Working with the End of Year Tax Forms Assistant

MYOB Accounting's End of Year Tax Forms Assistant simplifies the complicated processes of preparing, printing, verifying and filing your end-of-year tax forms. When you use the Assistant to prepare your year-end forms, Accounting calculates essential information for your P14, P60 and P35 forms using information extracted from your company file. The Assistant also helps you pinpoint and finalise important information that you may need to transfer to other official tax forms.

With the Assistant, you can:

Prepare and print form P14 for submission to HM Revenue & Customs by post.

Prepare and e-file forms P14 and P35.

You may be eligible for tax-free incentive payments if you e-file

Prepare and print P60 forms for distribution to your employees at tax time.

Review and verify the information in your P11 (NIC) and P11 (PAYE) reports.

Prepare and print or e-file amended copies of P14 forms.

Prepare and e-file test payroll tax form data.

Prepare and e-file amended copies of form P35, and print all forms and reports containing data you need on your amended returns.

Print copies of all your year-end payroll tax forms and reports for your records.

Using the Assistant

Navigating through the End of Year Tax Forms Assistant is simple. The left pane in each window shows your progress through the steps required to prepare your end-of-year payroll tax forms. The steps that you have completed appear in regular weight type. The step that corresponds to the window where you're currently working appears in boldface type. Any steps that you have not yet completed appear in a lighter font.

Note: User access settings can affect the End of Year Tax Forms Assistant

Navigation buttons

Use the buttons at the bottom of each window to move from step to step in the Assistant:

Click Next to save your work in the current window and move to the next step.

Click Back to discard any work you've done in the current window and return to a previous step.

Click Close to save all the work you've done in the Assistant during the current session and return to the Payroll Command Centre.

E-filing your end-of-year tax forms

You can use the End of Year Tax Forms Assistant to file your P35 and P14 forms electronically through your MYOB Accounting software. Your MYOB software meets the HM Revenue & Customs Quality Standard, and is accredited for filing your end-of-year tax forms online.

Notes:
You must e-file form P35 with form P14

Form P38A must be prepared and filed manually

For more information

If you have questions about preparing or filing payroll tax forms, consult your accountant or tax advisor. You can find detailed information about completing all employer tax forms at the HM Revenue & Customs website.