Importing Details From The Previous Tax Year

To import your previous year’s details, simply click on the ‘Import’ option on the ‘Open Employer’ screen. Here you will find two options – to import from BrightPay 2012/13 or to import from a 2012/13 P35 XML File.

 
Importing from BrightPay 2012/13

1) To import from BrightPay 2012/13, select this option from the listing. 

2) Browse to the location of your 2012/13 employer data files.

3) Select the employer file you wish to import and click ‘Open’. Alternatively, to import more than one employer file at the same time, hold down your ‘Ctrl’ button on your keyboard, highlight the companies you wish to import and click ‘Open’. 

4) A confirmation message will subsequently appear to confirm the successful import of the companies you have selected.

Please note, it is always recommended that all company and employee details are verified before processing any payroll to ensure information imported across is still applicable and correct for the new tax year.  Tax codes imported from 2012/13 and ending in L will be automatically uplifted by 134 in BrightPay 2013/14.

 

Importing from a 2012/13 P35 XML File

1) To import from a 2012/13 P35 XML file, select this option from the listing.

2) Browse to the location of your 2012/13 P35 file and click ‘Open’.

3) On the ‘Welcome to BrightPay’ screen, check you have selected the correct file and click ‘Next’ to continue.

4) Select how you would like to use BrightPay and click ‘Next’.

5) Enter your employer details and click ‘Next’ again.

6) Complete your Employer Registration section accordingly, followed by any departments you may wish to set up.

7) On the next screen, choose the default settings you would like for a typical employee. 

8) To protect your payroll information, a password must be set and will be required to open the employer data file in future. Enter a password of your choice and re-enter to confirm this.  Click ‘Save and Finish’.

9) Choose a location to save your employer file to. Employer files should always be kept away from the Bright Pay installation folder, for example by saving them to a separate folder created on your local C drive. Multiple users of Bright Pay who wish to share employer files across a network should ensure that this folder is created on the network so that employer files can be saved here for shared access. The software itself however must be installed and run locally on each individual user PC. 

10) Click 'Save' to set up your employer

Please note, due to the limited amount of company and employee information contained within a P35 XML file, only basic employee information will have been set up for you in BrightPay. Therefore it must be noted that additional information may need to be manually entered (eg. directorships, marital status etc) within each employee record before any payroll is processed.

This is also applicable for your company information found within the 'Employer' utility.