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P60

Sending a P602:43
Sending a P60
Finding a sent P601:55
Finding a sent P60
2 videos, with a playing time of 4 minutes


 

Sending a P602:43

"How does a person's P60 get sent each year?"

The P60 shows how much tax a person's paid during the tax year. It's automatically emailed when their last paystub is paid for the end of the tax year.

To pay a person's last paystub in a tax year and send their P60:

  1. First, during the month of March, select the person's pay batch on: MenuPay batches
  2. Now, on the "To-do" tab, look for: "Payday ... P60s are sent"
  3. That payday is the last paystub to be paid before the end of the tax year, ending on April the 5th.
  4. Next, tap the payday, so it slides out on the right.
  5. Normally you'd pay everyone. But for now, you can uncheck everyone, and then check the people you're ready to pay.
  6. Then tap Pay now, and then: Yes ... pay it
  7. It usually takes 15 to 20 seconds for HMRC to finish processing the paystubs and send back confirmation that it's been received.
  8. Also, because it's the last paystub before the end of the tax year, each person's P60 is also being emailed.
  9. The emailing happens automatically, in the background. The P60s are emailed to each person's personal email as a PDF attachment.
  10. Once it's been filed successfully, and the P60s are emailed, you'll see a green check beside the people that you've paid.
  11. On most paydays, each person normally only gets one email which contains their paystub PDF.
  12. On the P60 payday, however, each person also gets their P60, as a PDF, which is sent in a second email.
  13. Scroll to the bottom of the email to see the P60 attached as a PDF, and tap it to open it.
  14. The P60 includes the person's total pay for the year.
  15. And finally, it also includes the person's total tax deducted for the year.

Keep in mind that:

  • If a person hasn't entered a personal email, their P60 is sent to their work email instead.
  • Also, check that your P60 is stored somewhere safe.
  • You could later need your P60 to do your tax return, claim tax credits, or claim Universal Credit.

To learn more:

  • About how to prove a person's P60 was sent, or how to re-download a copy of it, watch the video on: Finding a sent P60

And that's it! That's everything you need to know about how P60s are automatically sent!

Updated: Thu, Oct 19, 2023.
 

Finding a sent P601:55

"How do I find a previously sent P60, or prove it's been sent?"

Sometimes a person may ask you for another copy of their P60. If so, you'll need to re-download their P60.

To re-download a person's P60:

  1. First, select the person on: MenuPeople
  2. To see their P60, tap: TaxTax forms history
  3. Then tap the row that says: "P60 Personal summary sent"
  4. To re-download a copy of the person's original P60, tap the "PDF" button.
  5. While you're waiting for it to download, to see more details about when it was sent, tap the blue "more" link.
  6. You'll also see the address that was used when the person's P60 was originally emailed.
  7. And finally, once the P60's downloaded, you can open it as a PDF, or send it on to the person who's requesting it.

You may notice:

  • Re-downloading a P60 can be done by the person themselves.
  • Even people with no special permissions can see and download any of their own tax forms.

Keep in mind that:

  • Even if a person's been deleted, you can always re-download their P60, even years later.
  • You don't need to undelete the person to download their P60.
  • Also, if you don't want the cover pages included in the P60 PDF download, tap the blue switch to turn it off:

To learn more:

  • About what to do if the person's P60 isn't listed, and may never have been sent, watch the video on: Sending a P60

And that's it! That's everything you need to know about finding a person's P60, and proving it's been sent!

Updated: Thu, Oct 19, 2023.

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www.1st.money/help/Payroll/Tax_forms/P60/