Payroll Year-End 24/25 Drop-In Session - Get Your Questions Answered

How Do i add the P60's to the payroll pack for the employer.

Hi there, Rebecca2025.

Including the P60s in the employer's payroll pack depends on your version of QuickBooks Online (QBO). Let me guide you with the details.

If you are already migrated to QuickBooks Online Payroll Core you have the ability to download Payroll history that contains the P60s of your employee.

Here's how:

1. Go to Payroll.
2. Select Overview.
3. Click on DOWNLOAD PAYROLL DATA (it includes P11, P32 document, P45, P60, and pay slips).
4. Open the downloaded zip file. (historic data)
5. Click on the Name of the employee reports.

However, if you're using QuickBooks Online Advanced Payroll and completed the final payroll of the tax year, follow these steps.

1. Navigate to Payroll and select the Payroll option.
2. Click the Reports tab.
3. Select P60 End of Year Certificates.
4. Choose the correct Financial Year from the dropdown list.
5. Click Show P60 certificates.
6. Select Actions.
7. Choose to Publish or Download the P60 form.

For more details on this process, you can refer to the article: Generate a P60 form in QuickBooks Online Payroll.

Additionally, I'm including these articles for future reference, allowing employees to conveniently access their payslips whenever necessary, as they are automatically published after payroll is processed: Invite employees to QuickBooks Workforce to see payslips, P60s and more.

Our team is here to offer complete support as you explore these opportunities. If you need any clarification or assistance with your P60s, please reach out through this channel. We appreciate the possibility of collaborating with you and look forward to helping you enhance QuickBooks for your users.

We've run the final pay runs for March 25. So planning for next steps:

When will P60s be available for 24/25? There is nothing in the Documents tab atm.

And when can we run the first payroll for 25/26 (April 25)?

I have also run the 24/25 M12 payroll for a number of clients and submitted the FPS to HMRC - No P60s have been generated - I never had this problem with Standard or Advanced payroll and could generate P60s as soon as the M12 payroll was run.. When will the system generate the P60s for Core Payroll ?

Hi there,

I need to change the pay schedule for some of our employees; I know I can do this at the change of the tax year but can you please tell me how?

Thank you

If you are using Core payroll you can create a new pay schedule via the employee employment details (strange place for it I know) : Once you create a new schedule you can then assign employees to it

Create a new pay schedule

1. Go to Payroll and select Employees (Take me there).
2. Select the employee you want to update.
3. In the Employment details section, select Edit.
4. From the Pay schedule ▼ dropdown, select + Add pay schedule.
5. Select a Pay frequency, Next payday, and End of next pay period.
6. Enter a Pay schedule name.
   Note: Uncheck the box if you don't wish to use this pay schedule for employees you add after this one.
7. Select Save.

To change the pay schedule for some of your employees, you can either edit an existing one or create a new schedule, @Three Winters. I will explain the process to you below.

If you're using the QuickBooks Online (QBO) Core Payroll, you can follow the steps outlined above by @Buzzit. However, if you're using the QBO Advance Payroll, you can easily modify an existing pay schedule or have a new one and assign it to your selected employees. Here's how to proceed:
 

1. Navigate to the Payroll menu and select Payroll Settings.
2. Click on Pay Schedule. To modify an existing pay schedule, select the schedule you want to change, update the Frequency and Included Employees, and then click Save.
3. If you want to create a new pay schedule, click the Add button.
4. Enter the necessary details, and once completed, click Save.

Once you have created the pay schedule, you can now assign it to your employees. Here’s how:
 

1. From the Payroll, hit Employees.
2. Choose the employee you want to edit, then tick Pay Run Defaults.
3. In the Pay Schedule, select the newly created schedule and click Save.

For more information on editing pay schedules, please refer to the article: Set up pay schedules in QuickBooks Online Advanced Payroll.

Additionally, keeping track of the payroll for your employees allows you to understand the financial health of your business and manage your members effectively. For added convenience, you can run a payroll report directly in QBO.

We value your questions and are here to help with all your QuickBooks needs in this Community. If you have further queries about changing a pay schedule or any other QuickBooks Online aspects, please don't hesitate to post them in this thread. We're ready to assist you anytime.

I don't think anyone is going to answer... after 5 April I'm guessing is the answer?

I discovered that if you update the active tax year to 25/26, the P60s for 24/25 become available in the 'Documents' tab.

Thank you for the info on where to find the year end P60's (2024/2025) - they just used to appear in employees records at the end of the financial year in the good old days before they changed us to the Core payroll 

Can we bulk download p60 forms for all employees from Core?

Currently, QuickBooks Online (QBO) Payroll can only generate and download individual P60 forms for each employee. JW3000. I'll discuss the specific details below.

This is due to several reasons, such as protecting sensitive employee information, the complexities of implementing such a feature while ensuring data accuracy, and compliance with payroll regulations.

Handling multiple P60 forms requires you to individually access, print, or save them for each employee. This process not only guarantees the correct generation of each P60 form but also allows for thorough review, ensuring utmost accuracy and adherence to compliance standards.

Here's how to generate a P60 for your employees in QBOP Core:

1. First, ensure that the last payroll of the tax year has been run and finalized.
2. Then, navigate to the company cog and select Payroll settings.
3. From there, click on the Active tax year, then 2025-2026.
4. Afterward, proceed to the Payroll menu.
5. Under the Employees tab, select the specific employee for whom you want to generate the P60.
6. Lastly, select Documents, then click P60 to issue the form for that employee.

Please note that:

• All payroll records for the tax year should have been processed and finalized before generating P60 forms.
• P60s are generated only for employees who have completed a full year of employment with you. This includes making any required adjustments for taxes and national insurance to ensure that all financial records are accurate and up to date.

For more detailed guidance on how to issue a P60 form for your employees using QBOP: Issue a P60 form in QuickBooks Online Payroll.

Moreover, I'll share this resource with you to let your employees access their payslips whenever needed, as they are automatically published after you run the payroll: Invite employees to QuickBooks Workforce to see payslips, P60s, and more.

Please let me know if you have further questions or concerns about handling P60s for your employees in QuickBooks Online Payroll, I'll be here to assist you.

Where do I find P60s? And why am I having to search? This used to be an easy exercise - everything delivered for month 12 and now it's like hide and seek. For company whose brand is intuit, this new and improved payroll system is no longer intuitive!

Once you have run your final payroll for 24/25, you need to update the active tax year to 25/26.

Then the 24/25 P60s appear, if you go to Payroll > Employees > [select an employee] > Documents.

Unfortunately it doesn't seem that we can download all P60s into a single PDF like we used to. You have to go employee-by-employee and download them individually.

Using QB Core Payroll having been automatically changed over to it last July. Under the previous version of Payroll, once the final payroll of the year was run and the FPS submitted successfully, the year-end EPS submission was made automatically. I can't see any way of finding/seeing/submitting an EPS. Advice please!

I appreciate you for bringing this to our attention, @jimbohc. Let me route you to the appropriate support team to address this issue.

You can directly contact our Live Support Team for assistance with submitting your Employer Payment Summary (EPS). They have the necessary tools and expertise to investigate the issue further and guide you through the solution.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Go to the Help menu and select Contact Us.
3. Enter your concern and click Continue.
4. Choose between Chat with us or Have us call you.

For more information about our contact feature and support hours, please refer to this article: Get help with QuickBooks products and services.

You can also check this resource to learn more about submitting EPS reports to HMRC alongside your FPS: Submit EPS in QBO Standard Payroll.

Moreover, tracking your employees' payroll is essential for grasping your business's financial health and efficiently managing your team. To streamline this process, you can easily generate a payroll report directly within QBO.

Your understanding and convenience are our top priorities. If there’s anything more you’d like to clarify about submitting EPS to HMRC, feel free to share your thoughts below.

If you mean the notification to tell HMRC that you have run the final payroll and the year has been closed, the flag should be included in the final (month 12) FPS. There is no need to submit an additional EPS for this.

Employees are saying they can't see their P60 in Workforce - is there a delay between finalising the year end and the being in Workforce?

Thank you, @JW3000, for reaching out! To access P60, make sure you've completed the final payroll run. If you've already done this and are still facing issues, it's best to connect with our support team who can assist you in resolving this problem. They have the necessary tools and expertise to investigate the issue further and guide you through the solution.

Here's how you can contact our support team:

1. Sign in to your QuickBooks Online company.
2. Navigate to Help menu and select Contact Us.
3. Enter your concern and click Continue.
4. You can choose to either Chat with us or Have us call you.

For more details on our support features and operating hours, you can check out this article: Get help with QuickBooks products and services.

If you're looking for guidance on tax regulations and important deadlines as the year ends, please review our helpful guide: Year-end guide for QuickBooks Online Core Payroll.
 

Furthermore, keeping track of your employees’ payroll is crucial for maintaining your business’s financial health and managing your team effectively. For your convenience, you can generate payroll reports directly in QBO.

If you have further concerns regarding the P60 in Workforce, feel free to reply to this thread. I'll be around to assist you! 

I need to know where to tell employees to look in workforce!

I can find nothing on-line giving this information and th core payroll year end guide just says @Give your P60's to your employees'

I've completed the final payroll for this year 2024/2025  and followed the steps outlined above but I can only access the P60s for the previous tax years?

If you set the active tax year to 2025/26, the 2024/25 P60s should appear in the Documents tab for each employee.

i.e. Payroll > Employees > [employee name] > Documents

Setting the active tax year to 2025/2026 should enable you to access the P60s for the 2024/2025 tax year, IFfluent. Allow me to guide you through this process and help you accomplish it smoothly.

Richard96 is correct. To access P60s for the 2024/2025 tax year, you need to set the active tax year to 2025/2026, which will then allow these documents to appear in each employee's Documents tab. Here’s a detailed, step-by-step guide on how to accomplish this:

1. Make sure the last payroll of the tax year has been run and finalised.
2. Navigate to the company cog and select Payroll settings.
3. From here, select Active tax year, then 2025-2026 tax year.
4. From the Dashboard, navigate to the Payroll section.
5. Under the Employees tab, select the employee to generate the P60.
6. Select Documents, then select P60 to generate the form for that employee.

Important notes:

• Ensure all payroll records for the tax year have been processed and finalised before generating P60s.
• P60s are only generated for employees who have worked a full year with you, including any necessary adjustments for taxes and national insurance.

In the meantime, if still you can't acces P60, I highly recommend accessing your QuickBooks account using an alternative browser. This approach provides an isolated browsing experience that prevents local data from being saved in your browser's system, ensuring a smoother and more secure session.

Moreover, I encourage you to visit this comprehensive article, which provides detailed instructions for generating a P60 form in QuickBooks Online Payroll: P60 in Payroll Core.

Lastly, the following comprehensive article will provide you with step-by-step guidance to ensure the seamless distribution of P60 forms to employees: Year-end guide for QuickBooks Online Core Payroll.

Remember, our supportive Community team is always here to assist you in accessing your P60 in QuickBooks Online Payroll. If you experience any difficulties, please don't hesitate to reach out for help. We are committed to providing the support you need.

Is there a bug in the software as I completed the P11ds for 2023/24 with no hassle last year but trying to do so again this year and the benefits won't carry forward despite my following the instructions - payroll settings/benefitcategories/yearend/carryforward.  It seems to think there are no linked employees for van benefit on the carry forward when there was one last year.  I've tried unticking carry forward but it wont let me set up 2024/25 benefit categories clean either as won't find any employees when I try to link it?

Help please!