Set up a P60
-
Go to System Setup > Company > eCentre >eP60 and fill in the following details:
-
Select the PDF naming scheme to determine how the PDF copies are named when the eP60 are run. Please note if individual eP60 are only viewed and not processed then this naming structure is not used.
-
Select an Output folder that all IRIS Payrite users have access to. Please note if you do not set an output folder then the system will not be able to generate or email the eP60.
-
If you wish to retain a copy of all eP60 produced , select the Do not delete PDFs from output folder option.
-
If you have opted to use passwords and have set up the password policy, set the Is the user of passwords mandatory? option.
-
Select the required option from the Email options for the transmission or production of the payslip.
-
Select the mail server you wish to use for eP60 from the Email settings list.
-
Click Apply to set all employees in the payroll to receive an eP60. Please note that even if this is selected it is still possible to produce a paper P60.
Print a paper P60
-
Go to Year End > HMRC returns > Print P60 or print single P60 and follow the IRIS Payrite Wizard.
-
Select the format you wish to produce the p60 in:
-
Paper forms –produce a paper copy for employees that are set to eP60.
-
Electronic forms – select whether to email the eP60, save a copy or do not email and preview to screen only.If you remove the tick for generate for employees who are set to receive electronic forms then all eP60 options are no longer accessible.
-
Check the P60 set up information. Most data fields on this screen will be populated on the Company details screen in System Set up and should not need to be amended.
-
Click Finish. The Select Printing Sequence screen is displayed.
-
Select the required Printing Sequence and Printing Limits – for lining up purposes, select the Printing Sequence as “Employee Number”: enter an employee number (or a small range of employee numbers).
-
Click OK to finish.