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Navigation Menu
Navigation Menu
Services
Tax Advice & Accountancy
Accounting Support
Auditing
Corporate Consultancy & Funding
Forensic Accountancy
Cloud Accounting (JacRox – Xero)
Legal Services
Pension Planning
Personal Tax Management
Succession & Inheritance Planning
Year-end Tax Strategies for Business
About Us
Manchester’s Premier Accountants
Meet Our Senior Team
Our Rich History
Privacy Notice
Terms & Conditions
Join Our Team (Careers)
Success Stories
Contact Us
FAQs
Downloads
Advice Sheets
Newsletters
Budget Reports
Tax Cards
Latest News
Making Tax Digital
Budget Updates
Business Advice
Economic Trends
HR Best Practices
Jack Ross News
Legal Updates
Pensions News
Tax Regulations
VAT Guidance
Wealth Management Tips
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
Submit Form