Importing from Previous Tax Year

In this tutorial we will demonstrate how to import company and employee details from the previous tax year.

To import your previous year’s details, simply click on the ‘Import’ button at the bottom of the ‘Open Employer’ screen.

Browse to the location of your previous year’s employer data files, if not already displayed on the screen.

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’. 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. Where there has been an uplift to tax codes ending in L, these will automatically be updated on import.


Demos

BrightPay Payroll Demo

BrightPay Connect Demo

Auto Enrolment Demo


General

Downloading and Installing

Reporting and Analysis


Employer

Setting up a New Employer

Additional Employer Information


Employees

Adding an Employee - Personal / Employment Information

Adding an Employee - Tax / NIC

Adding an Employee - Payment Information

Setting up a Director

Employee Calendar


Importing into BrightPay

Importing Employees via CSV file

Importing Employees via FPS file

Importing from Previous Tax Year

Importing from Sage

Importing from IRIS

Importing from HMRC Basic PAYE Tools


Starters and Leavers

Mid Year Starter

Processing Leavers


Running Payroll

Payment Schedule

Running Payroll

Additions and Deductions

Pension Deductions

Attachment Orders

Processing Holiday Pay

Allocating Pay Across Departments

Finalising Payslips

Making Corrections to Payroll


Payslips

Email Payslips

Export Payslips

Print Payslips


HMRC

Ascertaining Payments Due to HMRC

Employment Allowance

Real Time Information


Automatic Enrolment

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BrightPay and Phasing (Minimum Contribution Increases)

New Employer's Duties Start Date

Auto Enrolment - The Movie!

Auto Enrolment in BrightPay with NEST

Auto Enrolment in BrightPay with Smart Pension

Auto Enrolment & Salary Sacrifice


BrightPay Connect

Click here for more information about BrightPay Connect.

 

BrightPay Connect Overview

Setting up BrightPay Connect


Statutory Payments

Shared Parental Pay (ShPP) Birth

Shared Parental Pay (ShPP) Adoption

Statutory Sick Pay

Statutory Maternity Pay

Statutory Adoption Pay

Ordinary Statutory Paternity Pay (Birth)

Ordinary Statutory Paternity Pay (Adoption)


Payroll Journals

Quickbooks Online - API

Sage One - API

Xero - API


CIS (Construction Industry Scheme)

CIS - Entering Contractor and Subcontractor Details

CIS - Processing Subcontractor Details

CIS Submissions to HMRC


Automatic Enrolment Features

Pension Scheme Set Up

Pre-Assessment & Post Assessment Tool

Assessing Employees

Enrolling Employees

AE Communications

NEST Web Services in BrightPay

Showing AE Contributions on Payslips

Opting In

Opt Outs & Refunds

Postponement

Ongoing Monitoring

AE Reporting

NEST API

Creating AE CSV Files