Quick answer
Upload the payroll software's own monthly reports (a payroll summary or P11s, and the P32s) for every month of the company's accounting year, the HMRC online account pages for PAYE, VAT and corporation tax, and the CIS returns. Do not upload your own PAYE reconciliation or a payroll summary by tax year: AllDone builds the reconciliation itself from the source reports.
When you meet this
When you prepare the year-end pack. These slots sit in the Creditors section of the Files screen (CIS suffered sits under Debtors). "Read" and "Being proven" are explained in the Year-end export list.
P11 / payroll summary - monthly or annual
This drives the payroll presentation: directors split from staff, gross pay agreed to the profit and loss, net pay walked to the net wages control.
Software | Report to upload | Status |
BrightPay | The Payroll Summary with a section per pay period, PDF or CSV, covering the accounting year | Read |
Paycircle | The annual Payroll Reconciliation, Payroll Report or P11 Summary Report, Excel or PDF. One file covers every month | Read |
Xero Payroll | Payroll Activity Details, Excel | Read |
Sage payroll | P11 Summary, the PAYE and the NIC reports, PDF | Read |
Moneysoft | The month-end pack, or the FPS page for the month | Read |
Any software | HMRC-form P11 Deductions Working Sheets, PDF | Read |
Any software | A Gross to Net report covering the whole year | Read |
PayMaster, IRIS Payroll, Staffology, others | Their payroll summary or P11 per month | Being proven |
P32 (employer payment record)
Needed when the HMRC PAYE statement does not prove the year-end position cleanly; the outstanding list asks for them when that happens.
Software | Report to upload | Status |
BrightPay | P32 Employer Payment Record, or the monthly P30, PDF | Read |
Xero Payroll | The P32 Summary, PDF | Read |
Moneysoft | The P32 page inside the month-end pack | Read |
Any software | A monthly HMRC payment report or Employer's Payslip | Read |
Sage payroll, IRIS Payroll, Staffology, others | The P32 or employer payment record | Being proven |
HMRC online account pages
Screenshots, browser prints to PDF and spreadsheets all work. The year's months often span two tax years: add both.
Slot | Pages to upload | Status |
HMRC PAYE statement of account | The annual statement, the payments history, the monthly position, payment allocation and bills, and the credits history | Read |
HMRC VAT statement of account | The "What you owe" page (or the agent view of what your client owes) and the payments tab | Read |
HMRC CT statement of account | The account position, the period's charge breakdown and its payments | Read |
CIS
Slot | What to upload | Status |
CIS300 monthly returns / payment & deduction statements issued to subcontractors | From Xero: the CIS Monthly Return for each month (PDF) and the CIS Transactions export (Excel). From any software: the payment and deduction statements issued to subcontractors, PDF | Read |
The same slot | The CIS300 return from other software | Being proven |
CIS suffered - deduction statements | The statements from customers who withheld CIS on the company's labour sales, Excel or PDF | Read |
A monthly return and the transactions export behind it count as one month, never twice. Where the two disagree, the return (the filed document) counts and the card shows both figures for that month.
What not to upload in these slots
Your own PAYE reconciliation working paper. The upload says AllDone does not need it: AllDone reconciles PAYE from the P32s, the payroll records and the ledger.
A payroll summary by tax year with no employees or months, for example a sheet with one line per tax year. The upload says it is not needed: AllDone checks the payroll month by month and employee by employee. Upload the monthly summaries or P11s instead. A payroll software's own annual report with monthly figures, such as Paycircle's, is fine.
The RTI EPS and the P60s. They are year-end returns, not P32s or P11s, and have no slot.
The HMRC annual statement or payments history in the P32 or P11 slot. Put them in HMRC PAYE statement of account; dropped in the payroll slots they are flagged with a one-click move.
A P11 in the P32 slot, or a P32 in the P11 slot. Each is flagged with a one-click move to its own slot.
If something looks wrong
The coverage meter shows months still to come. A non-March year end needs months from two tax years. If the payroll moved software during the year, upload both sets: each covers its own months.
A payroll pack waits on the Read and confirm page. Check the months and figures AllDone proposes and approve them.
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