> Completing the tax year under RTI / Sending year end returns to HMRC

Sending year end returns to HMRC


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Using Sage 50 Payroll, you can submit your year end returns directly to HMRC. Before performing this task, you must:

Register with HMRC so you can use their online service. If you haven't already done so, register at www.hmrc.gov.uk
Set up your software to submit forms online. See Entering e-Submissions settings.

How do I do this?

From the Payroll Year End Main Menu > Step 2.
To view the information that Sage captures during the submission process > on the Important Notice window, click the click here link.

Sage uses this information for licence validation, troubleshooting issues relating to the Government Gateway and for statistical analysis. None of the personal information held in your software is submitted to Sage. To print this information > Print.

Continue > check that your registration and company details are correct > Submit.

The information being submitted is checked for accuracy. If something is detected that would cause the submission to fail, the Errors & Warnings window appears.

Errors and warnings
To view information about an error, click the warning reference highlighted in blue. Errors. You must correct any errors that appear before you continue with the submission, such as a missing employee name. To get a paper copy of this information > Print. To stop the submission process > Cancel and then manually make the correction in your software. Warnings. The data preparation process automatically corrects any warnings that appear, such as extra spaces or invalid characters in an employee name. To get a paper copy of this information > Print. To continue with the submission > Submit. The Submitting window appears, displaying the progress of the submission and, when this is complete, the Finished window appears. Note: Automatic corrections only affect the employee details being submitted to HMRC. The relevant details held in your software do not change.

Errors and warnings

To view information about an error, click the warning reference highlighted in blue.

Errors. You must correct any errors that appear before you continue with the submission, such as a missing employee name. To get a paper copy of this information > Print. To stop the submission process > Cancel and then manually make the correction in your software.
Warnings. The data preparation process automatically corrects any warnings that appear, such as extra spaces or invalid characters in an employee name. To get a paper copy of this information > Print. To continue with the submission > Submit. The Submitting window appears, displaying the progress of the submission and, when this is complete, the Finished window appears.

Note: Automatic corrections only affect the employee details being submitted to HMRC. The relevant details held in your software do not change.

From the Important Information window, check that the information is correct.

Note: You must check this information is correct. If it is not correct > to stop the submission process, Cancel.
To continue with the submission > Submit.

The Sending Your Data To HMRC window appears, displaying the progress of the submission and, when this is complete, the Finished window appears.
To view and print details of the submission > click the Click here link. If the submission was unsuccessful, the report displays error messages advising you what caused the failure. Find out more.
To complete the process > Close.

Use the e-submissions log to see a record of your communication history with HMRC. Find out more.

Need more help? You may find the Questions and Answers section useful.

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