The payroll cycle

Step 12: Month end

We recommend that you select Yes to perform Month End Processing each period. This ensures the current month figures are up to date; calculates any NI compensation/recovery totals, calculates Apprenticeship Levy and changes leavers in the current month to leavers in the previous month.

  1. Go to the Reports menu.

  2. Select Month End Summary.

  3. Select Month or Month Number.

  4. Select Based on Tax Calendar.

     

  5. Select OK then print.

  6. Choose Yes or No to the prompt to carry out Month End Processing.