Year-End Guide - Payroll Software - IRIS Software

IRIS BUREAU PAYROLL 

Year-End Guide 

www.iris.co.uk/bureau-payroll

Dear customer 

Welcome to your guide to completing payroll year end 2012. 

The guide contains: 

• Year end help - step by step instructions for completing and submitting your year-end returns online 

and moving your Clients into the new tax year 

• Company checklists - you can print a checklist for EACH of your Clients and use it along with the 

year end guide, ticking each step as you complete it 

• Troubleshooting - solutions to common problems 

• Dates to Remember – all the dates relevant to year end at a glance 

• Legislation information - details of the legislation changes that have been included in the software 

• Contact details - a handy reference for important contacts during year end 

Please note: all employers must file electronically. There are very few exceptions: if you think 

a Client may be permitted to submit a paper return please contact HMRC first. 

www.iris.co.uk/customer 

2

Contents 

Year-end preparation ................................................................................................................................. 4 

Checklist 1 - Send year-end return then start 2012/2013 tax year ............................................................ 6 

Checklist 2 - Start 2012/2013 tax year then send year-end return ............................................................ 7 

Year end online filing - step by step ........................................................................................................... 9 

Troubleshooting ....................................................................................................................................... 15 

Tax, NI and Statutory Payments Rates for 2012 / 2013 .......................................................................... 17 


3

Year-end preparation 

Before you start your year end procedures, there are some important checks to make: 

• Have you got enough of the correct year end forms? 

Electronic filing is compulsory, so you only need to print P60 forms. You only need to give P60s to 

current employees; you do not need to print P60s for employees who have left. 

IRIS has produced a variety of forms specifically designed for your software. Please contact us for 

details on 0844 815 5700 or go to www.iris.co.uk/stationery to order your stationery online. You 

can also email us at stationery@iris.co.uk. 

Alternatively you can print the P60s on plain A4 paper using the Plain Paper Laser P60 – click on 

the ‘Reports’ tab, click ‘Year-end Reports’ and select ‘Plain Paper Laser P60’ (if it is not included 

in the menu you need to select it using the Report Manager first). 

You can also order P60 forms from HMRC - order P60 single sheet forms for 2011/2012. 

Important note: Forms must be PORTRAIT LASER style. Remember to order well in advance. 

• Have you registered with HMRC Online? 

You need to register with HMRC’s Online Services before you can file online – it can take some time 

so make sure you do this well in advance of year end. 

To register, click on the ‘Online Filing’ tab and select ‘Online Filing Registration’ – this will open 

the HMRC registration web page. 

If you had already registered before you started using this software you will already have an ID and 

Password for HMRC’s Online Services. You can use these with IRIS Bureau Payroll; you do not 

need to register again. 

• Have you installed the year end update? 

To make sure, check the version number in the title bar along the top of the screen. It should read 2.6.0. 

• Have you read this guide through carefully? 

Familiarise yourself with the year-end process before you start. In particular, you need to decide 

which of the two process options you are going to follow: 

Checklist 1 - Send year-end return 

then start 2012/2013 tax year (page 6) 

Finish 2011/2012 payrolls 

Send submission 

Start 2012/2013 payrolls 


Checklist 2 - Start 2012/2013 tax year 

then send year-end return (page 7) 

Finish 2011/2012 payrolls 

Start 2012/2013 payrolls 

Send submission 

The first option is more logical and doesn’t involve switching between current and previous tax 

years, so it is the method we recommend. However, you may need to start running 2012/2013 

payrolls before you send a year-end return, particularly if you have clients with weekly payrolls, in 

which case the second option may better meet your needs. 

If you have several clients in IRIS Bureau Payroll you may decide to use the first process for some 

clients and the second process for others. 

4

This guide contains two checklists, one for each option. We recommend that you print a copy of the 

appropriate checklist for each Client, write the company name at the top, and use it to check off each 

step as you complete it. 

Important note: HMRC’s Gateway is ready now for your submissions - you do not need 

to wait until the 6 April. We recommend you file as soon as you can to avoid busy periods 

later on. Remember to install version 2.6.0 of IRIS Bureau Payroll first. 

• Have you entered the Tax District and Reference number for each of your Clients? 

This is essential for online filing. To check, click on the ‘Company’ tab, click ‘Company Details’ and 

click on the ‘HMRC’ tab. You need to do this for each Client you have in IRIS Bureau Payroll. You 

can also do this in the Clients section of the Bureau Dashboard. 

• Are you prepared to back up your data? 

Make sure you know your back up procedure. 


5

Checklist 1 - Send year-end return then start 2012/2013 tax year 

Use this checklist if you plan to send a year-end return before you start running payrolls in the 

2012/2013 tax year, i.e. Option 1 as described on page 6. 

Company name 

Company number 

Completed by 

Date 

Before you start make sure you have installed version 2.6.0 of IRIS Bureau Payroll 

Step 1 Calculate and finalise all the payroll periods up to the end of 2011/2012 

Step 2 Issue any outstanding P45s for the 2011/2012 tax year 

Step 3 Check online filing user credentials have been entered correctly 

Step 4 Make sure the Month End Summary (P32) screen contains the correct figures 

for all months in the tax year 

Step 5 Check the year-to-date NI for Directors if you started using IRIS Bureau Payroll 

part of the way through the tax year 

Step 6 Follow the instructions in the Reconciliation Guide to reconcile your figures 

Step 7 Back up your 2011/2012 data. Use the space below to keep a record of where 

you saved it and when you did this: 

Back up details 

Location/filename 

Date/Time 

Step 8 Complete the P35 Part 3, 4 & 5 Checklist and Declaration 

Step 9 Submit your year-end return to HMRC using the Online Filing screen 

Step 10 Print P60 forms and give to your employees by 31 May 

Step 11 Change NI Letters if employees are on ‘F’, ‘G’ or ‘S’ 

Step 12 Run the Year-end Restart process 

Step 13 If your client newly qualifies as a small employer, tick the ‘Small Employer 

Relief’ box 

Make sure you know about changes to the software and payroll legislation by reading the Release 

Notes – click on the ‘Help’ tab and click ‘Release Notes’. 

If you need to start running your 2012/2013 payrolls before you send your year-end return, see 

Checklist 2 - Start 2012/2013 tax year then send year-end return on page 7. 

If you are submitting the return on behalf of a client you can print an Online Submission 

Authorisation which you can then ask your client to sign. This report is available for selection 

from the Year-end category in the Report Manager. 


6

Checklist 2 - Start 2012/2013 tax year then send year-end return 

Use this checklist if you plan to start running payrolls in the 2012/2013 tax year before you send your 

year-end return, i.e. Option 2 as described above. 

Company name 

Company number 

Completed by 

Date 

Before you start, make sure you have installed version 2.6.0 of IRIS Bureau Payroll 

Calculate and finalise all the payroll periods up to the end of 2011/2012 (see Step 1) 

Issue any outstanding P45s for the 2011/2012 tax year (see Step 2) 

Change NI Letters if employees are on ‘F’, ‘G’ or ‘S’ (see Step 11) 

Run the Year-end Restart process (see Step 12) 

If your client newly qualifies as a small employer, tick the ‘Small Employer relief’ box 

(see Step 13) 

Now you can run payrolls in the 2012/2013 tax year. Make sure you know about changes to the 

software and payroll legislation by reading the Release Notes – click on the ‘Help’ tab and click 

‘Release Notes’. 

When you are ready to send your year-end return for 2011/2012, click on the ‘Year-end’ tab and click 

‘Use Last Year’s Data’. This will temporarily restore the 2011/2012 data for your company – see the 

section Using Last Year’s Data on page 8 for more information. 

Please note: always check which copy of your client’s data you are using – the tax 

year is shown in the title bar at the top of the screen. If you switch to a different 

client or log out of IRIS Bureau Payroll your CURRENT YEAR’S data is re-instated. 

Check online filing user credentials have been entered correctly (see Step 3) 

Make sure the Month End Summary (P32) screen contains the correct figures for all 

months in the tax year (see Step 4) 

Check the year-to-date NI for Directors (you only need to do this if you started using IRIS 

Bureau Payroll part of the way through the tax year) (see Step 5) 

Follow the instructions in the Reconciliation Guide to check your figures (see Step 6) 

Back up your 2011/2012 data (see Step 7). Use the space below to keep a record of where 

you saved it and when you did this: 

Back up details 

Location/filename 

Date/Time 

Complete the P35 Part 3, 4 & 5 Checklist and Declaration (see Step 8) 

Submit your year-end return to HMRC using the Online Filing screen (see Step 9) 

Print P60 forms (remember your client needs to give these to employees by 31 May) (see 

Step 10) 

You have completed the year-end processes, so you can return to the current year’s data and continue 

running payrolls for 2012/2013 – click on the ‘Year-end’ tab and click ‘Close Last Year’s Data’. Check 

that the year shown in the title bar at the top of the window is 2012/2013. 


7

Using Last Year’s Data 

During the Year-end Restart process IRIS Bureau Payroll makes a copy of your Client’s 

2011/2012 data – this will be known as ‘Last year’s data’ once you start using the 2012/2013 

data. 

You can access last year’s data at any time after you run the Year-end Restart: click on the 

‘Year-end’ tab and click ‘Use Last Year’s Data’. This will temporarily restore the 2011/2012 

data for your Client. When last year’s data is in use, the title bar at the top of the screen will 

show tax year 2011/2012. 

You can use last year’s data just as you would the current year’s data – amend employees, take 

backups, print reports and so on. Any changes made are saved, so if you re-instate the current 

year’s data then return to last year’s data again; the changes made to last year’s data remain. 

If you want to return to the current year’s data, click ‘Close Last Year’s Data’ (this replaces the 

Use Last Year’s Data button while you are using last year’s data). The current year’s data is 

also re-instated if you change company or close IRIS Bureau Payroll. 

You can check which year’s data you are using at any time by looking at the tax year displayed 

in the title bar. 


8

Year end online filing - step by step 

Carry out steps 1 to 13 for each Client you have in IRIS Bureau Payroll. If you plan to start running 

payrolls for 2012/2013 before you send your year-end return, you need to complete these steps in a 

different order – please see Checklist 2 - Start 2012/2013 tax year then send year-end return on 

page 7. 

Before you start, make sure you have installed version 2.6.0 of IRIS Bureau Payroll 

Step 1 Do payroll runs 

Calculate and finalise all your Client’s pay periods up to the end of the 2011/2012 tax year. 

Step 2 P45s 

Issue any P45s for employees you do not intend to pay in the 2012/2013 tax year (you will not be able 

to do this after the Year-end Restart). 

Step 3 Configure online services 

Ensure you have entered your online filing user credentials – click on the ‘Online filing’ tab, click 

‘Configure’ then click on the ‘Online Services’ tab. If you need help completing any of these fields, 

remember you can click ‘Help’ to display the online manual. 

Step 4 Month end summary 

Click on the ‘HMRC’ tab and click ‘Month end Summary (P32)’ Make sure this Month End Summary 

screen contains the correct figures for each month. 

Re-run Month End Processing 

If the figures for a month are missing or incorrect you can re-run the Month End Processing: 

• Click ‘Print Month-end’ - this will display the Month-End Summary report for March 

• Change the Month field at the top of the screen from March to whichever month is 

missing - this will display the Refresh button 

• Click the ‘Refresh’ button - this will display the Month End Summary report for the 

missing month 

• Print the report if you would like to keep a record 

• Click ‘Close’ - this will close the report screen and display a message asking if you want 

to perform the Month End Processing – click ‘Yes’ 

• The Month End Summary screen is updated to include the figures for the month that 

was missing 

Check that the Totals in the bottom row are correct for the complete tax year. 

4.1 Starting Mid-year 

If you started using IRIS Bureau Payroll for your Client part of the way through the tax year, make 

sure you have entered the correct Initial Figures – they must include the amounts for all months 

before the Client was put onto IRIS Bureau Payroll. The Initial Figures row is at the top of the 

Month End Summary screen. 


9

Step 5 Check Directors' NI calculation 

If the Client started using IRIS Bureau Payroll part of the way through the tax year and some employees 

are set up as directors (i.e. on Employee Details, Tax & NI tab the Director box is ticked) you must 

check their year-to-date NI calculations. 

To calculate directors’ NI you can do one of the following: 

• use the calculation described in HMRC’s leaflet ‘CA44 National Insurance for Company Directors’, 

which you can access by clicking on the ‘HMRC’ tab and clicking ‘Tax & NI Books’ 

• use HMRC’s National Insurance Calculator - Director’s Annual Earnings Period 2011-2012 

which you can find on the HMRC website at www.hmrc.gov.uk/calcs/nicd.htm 

Step 6 Check your figures 

Make sure the figures you are submitting reconcile. To view or print the Reconciliation Guide click on 

the ‘Year-end’ tab and click ‘Year-end Reconciliation’. 

Step 7 Back up your data 

Back up the 2011/2012 data. Click on the Application Button, select ‘Backup & Restore’ then select 

‘Backup Company Data’ or follow your standard back up routine. 

Step 8 Complete the P35 Checklist & Declaration 

Click on the ‘Year-end’ tab and click ‘P35 Details’. The P35 Details screen opens. Click on the ‘P35 

Part 3, 4 & 5’ tab. Tick the boxes which apply and complete any additional information that is relevant 

to your Client. 

If you are submitting the return on behalf of a client you can print an Online Submission 

Authorisation which you can then ask your client to sign. This report is available for selection 

from the Year-end category in the Report Manager. 

Step 9 Year-end online submission 

Please note: You may want to check the availability of HMRC’s Gateway before you try 

sending your submission. To do this, click on the ‘Online filing’ tab and click ‘Gateway 

Availability’. A webpage opens with a list of HMRC services. Scroll down the webpage and 

click on ‘Pay As You Earn (PAYE)’ 

9.1 Start the online submission process 

Click on the ‘Year-end’ tab and click ‘Send Submission’. The Report Preview screen opens 

displaying the Totals on the End of Year Submission report. 

If the Discrepancies report is displayed instead, please see Q.1 What should I do if the 

Discrepancies report is displayed? in the Troubleshooting section. 

Review the Year-end Report 

Check the figures on the Totals on the End of Year Submission report. If they are correct 

click ‘Print’ to print a copy for your records, if you wish. If the figures are not correct then go 

back to step 6. 


10

9.2 Open the Online Filing screen 

Click ‘Close’ to close the Report Preview screen. The Online Filing screen opens with the 

Revenue Details tab selected. 

9.3 Check the figures 

Check that the figures shown on the Online Filing screen, including the Amount already paid 

to HMRC are correct. If not, go back to step 6. 

If you want to double-check the online filing credentials or the P35 Checklist/Declaration 

information you entered, you can click on the Sender Details or Checklist/Declaration tabs, 

however you cannot amend any information here. If you need to change any of the details on 

these tabs, refer to steps 3 and 8. 

9.4 Online Filing settings 

This screen contains some fields that only rarely need to be changed: 

• Whole Submission/P14 Only Part Submission – leave this set to ‘Whole Submission’ 

unless this IRIS Bureau Payroll company contains details for only some of your Client’s 

employees. This could happen, for example, if you only do their directors’ payroll 

If you need to send a P14 Only Part Submission the rest of the P14s and the P35 

must be sent separately. If you only look after part of the Client’s payroll, the person or 

company who looks after the rest should send the missing P14s. You or they can send 

the P35 details manually using HMRC’s website 

• Ceased Trading Date - leave the Ceased Trading tick-box and Date field blank. You only 

need to use these fields if your company has ceased trading 

• Return Type - leave this set to ‘Original’ 

9.5 Start the submission 

In the Submission Type field use the arrow to select ‘Normal’ then click ‘Submit Document’. 

(You should only use the other Submission Type options if instructed to do so by our Support 

team.) 

A Test submission, even if it is successful, is not accepted as a valid submission by HMRC 


11

Before the return is sent, you have a final chance to check the figures. The Submission 

Details screen opens, showing a summary of the data to be submitted. If you would like to keep 

a copy for your records click ‘Print Summary’. If you are submitting the return on behalf of a 

client you can click ‘Print Authorization’ to print a simple authorisation form which you can ask 

your customer to sign (a more comprehensive authorisation form is available in the Year-end 

category in the Report Manager). 

If the figures are correct, click ‘Accept’; if not go back to step 6. 

IRIS Bureau Payroll now connects to HMRC’s Gateway to make the submission. 

Be aware that this may take some time - do not click Cancel! 

IRIS Bureau Payroll displays various messages telling you about the progress of the 

submission. You may see a ‘Deletion Request’ message – this is normal. 

9.6 The submission has been sent 

When the submission has completed successfully, the message ‘The EOY return has been 

processed’ appears on screen. Click ‘OK’. 

The Submission Details screen opens containing a summary of data that has been submitted. 

This screen also contains your Gateway ID (also known as Correlation ID or Submission 

Reference) which you should keep a record of in case you need to contact HMRC regarding 

the submission. Click ‘Print’ if you would like to keep a copy of this screen. Click ‘Close’. 

You will receive an email from HMRC telling you that your submission was successful. It may 

take some time to arrive, depending on how busy the Gateway is. 

Important note: It is important to keep this email in case there are any disputes about your 

submission. 

Step 10 Print P60 year-end forms 

Make sure you have selected the correct report for the forms you are using: click on the ‘Reports’ tab 

and click ‘Report Manager’ then select the ‘Year-end’ category, highlight the report you want to use 

and click the arrow button to include it in the list of Year-end Reports. Click ‘Save’ then click ‘Close’. 

If you are using pre-printed P60 forms, make sure your printer is loaded with forms designed for the 

current tax year. Click on the ‘Year-end’ menu then click ‘Print P60s’ and select the report you want to 

use from the list. 

Please note: P60s will only be printed for current employees. This is correct according 

to legislation. You must give the P60s to your employees before 31 May 2012. 

If you experience difficulties aligning your forms, use the ‘Margins’ button on the Report Preview 

screen to adjust the size of the margins - this will shift the text left/right or up/down. If you continue to 

have problems printing the P60s, try using the HP LaserJet 2100 printer driver with your printer. You 

can install it from your Windows CD. 

Step 11 Change NI letters if required 

Following the abolition of Contracted-Out Money Purchase (COMP) occupational pension schemes 

from the 6 th April 2012, employees on NI Rates ‘F’, ‘G’ or ‘S’ will need to have their NI Rates changed. 

You/your client should receive notification from Pension Administrators with regards to what to change 

an individual’s NI Rate. If changes are not made prior to the Year-end Restart process, this process will 

automatically amend employees NI Rates as follows:- 

• ‘F’ to ‘A’ 

• ‘G’ to ‘B’ 

• ‘S’ to ‘J’ 


12

Step 12 Year-end restart 

Click on the ‘Year-end’ tab and click ‘Year-end Restart’. A message appears explaining what will 

happen and asking you to confirm. Click ‘Yes’. A second message appears warning you that the tax 

calendar will be updated and asking you to confirm again. Click ‘Yes’. 

The Year-end Restart process automatically takes a copy of your Client (this will now be known as 

Last Year’s Data), removes old data and applies changes for the new tax year. If your Client qualified 

for small employer relief in 2011/12 a message appears asking if you want to continue in the new tax 

year. If you respond ‘No’, IRIS Bureau Payroll will disable the Small Employer Relief setting for you. 

Please note: The copy of Client data made during the Year-end Restart is overwritten each year, 

so it is NOT a substitute for your end-of-year backup. You may need your end-of-year backup for up 

to seven years in the future. 

Year-end Restart in Detail 

The Year-end Restart process is automatic, however you may be interested to know exactly 

what happens. 

1. A backup is made and stored in the LastYear folder. 

2. The year-to-date figures are cleared. This includes: 

• the to-date figures you can access from the Home menu when you click To-date History 

• the figures on the Employee Details screen’s To-Dates tab 

• the To-date figures for Pay Elements such as Rates and AEOs (the to-date figures for a 

Pension are cleared only if the Clear Totals field for the Pension is set to Annually) 

3. Your employee tax codes are updated in line with the budget. 

4. If you specified a tax code in the Default Employee screen, and that tax code is affected by the 

budget changes, IRIS Bureau Payroll updates the default employee tax code too. 

5. For all employees the Week 1 / Month 1 box (in the Employee Details screen’s Tax & NI tab) 

is un-ticked – i.e. the tax code basis for all employees is set to cumulative. 

6. The Payroll Calendar is updated: 

If you have a weekly payroll, IRIS Bureau Payroll will create payroll dates in the new year on 

the same day of the week as the previous year’s dates. For example, if you pay your 

employees weekly each Friday, the payroll dates in 2011/12 were Friday 8 April, Friday 15 

April and so on. In 2012/13 your payroll dates will automatically be set to Friday 6 April, Friday 

13 April etc. 

If you have a monthly payroll, IRIS Bureau Payroll will create the payroll dates in the new year 

based on the option you selected such as Last Working Day of Month. 

If you changed one or more payroll dates manually IRIS Bureau Payroll will NOT carry this 

change forward into the new tax year. For example, if you normally pay employees every 

Friday, you may have amended the pay date in the Christmas week from Friday 23 

December to Thursday 22 December. You need to apply this type of change manually after 

the Year-end Restart has completed. 

7. If the Small Employer Relief box is already ticked (indicating that your company qualified for 

small employer relief in 2011/12) a message appears asking if you want to enable small 

employer relief again for the new tax year. If you respond ‘Yes’ nothing will change. If you 

respond ‘No’, IRIS Bureau Payroll will remove the tick for you. (The Small Employer Relief 

tick-box is found by clicking the Company tab, clicking Company Details and selecting the 

HMRC tab.) 

After you have completed the Year-end Restart you can still access last year’s data – see Using Last 

Year’s Data on page 8. 


13

Step 13 Small employer relief 

If your company newly qualifies as a small employer for the 2012/2013 tax year, you need to click on the 

‘Company’ tab, click ‘Company Details’ select the ‘HMRC’ tab and tick the ‘Small Employer Relief’ box. 

The definition of a small employer for tax year 2012/2013 is one who paid, or was liable to pay, total 

gross employees’ plus employer’s Class 1 National Insurance contributions of £45,000 or less during 

the 2011/2012 tax year. Companies who qualify for small employer relief can claim extra compensation 

for SMP, OSPP, ASPP and SAP payments. 

Make sure you know about changes to the software and payroll legislation by reading the Release 

Notes – click on the ‘Help’ tab and click ‘Release Notes’. 


14

Troubleshooting 

Q.1 What should I do if the Discrepancies report is displayed? 

When you click Send Submission IRIS Bureau Payroll checks your Client’s data for discrepancies. If 

any discrepancies are found, IRIS Bureau Payroll displays the Discrepancies report. This shows the 

employee’s name and the figure or figures with the problem. The submission cannot continue until the 

problems highlighted by the Discrepancies report have been fixed. 

A discrepancy occurs if an employee’s year-to-date figure does not match the total of the amounts for 

each pay period. Discrepancies can occur in many different figures, such as employee’s or employer’s 

NI, Tax Paid and so on. The Discrepancies report indicates the problem and shows both the Year To 

date Figures and the Total This Period Figures (i.e. the total of the amounts for each pay period). 

You need to decide what the correct figure should be. 

• On the side bar, double-click the employee to open the Employee Details screen then click on 

the ‘To-Dates’ tab. 

• Click on the ‘Employee’ tab and click ‘To-date History’. Select the value which appears on the 

Discrepancies report. The History screen for that figure opens, displaying the historical values 

with the corresponding year-to-date amount. 

• Decide which figure is correct, the totals of the individual periods or the year-to-date amount. 

• Close the History screen but LEAVE THE EMPLOYEE DETAILS SCREEN OPEN then correct 

as below: 

NI discrepancies 

• Click on the ‘Employee’ tab then click ‘NI Adjustment’. A warning message appears, click 

‘OK’ 

• The NI Adjustment screen opens, click on the ‘Summary’ button 

• The NI Summary screen opens 

• Enter the correct values in each column then click ‘OK’ 

• If the figures in here are correct already you just need to click ‘OK’ 

Tax discrepancies 

• Click on the ‘Employee’ tab then click ‘Alter To-dates’ 

• A warning message appears, click ‘Yes’ 

• The fields on the To-Dates tab are now editable 

• Enter the correct values in each field then click ‘Save’ then click ‘Close’ 

Go back to Step 7 – Check your figures. If your figures reconcile, continue with the steps in the order 

on your checklist. 

If your figures do not reconcile, please contact Support 

Q.2 I am getting ‘Cannot Connect’ when attempting to file online, what should I do? 

This means that something is interfering with, or blocking, your Internet connection. It is impossible for 

us to say exactly what but you may want to try the following: 

• Turn off virus checkers 

• Internet Explorer version should be 6 or higher with 128 bit encryption 

• Internet security programs, surf control, privacy control programs etc. should be checked to 

ensure they do not interfere with access. If in doubt they should be turned off 

• Firewalls should be checked to ensure they do not impose any restrictions to traffic on port 443 

(https) for BOTH inbound and outbound traffic 

• If you have a proxy server which enforces authentication on a per connection basis, this should 

be disabled or bypassed. Unfortunately, IRIS Support will not be able to help you with this due 

to the large number of different proxy servers available. Please contact your IT department, or 

whoever is responsible for your IT, if you need assistance. 


15

Dates to Remember 

Date Requirement 

5 April 2012 2011/12 tax year ends 

6 April 2012 2012/13 tax year begins 

19 April 2012 Final payments due to HMRC for tax year 2011/12 

19 May 2012 Annual year-end return to be submitted to HMRC 

31 May 2012 P60s to be given to employees by this date, excluding any leavers during the tax year 

6 July 2012 P9D and P11D forms to HMRC by this date 

19 July 2012 Payment of Class 1A NIC on P11D benefit in kind due 


16

Tax, NI and Statutory Payments Rates for 2012 / 2013 

Income Tax 

Tax Bands Other Details 

Rate Band (£) Emergency Tax Code 810L 

20% 1 to 34370 Student Loan threshold 15795 

40% 34371 to 150000 Student Loan rate 9% 

50% Over 150000 

Pay Period 

2011- 

12 

National Insurance 

NI Bands (£) 

LEL ST PT UAP UEL 

2012- 

13 

2011- 

12 

2012- 

13 

Weekly 102 107 136 144 139 146 770 770 817 817 

2 Weekly 204 214 272 288 278 293 1540 1540 1634 1634 

4 Weekly 408 428 544 576 556 585 3080 3080 3268 3268 

Monthly 442 464 589 624 602 634 3337 3337 3540 3540 

Annual 5304 5564 7072 7488 7225 7605 40040 40040 42475 42475 

LEL = Lower Earnings Limit 

ST = Secondary Threshold 

PT = Primary Threshold 

UAP = Upper Accrual Point 

2011- 

12 

2012- 

13 


2011- 

12 

UEL = Upper Earnings Limit 

NI Rates (Employee)(%) NI Rates (Employer)(%) 

Band A D B/E C J L A,B,C, J D,E L 

< LEL Nil Nil Nil Nil Nil Nil Nil Nil Nil 

LEL to threshold Nil 1.4 Nil Nil Nil 1.4 Nil 3.4 3.4 

Threshold to UAP 12 10.6 5.85 Nil 2 2 13.8 10.4 10.4 

UAP to UEL 12 12 5.85 Nil 2 2 13.8 13.8 13.8 

> UEL 2 2 2 Nil 2 2 13.8 13.8 13.8 

Values in section LEL to Threshold show the appropriate NIC Rebate % to the Primary and Secondary Thresholds 

Statutory Payments 

SSP Rate (Weekly) 85.85 Small Employers Relief Threshold 45000 

SAP Rate (Weekly) 135.45 SSP Reclaim Threshold 13% 

SMP Rate (Weekly) 135.45 Recovery Normal / Small Employer 92% / 100% 

SPP & ASPP Rate (Weekly) 135.45 Compensation (Small Employer) 3% 

Construction 

Industry 

Scheme 

National 

Minimum 

Wage 

Additional Details 

Registered Rate (Matched Net) 20% 

Unregistered Rate 30% 

VAT Rate 20% 

Oct 11 

Apprentice Rate 2.60 

Age 16 and 17 3.68 

Age 18 to 20 4.98 

Age 21 6.08 

2012- 

13 

2011- 

12 

2012- 

13 

17

Software and services available from IRIS 

Stationery order line 

0844 815 5700 

HMRC online service helpdesk 

0845 605 5999 

0845 366 7828 

helpdesk@ir-efile.gov.uk 

HMRC employer helpline 

0845 7143 143 

HMRC new employer helpline (for new business) 

0845 607 0143 

Support 

IRIS Payroll Business 

Intelligent, easy to use payroll software for smaller businesses 

IRIS Payroll Professional 

Flexible payroll software for medium sized businesses, HMRC accredited 

IRIS Bureau Payroll 

Intelligent management for multiple payrolls 

IRIS Bureau Club 

Exclusive services and benefits for bureau payroll professionals 

IRIS P11D 

The easy way to complete employee expenses and benefits returns 

IRIS HR Manager 

The easy way to keep employee data up to date 

IRIS Accounts Office 

Smarter accounting for growing businesses 

IRIS Backup 

The easiest, most secure way to back up and restore your business files 

0844 815 5661 

0844 815 5665 

iris.co.uk/contactsupport 

IRIS SME Solutions PO Box 33, Wigan, WN5 0FS 

IRIS, IRIS Software & Services and IRIS PAYE-Master are trade marks. IRIS SME Solutions is a trading name of IRIS Business Software Ltd which is part of the IRIS Group. © IRIS Business Software Ltd 2012. All rights reserved. 

Microsoft, Windows Vista and Windows logo are registered trade marks of Microsoft Corporation in the United States and/or other countries. All other trade marks are the property of their respective owners. 

iris.co.uk/customer

Year-End Guide - Payroll Software - IRIS Software

Create successful ePaper yourself

Delete template?

Save as template?