Employee export report
Export your employee record.
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Open the required company.
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Go to Reports.
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Select Employees.
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Select Employee Export.
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Choose the required Tax Year.
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Select the Options required:
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Include Payment Info.
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Include Bank Account Details.
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Include Pension Details.
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Include Year To Date balances.
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Include Notes (up to 5 most recent per employee).
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Good to know...
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The export also includes Payment After Leaving and Payment Method, straight after the Leave date column. Payment After Leaving shows True or False for leavers, and stays blank for employees who have not left. Payment Method only shows a value (Regular or Irregular) when Payment After Leaving shows True. These columns use the same names and values as Employee Import, so you can edit the file and import it again without changing the format.
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If a company is moving payroll software or payroll bureau. It's common to be asked for the year to date information. A payslip A statement provided by an employer to an employee, detailing their wages, deductions, and net pay for a specific pay period.This is a legal requirement under the employment rights act and should be received on or before the pay date. does not have all the information needed.
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A P11 A P11 (standing for Paper form No. 11) used to be posted to employers and hand written for each employee. This was used before computerized payroll. A P11 is used throughout the industry and usually contains similar information. It usually contains the taxable earnings, tax paid, National Insurance breakdown as well as statutory payments. It may also contain additions and deductions. (not to be confused with a P11D Car). report will provide most of the employee figures. This will need to be completed for each employee.
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A Year to date balances report and NI year to date balances reports contains similar information to a P11.
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Recommended: You can export the full employee record.
Example...