Payroll Documentation & Year-End Forms Support

What this service covers

We help you keep a clear, consistent payroll audit trail and get the year-end paperwork right. Support typically includes:

• Reviewing and organising payroll records so they match what was run through PAYE
• Maintaining employee and director payroll files (starters, leavers, pay changes)
• Ensuring payslips, payroll summaries and payroll journals are complete and easy to trace
• Checking key figures against your bookkeeping so wages, PAYE and NIC are posted correctly
• Preparing and supporting year-end forms and checkpoints, such as:
  • Final payroll checks for the tax year
  • P60 preparation and distribution
  • P11D and P11D(b) support where benefits or expenses apply
• Creating a simple, searchable documentation pack for your records and future reference

When this service is a good fit

This is most useful if you:

• Run payroll in-house but want reassurance your documentation is HMRC-ready
• Have grown from paying yourself only to employing staff or adding directors
• Need to tidy payroll records before accounts, a loan application, or a due diligence request
• Are catching up after missed or inconsistent filings, or a change of payroll process
• Provide benefits, expenses, or director arrangements that increase P11D risk

How delivery works

We start by confirming how payroll is currently run and what documentation exists (software reports, payslips, HMRC submissions, pension outputs, bookkeeping postings). We then reconcile what should be on file, flag gaps or inconsistencies, and agree the quickest way to correct them.

Once the records are aligned, we prepare the year-end outputs, provide a clear checklist of what is required from you, and keep a log of what has been completed so nothing is missed.

Year-end timing and key dates

Year-end payroll tasks are time-sensitive, so we work backwards from the deadlines:

• Tax year end: 5 April
• P60s due to employees: by 31 May
• P11D and P11D(b) deadlines: by 6 July (where applicable)

If you are approaching these dates, we prioritise the critical items first, then clean up supporting documentation.

What you have afterwards

You will have payroll records that are consistent, well-organised and easy to evidence. If anything changes during the year (pay rises, new starters, benefits), we can update the documentation process so next year-end is routine, not stressful.