Payroll Year End

Payroll Year End

Do you need help with Payroll Year End?

How we can help

At TSG we understand this becomes one of your most important and busiest periods of the year – that's why we have Sage, Pegasus and Dynamics NAV software experts on hand to help you run your payroll year end accurately and efficiently, and without too much disruption to your business.

If you require assistance, our experts can help you to;
  • Carry out the payroll year end procedure, ensuring all appropriate checks are carried out
  • Identify and correct any errors prior to Payroll Year End processing
  • Understand the different statutory forms and when they need to be submitted
  • Understand the process for electronic submission of P14 and P35 forms
  • Get ready for processing payroll in the new tax year


Supported Platform Information

Pegasus is supported on Windows Vista and above including Windows 10 (home editions not supported), also supported on server 2008 – 2012 and SQL server 2008 – 2014
NOTE: Windows XP, server 2003 and SQL server 2005 are no longer supported –please speak to TSG to find out more.

Installation Guides

Coming soon. 

Statutory Changes to come in the 2017 Payroll Release

• Apprenticeship Levy
• Scottish Rates of Income Tax
• Gender Pay Gap Reporting
• RTI validation
• Statutory Rates
• Company cars
• BIK uplift – 50% rate
• P60 uplift


FAQs for Pegasus Payroll Year End

I have been sent a CD, do I need to upgrade my system?

If you run payroll then YES you must upgrade your Pegasus system.   If no payroll is in use then there is no need to upgrade right now.

When do I carry out the upgrade?

You should upgrade the software before running the final pay period of the current tax year.

Do I need to run a back-up before I upgrade?

Yes it is imperative that you backup your entire Pegasus system before proceeding with the upgrade.   This is explained in the installation guide.

Where do I find the documents relating to the upgrade.

The documents are all on the CD in a directory called DOCUMENTS.

What are the statutory changes for year end 2016/2017

A link will be posted here to the changes for the 2016/2017 tax year once Pegasus have released the details.

I am running the upgrade CD and it doesn’t say UPGRADE

Make sure you are on the server where OPII/O3 is installed – then try again. If it still doesn’t say upgrade then do not carry on as the installation will go to the wrong place.

Do I need to run a UDS after the upgrade?

Yes Update Data Structures MUST be run on ALL companies and you MUST tick to update the statutory rates on all companies - but note that you do not need to tick on Force Rebuild of Indexes or Run Unattended.

Getting Error 12 after upgrade?

Generally happens when you have not run an Update Data Structures on all companies. Run the UDS now.

Do I need to run a week 53?

This will depend on when your employees are to be paid. It is the date of payment to the employee that defines the period number and not the dates they are being paid for.   If in doubt then check with your tax office.

How do I record my monthly Payments made to HMRC?

In Payroll, P32 Processing click Action and then Payment  - remember to click the Add New record Icon   then enter each month’s Payment.

Online Filing Manager is not working/installed

This must be installed from the CD on each PC that will be sending details through.

What do I have to do to carry out my Payroll Year End?

Refer to the revised Checklist Guide - available for download here.

I have run the year end clear down and there are still YTD balances showing?

This is because you did not tick on the payments and deductions you wanted to clear down. You will need to go back and run Zeroise Balances – within Payroll – EOY/Special Reports and tick the items that you want to clear down.

How can I find out more about Auto Enrolment

Use this link to find out more about Auto Enrolment.


Please keep checking this page for updates and other important information around Payroll year end. We will be updating it regularly with any issues we've uncovered and even a Q&A section which may provide you with quick answers.


  Get in touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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