Year End - Frequently Asked Questions

To assist users in completing the 2023-24 tax year and transitioning to tax year 2024-25, we have compiled a list of frequently asked questions below.

a) What steps do I need to complete to finalise the 2023-24 tax year?

Please click here to access our simple step-by-step guide for completing the 2023-24 year end process in BrightPay.

b) How do I issue P60s to employees?

The P60 option is located within the Employees menu
Select an employee who is in active employment as at 5th April from the left hand listing
Click P60 on the menu bar and simply select the P60 option you require

c) How do I notify HMRC that the last RTI submission is my final submission for the tax year?

Within the RTI menu in 2023-24 BrightPay, select 'RTI > New > Employer Payment Summary'
Where you have recoverable amounts, tick this box and select 'tax month 12' or 'tax quarter 4'
Tick the Final Submission indicator and click OK to generate the EPS
Submit to HMRC

d) Do I have a week 53 in the 2023-24 tax year?

Only if an employer pays employees on a Thursday or Friday and the last pay date of the 2023-24 tax year is Thursday 4th or Friday 5th April 2024.

e) When will 23-24 BrightPay be available?

24-25 BrightPay is scheduled for release week commencing 18th March 2024.

f) Is it ok to import my data into 2024-25 BrightPay before my payroll is finished for the 2023-24 tax year?

We advise waiting until your payroll is fully completed for the current tax year before importing into the new tax year version. This will ensure the most accurate and up-to-date information is being imported from the previous tax year.

g) Why is 2024-25 BrightPay downloading as a 60-day free trial - I have already purchased a licence?

BrightPay will initially download as a 60-day free trial (with full functionality). On purchasing a 2024-25 licence, you will have received a licence key on the invoice that was emailed to you. Simply select 'Upgrade Licence' on the 'Open Company' screen of your 2024-25 BrightPay software and enter and activate your licence key here. Your software will no longer show as a free trial and instead will indicate your purchased licence type.

h) How do I install 24-25 BrightPay for the new tax year?

Every tax year we release brand new software in line with the new budgetary requirements. Thus, to move your payroll on to a new tax year, simply download the new tax year version of BrightPay that is available on our website here.
Once downloaded, this will install separately to your previous year’s software and you will see a new BrightPay icon appear on your desktop. You can still access the information for the previous tax year in 2023-24 BrightPay.

i) How do I import my data from 2023-24 BrightPay into 2024-25 BrightPay for the new tax year?

First, check the location of where your 2023-24 employer data file is saved to - you can do this by hovering your mouse over the employer name on your 'Open Employer' screen in 2023-24 BrightPay and making a note of the location that will appear.
Next, on the 'Open Company' screen in 2024-25 BrightPay, select Import Employer(s) > Import BrightPay 2023-24 file(s)
Browse to the location of your 2023-24 employer data file and double click on the file name to commence the import.
Your employer and employee details will now be imported into 2024-25 BrightPay and your employer name will be added to your 2024-25 Open Company screen.

Please note: if the employer file is password protected, the password will be the same as the previous year.

j) Do I need to send a new Employer Payment Summary to HMRC to claim the Employment Allowance?

Yes. Since 6th April 2020, Employment Allowance does not auto renew for an employer as it did in previous tax years.
An employer now has to submit an Employer Payment Summary to HMRC every tax year to notify HMRC that they will be claiming the Employment Allowance.
Once this EPS is sent to HMRC, the employer can then enable the Employment Allowance in the first tax period within the 'HMRC Payments' utility in BrightPay.
Please note: HMRC must also be notified via an Employer Payment Summary if you are no longer eligible for the Employment Allowance.
Further guidance on operating the Employment Allowance in BrightPay is available here .

k) How do I sign into Connect for the new tax year?

Please select the 'Connect' tab on your 2024-25 BrightPay 'Open Company' screen and sign into your Connect account using your Bright ID username and password.

l) Why do I receive HMRC error 6010 when I try to submit a P11D(b) for the 2023-24 tax year?

HMRC will only accept a P11D(b) for the 2023-24 tax year from 6th April 2024. If trying to submit before this date, error number 6010 will be returned from HMRC into BrightPay.
HMRC are currently accepting a P11D(b) for the tax year 2022-23 up until 5th April 2024.

Need help? Support is available at 0345 9390019 or [email protected].

24-25 BrightPay - System Requirements 24-25 BrightPay - Download Introduction to BrightPay Important Information for Mac Users Starting the New Tax Year

Ordering for the new Tax YearHow do I start processing 2024-25 payroll?Importing From 23-24 BrightPay Starting the new tax year - FAQs

Importing From The Previous Tax Year Installing BrightPay

Installing the software on to your PC Setting Up BrightPay for Multiple Users Download Sample Employer Files Transferring BrightPay from one PC to another

Moving to BrightPay from another payroll software

Preparing for your move to BrightPay - Useful Guidance Methodology used in BrightPay Importing Employers - List of Employer Data that can be Imported into BrightPay Importing Employees - List of Employee Data that can be Imported into BrightPay Moving to BrightPay mid-year - Recoverable Amounts to Date Moving to BrightPay mid-year - Employment Allowance Moving to BrightPay - Continuing Auto Enrolment from a previous software Moving to BrightPay mid-year - Directors Importing from 12Pay Importing from Access Payroll Importing from Capium Importing from HMRC Basic PAYE Tools Importing from IRISImporting from Kashflow Importing from Keytime Importing from MoneysoftImporting from MyPAYE Importing from Opera Importing from Payroo Importing from Pegasus Importing from Qtac Importing from Quickbooks Importing from SAGEImporting from Star Importing from Xero Importing using a CSV File - Other software Importing using an FPS File - Other Software

Bureau Enhancements - Useful Functionality for Bureau Licence Holders

BrightPay Startup Window Client Details Agent Settings Exporting Client Documents Batch Processing PayrollBureau Statistics Report Importing Multiple Employers from CSV File Updating Existing Employee Details from a CSV File Importing Saved Reports from another BrightPay Data File

Employer Details

Adding a New Employer Adding/ Amending Employer Details Adding/ Amending Departments Adding/ Amending Hourly Rates Adding/ Amending Daily Rates Adding/ Amending Piece Rates Adding/ Amending Addition Types Adding/ Amending Deduction Types Adding/ Amending Savings Schemes Adding/ Amending Bank Accounts Employer Calendar

Employee Details

Personal Employment Starter/Leaver Payment Tax, NICs, RTI HR, Other Generating Employee Works Numbers Employee Count Report Employee Address Labels Adding New Employees from a CSV File Updating Existing Employee Details from a CSV File

Coding Notices Payroll Calendar Processing Payroll

Setting your Payment Schedule Weekly Payroll Fortnightly Payroll 4-weekly Payroll Monthly Payroll Quarterly Payroll Annual/Yearly Payroll Period Summary View (Payroll Preview)Net to Gross Payments Allocating An Employee's Pay across more than one Department Additions and Deductions Processing Pension Deductions (outside of AE)Setting a Pension AVC to repeat Adding a Note to Employee Payslips Pre-paying an Employee Zeroising Payslips (Batch Operation)Setting pay items to auto-zeroise Finalising Payslips Childcare Vouchers

Importing Pay Data using CSV File

Importing Periodic Payments using CSV file Importing Daily Payments using CSV file Importing Hourly Payments using CSV file Importing Additions using CSV file Importing Deductions using CSV file Importing Notes using CSV file Importing Payments, Additions & Deductions in a single CSV File

Distributing Payslips

Printing Payslips Emailing Payslips Exporting Payslips Customising Payslips

Paying Employees

Paying Employees by Cash Paying Employees by Cheque Paying Employees by Credit Transfer & Creating a Bank File Paying Employees using Modulr

Reporting Contracted Hours - Hourly Bands for FPS Full Payment Submission (FPS)Additional Full Payment Submission Employer Payment Summary (EPS)NINO Verification Request (NVR)RTI - Additional FunctionalityNew RTI Requirement from April 2022 - CIS Deductions Suffered

Common HMRC Error Messages Analysis

Saved Reports Creating a New Report Viewing Reports Editing Reports Saving Reports Printing/Emailing Reports Exporting Reports Importing Saved Reports from another BrightPay Data File

Payroll JournalsHMRC Payments

Recording Payments to HMRC P30 & P32 Paying HMRC using Modulr Paying HMRC - Useful HMRC Guidance

Making Corrections to Payroll

Re-opening Payslips Re-defining Schedule of Periods

Scheduling Future Payments Switching an Employee's Pay Frequency Directors

Setting Up a Director Directors' NIC Directors appointed during the Tax Year

Off-Payroll Working (IR35)Starters

Setting up a new employee mid-year New Starter Checklist Tax Codes to use for New Employees New Starters and Recruitment Templates

Processing a Leaver Printing/Emailing/Exporting a P45 Processing Payments After Leaving

Student Loan Deductions Postgraduate Loan Deductions Statutory Payments

Statutory Payment Rates for 2024-25 Statutory Sick PayStatutory Maternity Pay Statutory Adoption Pay Statutory Paternity Pay (Birth)Statutory Paternity Pay (Adoption)Statutory Shared Parental Pay (Birth)Statutory Shared Parental Pay (Adoption)Statutory Parental Bereavement Pay Statutory Pay Calculation & Schedule Report

Attachment of Earnings

Attachment of Earnings (Northern Ireland)Child Support Deductions from Earnings Order (DEO)Civil Judgment Debt Attachment of Earnings Order (County Court)Council Tax Attachment of Earnings Order (CTAEO) - England Council Tax Attachment of Earnings Order (CTAEO) - Wales Current Maintenance Arrestment (CMA)Direct Earnings Attachment Earnings Arrestment (EA) (Scotland)Magistrates Court Attachment of Earnings Order Maintenance Attachment of Earnings Order Other Attachment of Earnings Orders Attachment Order Summary Report

Expenses & Benefits

Expenses & Benefits - Overview Expenses & Benefits - Setting the Tax Accounting Method Applying an Expense or Benefit in BrightPay Expenses & Benefits - P11D & P11D(b) End of Year Return

Pensions (outside of Automatic Enrolment)Payroll Giving Year End

Year End - Frequently Asked Questions Year-End Procedure for Tax Year 2023-24 - 5 Step Guide Year-End Checklist for Tax Year 2023-24 Year End - Support Hub

Rates & Thresholds at a Glance

Rates & Thresholds 2023-24 Rates & Thresholds 2024-25

Tax Codes - Overview Tax Rates and Thresholds for 2024-25 Scottish Rate of Income Tax (SRIT)Welsh Rate of Income Tax 50% Overriding Regulatory Limit

National Insurance

NIC Category Letters NIC Thresholds & Rates for 2024-25 State Pension Age & BrightPay Directors' NIC

National Minimum/Living Wage

National Minimum Wage and National Living Wage Minimum Wage Flagging and Reporting

Mileage Allowance Payments (MAPs)Employment Allowance Apprenticeship Levy Termination Awards & Sporting Testimonials Gender Pay Gap Reporting Leave Reporting & Employee Calendar

Employee Calendar - Overview Defining and Setting Custom Leave Types on Employee Calendar Recording Employee Leave on the Calendar Batch Processing of Employee Leave on the Calendar Adding Notes to Calendar Entries Viewing/Printing Employees' Annual Leave Entitlement Calendar Report

Annual Leave Entitlement Methods in BrightPay Adjusting an Employee's Leave Entitlement Recording an Employee's Annual Leave Batch Processing of Employee Annual Leave on the Calendar Viewing/Printing Employees' Annual Leave Entitlement Processing Holiday Pay Annual Leave Request Form Holiday Entitlements - Useful Information

Payslip Translations Backing Up/Restoring Your Payroll Construction Industry Scheme (CIS)

CIS Overview Contractor Details Adding Subcontractors Subcontractor Registered Details Subcontractor Additional Details Subcontractor Payment Details Subcontractor Notes Subcontractor Verification Request Importing Subcontractors from a CSV File Updating Existing Subcontractor Details from a CSV File Processing Subcontractor Payments Finalising Subcontractor Payments Monthly Return Re-opening Subcontractor Payments (Corrections)Payment & Deduction Statements Paying SubcontractorsZeroising Payments Importing Subcontractor Pay Data using CSV FileYear End Statement CIS - VAT Domestic Reverse Charge New RTI Requirement from April 2022 - CIS Deductions Suffered

Automatic Enrolment

24-25 Automatic Enrolment Assessment Guide Instructing BrightPay of your Duties Start Date Entering your Pension Scheme in BrightPay Processing Eligible Jobholders in BrightPay Processing Non-Eligible Jobholders in BrightPay Processing Entitled Workers in BrightPay Postponing Employees in BrightPay Batch Processing of Employees in BrightPay Processing Opt-out Notices in BrightPay Sending your Pension Information to the Pension Provider Automatic Enrolment Journey Report Generating an Automatic Enrolment Report in BrightPay Switching Pension Schemes/Groups in BrightPay Applying a Salary Sacrifice Arrangement in BrightPay Automatic Re-enrolment in BrightPay Dedicated Pension Providers in BrightPay - GuidanceSalary Sacrifice for Auto Enrolment

BrightPay Connect

BrightPay Connect - Overview Registering for BrightPay Connect Linking an Employer to BrightPay Connect Customising your BrightPay Connect Account Assigning a New User in BrightPay Connect Editing/Deleting a User from BrightPay Connect Standard Users - Invite and Manage Users Enabling Employee Access to Self Service Configuring Employee Self Service Options Disabling/Editing Employee Access to Self Service Inviting Employees to use Self Service Automated Cloud Backup Restoring from a Cloud Backup Two Factor AuthenticationEmployer Self Service PortalEmployee Self Service PortalConnect for Bureaus - New featuresBrightPay Connect - Terms of Service Connect - MultiUser EnhancementsConnect - New Tax Year FAQs Deleting a Company in BrightPay Connect

Frequently Asked Questions GDPR and BrightPay GDPR and the Payroll Bureau Data Processor Agreement

Bright Terms and Conditions and BrightPay End User Licence Agreement Bright ID

Order BrightPay using your Bright ID