Earlier Year Update - Option 1
This is the first option available when submitting an Earlier Year Update. For more information on the Earlier Year Update process, please see Earlier Year Update (EYU)
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From the Online Services menu, select Send Earlier Year Update.
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Using the Employee YTDs report you printed earlier, enter the figures submitted to HMRC via FPS in the YTD already sent column.
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If the employee had more than one NI letter during the tax year, choose Multiple NICs to enter the relevant breakdown, then OK to save the changes.
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Choose Sundry if you need to amend values for Gross pension deductions, Net pension deductions, Trivial commutation payments or Benefits taxed in payroll.
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Select Next to display the Earlier Year Update – Final Confirmation screen.
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Select Print if you require a copy of the figures.
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Select Send to start the submission.
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Once complete, go to Year-end > Use Last Year’s Company Data again to return the data to the current tax year.
You need to complete the YTD already sent column for all values.
With Enable Annual Pension ticked and Recently Bereaved set to Yes or No, the Annual Pension Amount will be submitted on the EYU. Annual Pension is a year-to-date field and will overwrite any previously submitted value.