How can I retrieve 2023-24 P60s

Thank you for reaching out regarding access to employees' P60s following the transition to Core Payroll. It's essential to understand the steps involved in generating these documents, especially when records appear to be missing. Let's work together to resolve this and put your mind at ease, AndyMac66.

First, make sure all submissions to NEST and HMRC are up to date, as P60 forms are only generated once year-end procedures are finalized.

It's important to note that P60 forms are issued only to employees who are still with the company on the last day of the tax year, which is April 5th. If an employee has left before this date, they will receive a P45 form, which details their earnings and taxes up to the date they left. 

If you have completed the necessary submissions, follow these steps to access the P60:

1. Navigate to the Payroll menu.
2. Select the employee for whom you need the P60.
3. Click on the Documents tab.

If you have already processed the final payroll of the year and the P60 form is still not visible, I recommend contacting our QuickBooks Support Team. They will provide you with troubleshooting steps to generate the P60 information and assist you in calculating the data manually.

Furthermore, I also suggest checking out this informative article: Introducing QuickBooks Core Payroll: Your New Payroll Experience. It offers comprehensive guidance on what to expect before and after transitioning to QuickBooks Core Payroll.

Additionally, take advantage of the QuickBooks Workforce feature to streamline the process of issuing P60s and payslips for your team. Refer to this article for more insights: Invite Employees to QuickBooks Workforce to See Payslips, P60s, and More.

We are here to ensure you have everything you need for a smooth payroll process. Please let us know how this works out or if there’s anything else we can assist you with.