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:
- Invite you to archive the old year and:
- 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