Payroll Accord year-end update procedure checklist (hosted customers) – Ciphr

This checklist is for hosted 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

The Steps below should be carried out for each company starting from Company 01

Step details		Completed
Step 3: Data validation, reconciliation of year to date totals, printing year end reports		☐
3.1	Run Data Validation and correct all errors if there are any	☐
3.2	Run RTI Submission To Date Summary Validation, correct all errors if there are any, resubmit RTI files accordingly	☐
3.3	Print RTI YTD Summary Reports	☐
3.4.2	Print P35 Continuation Sheet report	☐
3.4.5	Print P32 Yearly Totals report	☐
	Reconcile YTD total figures	☐

⚠ 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		☐
4.1	Create New Tax Year in the company	☐
4.1.7 - 4.1.8	Adjust default calendar if you are in company 01 or in a company with a company specific payroll calendar	☐
4.2	Reset employees Accumulators	☐
4.3	Update Employees Tax Codes	☐
4.4	Delete Employee Processing History	☐
4.5	Check Pension Rates	☐
Step 5: P60s distribution		☐
5.1	Print P60s	☐
5.2.1	Email e-P60 forms to your employees	☐
5.2.2	Confirm that the P60 forms are available on the secure online portal. If not, please contact Customer Care	☐

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