Getting Ready for the New Tax Year

Before you can bring your employer into the new tax year, make sure these end-of-year steps are completed.

Step 1: Complete Your Final Year-End Tasks

1. Finish your last payroll – Process the final payroll for all pay frequencies.
2. Send PSR or ERR submissions – Submit any outstanding submisions to Revenue.

Step 2: Import Employer into the New Tax Year

1. Open the new year

   • Select the new tax year from the top-left drop-down menu.

     

      

2. Check employers

   • Employers not yet imported will show with a dotted icon.

     

3. Import employer
   • Click the employer’s name → Import

   • Or click the spanner icon → Import

     

   • Select Import Now
4. What transfers over
   • Employee details (except leavers)
   • Payroll schedule (auto-setup based on last year’s settings)
5. Ready to go!
   • Payroll can now be processed in the new tax year.
   • Revenue budget and Automatic enrolment updates are already applied.