Payer EOFY Summary tab

Overview

The Payer EOFY Summary tab allows you to:

Check whether you are ready to submit a finalisation event.
See whether you have successfully finalised for a payer and financial (tax) year.
Send/resend a finalisation event.

Capture

How will I know if I am ready to submit a finalisation event?

The New Finalisation or Resend latest buttons will be displayed.

What do I do if the New Finalisation or Resend are not displayed?

Go to the Finalisations tab and click the Finalise Payer(s) button to see whether there are any pays still open or if none have ever been opened for this payer

Topic: 44384