Initiating the Create New Year Process

Whilst already logged into the system, select Tools > Year end > 3. Open new tax year 

or... select the "new" Tax year required (20xx/20xx) on the log-on screen and enter your username/email address and password as usual.

Either of these methods will initiate the "create new year" process, which will:

  1. Invite you to archive the old year and:
  2. Offer to merge past year's benefits into the newly created year (e.g Cars, Medical Insurance, Loans, Relocation Expenses, etc.)

Archiving data

For a step-by-step instruction on how to archive data in the P11D Organiser click on the following link:
Year End - Archiving Data

Merging benefits

For a step-by-step instruction on how to merge benefits from the previous year click on the following link: 
Year End - Merging Benefits