data immediately or if you do not wish to E-File your data now and want to simply approve the data, you can stop here and always come back later. Please be informed that you cannot start the new tax year without E-Filing your data. The deadline for E-Filing is 19th April.
  • Be aware that if you start the new tax year immediately without completing the prerequisites i.e., if you choose the 2nd option, by clicking on the button 'Test User with Test Data to Start NEW TAX YEAR' 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 31st March each year so, you can run the pay for the new tax year before the new tax year actually starts.

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.
Road Map - Moving to the new tax year
Others -> Start New Tax Year -> Option 1 'Regular Payroll User with Live Data to Start NEW TAX YEAR' / Option 2 ' Test User with Test Data to Start NEW TAX YEAR'
( 'Others' is the button positioned in the tasking zone menu at the top. It is the first button on the right.)