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Checklist · Internal
Year-End Payroll Processing Checklist (UK)
Close one tax year and open the next without a single late P60.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 27 September 2026
Quick answer
Year-end payroll in the UK means sending the final Full Payment Submission for the tax year ending 5 April (or an Employer Payment Summary by 19 April if needed), giving employees P60s by 31 May, filing P11Ds and paying Class 1A National Insurance by the July deadlines, and updating tax codes and rates for the new year. Check each date on GOV.UK.
What are the key UK payroll year-end dates?
The tax year ends on 5 April. P60s are due to employees by 31 May, P11D forms by 6 July and Class 1A National Insurance payment by 22 July if paid electronically.
Your final FPS for the year should be marked as the final submission. If you need to correct anything after that, HMRC guidance explains how. Always confirm dates on GOV.UK, as they can change.
How do you manage year-end payroll across many clients?
Create a year-end task per payroll client with internal deadlines ahead of each HMRC date, and chase benefits information early.
Remindoo can create the year-end payroll job for every payroll client, assign an owner and send clients requests for benefits and expenses information well before the P11D deadline.
Checklist preview
0/8 done · showing 8 of 17 itemsThe full 17-item checklist is in the download below. Enter your name and email to get it as a Word or PDF file.
This is a standard checklist. Each firm's requirements may vary, so please cross-check everything against current GOV.UK, Companies House and professional body guidance before relying on it.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Turn this into a task and subtask template in Remindoo
Save each group as a task with subtasks, attach it to the right service and let recurring tasks create it for every client, every period. Each item gets an owner and a deadline, and nothing depends on someone remembering to print the list. See task and subtask templates.
Recurring tasks
Repeat work is created automatically on schedule.
See featureAutomated reminders
Timely prompts before work becomes urgent.
See featureEmail templates
Standard client messages ready to send.
See featureTrigger dates
Start work from key filing or internal dates.
See featureClient timeline
Full history of notes, emails and actions.
See featureWhat are the common mistakes?
- Chasing P11D information in June
- Not marking the final FPS
- Missing employees who left after year-end but were employed on 5 April
- Forgetting April minimum wage increases
- No internal deadlines ahead of HMRC dates
“Managing deadlines and tasks is much easier.”
Frequently asked questions
When is the P60 deadline?
Employers must give P60s to employees by 31 May after the tax year ends. Confirm on GOV.UK.
When are P11Ds due?
P11D and P11D(b) forms are due by 6 July, and Class 1A National Insurance by 22 July if paid electronically. Confirm on GOV.UK.
What is the final FPS?
The last Full Payment Submission for the tax year, marked as final so HMRC knows the year is complete.
Does Remindoo submit payroll to HMRC?
No. Submissions are made from your payroll software. Remindoo tracks the tasks, deadlines and client requests.
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Sources
Last updated 27 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
