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FAQs
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Latest News

JR Payroll Checklist

Payroll Preparer Checklist

Business Name

Jack Ross Client Code

Payroll Period

Preparer

Reviewer

Are there any new starters?

Yes

No

Details of new starters (document location)

Are there any employees with different monthly pay to usual?

Yes

No

Details of changes to salary (document location)

Have you downloaded the PAYE notices from HMRC?

Yes

No

Do you know what impact the coding notice has on tax due?

Yes

No

Explanation of impact of updated coding notices

Have you entered gross pay for ALL employees?

Yes

Are there any gross pay additions/deductions this month?

Yes

No

Is this a new type of addition/deduction?

Yes

No

Ensure correct tax, NIC and pension settings for new addition/deduction

Yes

Have you noted ALL changes in "Notes for Employer" (not on notes for payslip)?

Yes

Do the totals on the payroll summary add across?

Yes

Do the figures from the client match our summary?

Yes

No (see notes below)

Notes for reviewer (anything which makes review easier to complete)

Self Review: - Have you compared against previous 2 months to see if constants, additions or deductions have been included?

Yes

Do we prepare the book-keeping for the client?

Yes

No

Have you entered the wages & PAYE journals in Xero?

Yes, journals entered in Xero

P30 Amount

P30 payable this month or next month?

This month

Next month

Upload payslips and summary

Choose File

Enter any other comments for the reviewer

I confirm the payroll is ready for review

Yes

Preparer

Date