Starting the new tax year - FAQs

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

a) 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. 

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

• Please see our step by step guide on how to import your data into the new tax year here.

• Your employer and employee details will now be imported into 2024-25 BrightPay.

c) Do I need to set up my payment schedule for the new tax year?

• No your payment schedule will automatically be created based on the settings in the previous tax year that you have imported. You will be ready to start processing your payroll. 

c) Are employees that were leavers in the previous tax year imported?

• No employees that were processed as leavers in BrightPay in the previous tax year will not be imported. You can still access this information in the previous tax year.

d) 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.