Before processing Period 1 of the 2023/2024 tax year

Before processing Period 1 of the new tax year, you need to:

  1. Make sure you are in Period 1 of the 2023/2024 tax year.

  2. Set up a 2023/2024 payroll calendar.

  3. Print P60s (if you still issue paper copies).

  4. Integrate P60s with employees’ records in HR.

  5. Set the Apprenticeship Levy allowance for each payroll company and frequency that your organisation uses, in Legislation > Apprenticeship Levy Legislation.

    For more information, see About the apprenticeship levy.

  6. Update, save and calculate employees’ details for statutory payments (Input tab), to make sure the appropriate new rates are used in payment schedules

  7. Employers with a Class 1 secondary NI liability of £100,000 or more are no longer eligible for Employment Allowance. In line with legislation changes, Employment Allowance configuration is cleared down during Year-End and needs to be reconfigured during period 1.

  8. Update Maintenance > Legislation > Employment Allowance Legislation.