Employer CD-Rom 2008

We’ve made some exciting new additions to your CD-ROM this year!

Send us your Employer Annual Return online direct from the CD-Rom

You can use the 2008 CD-Rom to send your 2007-08 Return online if:

  • you have used the P11 Calculator on the 2007 CD-Rom to calculate pay and tax for all your employees
  • you are using the P11 Calculator for nine employees or less at 5 April
  • you transfer your 2007-08 P11 details onto your new 2008 CD-Rom before you make the final payment for the year.

What to do

Your 2008 Pre-Budget CD-Rom has been sent with the February 2008 paper edition of the Employer Bulletin. Install the CD-Rom straight away and follow the instructions on screen to transfer the details from the 2007 Employer and Employee Database and the P11 Calculator. If you have used the P32 Deductions Summary attached to the P11 Calculator, the 2008 CD-Rom will transfer those details onto the 2008 disk as well.

You can now use the 2008 CD-Rom to finish the 2007-08 year. Once you have entered pay details for all your employees on the last pay day of the year, we recommend that you ‘back up’ or save your P11 and Database information and save it separate from your computer. Go to ‘Back up’ in Frequently Asked Questions in the Help section on the top toolbar for more on how to ‘back up’ your data.

Now you are ready to ‘Complete 2007-08 and start 2008-09’.

‘Complete 2007-08 and start 2008-09’

‘Complete 2007-08 and start 2008-09’ will:

  • Check and make sure that what you send meets our Quality Standard.
  • Create and save files that can be read by a spreadsheet application (e.g. Excel or Quattro Pro) of all P11s, P14s, and P32 Deductions Summary. You should keep these for three years after the end of the tax year.
  • Close the records held in the 2007-2008 P11 Calculator.
  • Open records for all your employees for the 2008-2009 P11 Calculator, ready for the new year.

We will tell you if any of the information you have put into the Employee Database or entered into the Calculator fails our quality checks and how to put it right.

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Nine employees or less

If you have nine employees or less at 5 April you will now be able to send your Employer Annual Return (P14s and P35) direct to us online from the CD-Rom. You will also be able to print out P60s for your employees.

Filing online

Before you can send your P14s and P35 to us online you must be registered to use our online services. If you have not done this already, we recommend that you register straight away to make sure you receive your User ID and Activation PIN in plenty of time. You can also find out how to register by going to the Overview of Online Services in the ‘Online Services’ section on the 2008 CD-Rom.

Your Employer Annual Return is due by 19 May. If you have already registered you can use the ‘Complete 2007-08 and Start 2008-09’ function to send your Return as soon as you have completed it.

Or, if you want to send your Employer Annual Return to us later, ‘Complete 2007-08 and Start 2008-09’ will store the details until you are ready to send them using ‘Send your P14s and P35 Online from the P11 Calculator now’ in the ‘Online Services’ section on the 2008 CD-Rom.

The details of tax and National Insurance contributions entered on your P14s will already be there. You will be asked for any additional information needed to complete your P35, for example any Statutory Payment recoveries or subcontractor deductions, and how much tax and National Insurance contributions you have already paid to us for the 2007-08 tax year. Once you have entered these details you will be shown a summary of what you are about to send to us. Once you are happy that your Return is correct select 'Send’.

Quality Standard

We will then give the information on your return a final check to make sure that it meets our Quality Standard. If there is a problem you will receive a message on screen telling you what the problem is.

What happens to your online Return?

Most returns will get to us straight away. If there are delays you will have the opportunity to cancel and try again later if you wish. If your submission is successful you will get a message on screen telling you that we have received your return.

Unique submission number

Your return will be given a ‘correlation’ number as a unique identifier. Should you have any queries over your return you should quote this number. It is your proof that your returns have been received by us.

Tax Free Payment

We will credit your PAYE (Pay As You Earn) account for 2008-09 with a £100 tax free payment for sending us your forms online as soon as we have processed your return. We will also send you an online notice to say that the payment has been credited. You can get your tax-free payment by deducting £100 from your next 2008-09 PAYE payment.

Helpdesk

Should you have any queries over your return, you can e-mail our Online Services Helpdesk or ring them on Tel 08456 055 999 between 08.00 am and 8.00 pm seven days a week. You must quote your ‘correlation’ number if you contact the helpdesk.

You can also contact the helpdesk if you have any problems using the CD-Rom. If e-mailing please provide as much information as possible.

Plus new for 2008 on the CD-Rom

  • a ‘Net Pay Estimator’ that will estimate an employee’s net monthly or weekly pay.
    Note    : The estimator does not take into account other payroll deductions such as pension payments, student loan deductions, deductions ordered by the courts and subscriptions – the only deductions that are taken into account by the estimator are tax and National Insurance contributions
  • a significantly expanded Expenses & Benefits section
  • sStudent loans incorporated into the P11 Calculator

And watch out in April/May for:

  • a dispensation ‘wizard’ that will tell you if you can apply for a dispensation
  • an interactive SSP2 that will store SSP records
  • export diary to spreadsheet function