UK End of Year Guide
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Welcome to the ICS UK End Of Year Guide.
Bundle 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.
| Due Date | Step | Description |
|---|---|---|
| 5th April | Pre - Finalise Payrun Activity | Ensure all FPS for payruns for the tax year have been submitted and completed |
| 19th April | 1. Submit Employer Payment Summary (EPS) | Ensure the Final EPS for the tax year has been submitted |
| 31st May | 2. Employee P60 End Of Year Certificates | Summarise and Distribute the Employee P60 End Of Year Certificates |
| 6th July | 3. UK EOY Expenses & Benefits P11d(b) | Submit the P11D(b) and distribute the P11D forms to employees |
Pre-requisities
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)
UK End of Year Guide
Start of Year Process
Note The end of year process is independant 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 preperation