- This checklist is for on‑premise customers only with links to each step of the process
- It forms part of the Payroll (Accord) year‑end: complete process overview
- You can download a PDF printable version if preferred
| Step details | Completed |
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| Step 1: Payroll Accord application and database backup | ☐ |
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| 1.1 | ☐ |
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| 1.2 |
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| Step 2: Updating Payroll software and database version | ☐ |
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| 2.1 | ☐ |
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| 2.1.9 | ☐ |
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| 2.2 | ☐ |
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The Steps below should be carried out for each company starting from Company 01
| Step 3: Data validation, reconciliation of year to date totals, printing year end reports | ☐ |
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| 3.1 | ☐ |
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| 3.2 | ☐ |
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| 3.3 | ☐ |
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| 3.4.2 | ☐ |
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| 3.4.5 | ☐ |
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⚠ Important: Do you process benefits in kind via Payroll? If so, print/save BIKs EE Statements and ER Summary reports If you process car and fuel benefits through payroll, please complete Step 2.9 - Car/fuel benefits year-end procedure |
| Step 4: Updating your data for the new tax year | ☐ |
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| 4.1 | ☐ |
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| 4.1.7 - 4.1.8 | ☐ |
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| 4.2 | ☐ |
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| 4.3 | ☐ |
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| 4.4 | ☐ |
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| 4.5 | ☐ |
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| Step 5: P60s distribution | ☐ |
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| 5.1 | ☐ |
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| 5.2.1 | ☐ |
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| 5.2.2 | ☐ |
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