Payroll (Accord) year‑end: Complete process overview

• Completing your year‑end in Payroll Accord involves a series of tasks that help you close the current tax year, prepare for the new one, and produce and/or distribute P60s.
• The steps you need to follow will depend on whether you are an on‑premise or hosted customer.
• This overview explains the full process and links to each detailed article.

Who needs to complete which steps

On‑premise customers

You must complete all five parts of the process:

1. Year-end step 1: Payroll Accord application and database backup (on‑premise only)
2. Year-end step 2: Updating Payroll Accord software and database version (on-premise only)
3. Year-end step 3: Data validation, reconciliation of year to date totals, printing year end reports
4. Year-end step 4: Updating your data for the new tax year
5. Year-end step 5: P60s distribution

Please refer to the useful checklist linked below which will help you to follow the procedure in the most effective way and prevent any important steps from being missed for the overall end of year procedure:

• On-premise customer checklist

Hosted customers

You do not need to complete any database or software update tasks.

Start from:

1. Year-end step 3: Data validation, reconciliation of year to date totals, printing year end reports
2. Year-end step 4: Updating your data for the new tax year
3. Year-end step 5: P60s distribution

Please refer to the useful checklist linked below which will help you to follow the procedure in the most effective way and prevent any important steps from being missed for the overall end of year procedure:

• Hosted customer checklist
   

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