Sending your 2007-08 Employer Annual Return online from the 2008 CD-ROM

You can send your 2007-08 Return online from the CD-ROM if:

  • you have registered to use our online services
  • 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 current 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

Top Tips

You cannot use the CD-ROM to send:

  • part returns
  • amendments
  • P38As
  • cessation returns for 2008-09

but you can still send these online using our Online Return and Forms PAYE service.

What to do when you receive your 2008 CD-ROM:

  • install the CR-ROM straight away.
  • 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.

Finishing 2007-08

Finish 2007-08 on the CD-ROM by entering pay details for all your employees on the last pay day of the year. We recommend that you 'backup' or save your P11 and Database information and save it separate from your computer. (There is a 'Back up' Frequently Asked Questions in the Help section on the CD-ROM.)

Complete 2007-08 and start 2008-09

Enter the P11 Calculator by selecting 'Calculators' from the HomePage of the
CD-ROM and select 'Complete 2007-08 and start 2008-09'. This will:

  • check and make sure that what you send meets our Quality Standards
  • create and save files which can be read by a spreadsheet application (for example Excel or Quattro Pro) of all P11s, P14s, P32 Deductions Summary
  • 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
  • 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
  • let you print out P60s for your employees

Remember, you must keep details of your Return for three years after the end of the tax year.

Completing and sending your P14s and P35

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 sub-contractor deductions, and how much tax and National Insurance contributions you have already paid to us during 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 'Submit'.

We will give 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. You should correct the error and re-submit your Return.

If your submission is successful you will get the following on-screen message.

'9004: The EOY Return has been processed and passed full validation'.

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.

We will credit your PAYE account 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 it from the monthly payment(s) of tax, National Insurance and Student Loan Deductions.

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 P35 and P14s Online from the P11 Calculator now' in the 'Online Services' section on the 2008 CD-ROM.

Filed using the CD-ROM?

If you have used the CD-ROM to send us your Annual Return we would be very interested in your comments and would be grateful if you could spare a few minutes to complete a short questionnaire.

More help

Contact Online Services Helpdesk on 0845 60 55 999 between 8.00 am and 8.00 pm, 7 days a week. Or you can email us at helpdesk@ir-efile.gov.uk. You must quote your 'correlation' number if you call the Helpdesk.

Filing your Employer Annual Return online

Remember: Your Employer Annual Return is due by 19 May.