Finalise Payer(s)

Overview

Finalise Payer(s) allows you to finalise one or more payers at a time.

When you click this button, it opens the New Finalisation form

The YTD Code defaults to show the current tax year and shows a list of the status for "payer" in your database.

You can change the YTD code to previous tax year if the tax year to be reported has only just ended or you have a need to report corrections to a past tax year.

You should only submit a Finalisation event for a payer(s) when the number of Open and Unopened pays for the year is zero (i.e. shows this icon).

If you are ready to send a finalisation for every payer displayed on the form, click the Select All button. Otherwise click the tick box of the payer(s) you want finalisation events created for and then click Submit.

The Finalisation submission for each payer will include EVERY employee that received a pay for the selected tax year.

IMPORTANT: When multiple payers have been selected, the Finalisation submissions are created one at a time - in the background. Each one is completely generated and sent before the next appears in the list and is processed the same way. There is no indication of progress or the number of submissions remaining. Any expected submissions that have not appeared in the list at the time the STP Manager is closed will not be resumed next time, and may be safely re-created.

Finalisation States

• STP v3 submission:
  • If no existing finalisations found: No warning or message
  • Any finalisation submission found PayGlobal shows a warning:

    [Warning] There is already a full finalisation for this year

• STP v4 submission:
  • If no existing finalisations found, or there are open pays - No warning or message is displayed
  • If there are no open pays, and the last submission is a finalisation for all employees PayGlobal shows a warning:

    [Warning] All employees have been finalised.

  • If there are no open pays, but a finalisation submission is not the last submission for all employee PayGlobal shows an information message:

    [Warning] x / y employees have been finalised.

    Note: If you get X / Y message it may be more convenient to use the Finalise Payee(s) feature to finalise the outstanding employees. Because a re-finalising the 'x' employees may lead to those employees having the tax status in MyGov reverted to 'Not Tax ready'

Topic: 44825