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Pegasus 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 Pegasus 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, carrying out all appropriate checks

  • 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

Useful links

This year’s payroll upgrade is now available and can be downloaded from the Pegasus Download Centre.

Please check in here for any legislative changes to rates and allowances needed after the March Budget.

Any questions regarding any of this information please contact the Pegasus Support team via the Customer Portal or if your call is urgent by calling 0333 220 0777

P60 End of Year Returns

For the 2020-21 tax year, HMRC are no longer providing pre-printed P60 stationery. Therefore, the option to print to HMRC stationery has been removed. The report can now be printed to plain paper in either colour or monochrome format and uses the approved HMRC substitute P60 design.

Carrying out your own Pegasus payroll upgrade?

If you are planning to carry out your own upgrade then, as was the case last year, the release specific to your site can be downloaded from the Download Centre once it is available, which will be around early to mid-February. Please note that, like last year, no disks will be sent out this year. If you already have a login for the Download Centre used for last year’s upgrade please note that you can use the same login to access your payroll release for this year.

If you don’t yet have a Download Centre login then please email stating your company name, license number, contact name and the email address to be registered. You will be sent an email from Pegasus to allow you to confirm your registration and allow you to login to the site where you can download the software once it is available.

Please note that this email will come from and might be caught in your junk mail or spam filter, so be sure to check for that. Also, please note that the Online Filing Manager will not need to be upgraded again this year. If in doubt as to any other pieces of software within your Opera system, e.g. bespoke or any third-party software, then please call (0333 220 0777) or contact support for advice. Please note that assistance with self-upgrades is not covered by your support contract and would be chargeable.

You will need a new activation for your upgrade, so please email when the software is available for download, stating your company name and license number and your activation will be sent to you.

There is a lot of information available in the Pegasus Information Centre and that is worth keeping an eye on regarding release information. That includes the checklist for carrying out your year end, as well as instructions on how to carry out your upgrade in the Checklist Guide – again available once the software is released. Please ensure your systems meet the software requirements for the upgrade.

Those of you who have already booked a consultant to come to your site to carry out your upgrade for you can ignore all the above; we will do all of it for you! If you would like to book an on-site visit then please let us know.


  • 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.

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

    Make sure you are on the server where Opera II/Opera 3 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.

  • When do I upgrade?

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

  • 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 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?

    This year all the documents are online - go to Pegasus' website to find all the information you will need. Note that the documents will not be available for the payroll versions until the software has been released.

  • How can I find out more about Auto Enrolment?

    Please refer to the Pensions how-to guide.

  • What are the Statutory changes for the new tax year?

    All changes can be found in this link

  • Do I need to run a week 53?

    This depends when your employees are 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.

  • Do I need to run a UDS after?

    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.

  • Online Filing Manager is not working/installed

    This must be downloaded from the Pegasus website and installed on each PC sending details through.

  • What do I have to do to carry out my payroll year end?

    Once the software is released then use this link to obtain the latest Checklist Guide.

  • 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 Pegasus icon then enter each month’s payment.

  • 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.

  • I have downloaded my new software but I do not have a license key for it

    You do not need a license key for either the OFM upgrade or for the Capital Payroll Upgrade for OFM. When the 2021/2022 payroll versions are available (from mid-February) you will need a license key to load them – once you have downloaded the software please email giving your company name and license number and the key will be emailed to you.