Preparing an amended return

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Preparing an amended return

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If you have already submitted an original return and you need to change the details you submitted, you can use the End of Year Tax Forms Assistant to prepare an amended return. You can submit as many amended returns as required, until you’ve closed the current financial year and started a new one.

The process for amending a return is the same as for submitting the original return. However, the data that you entered when you first went through the assistant will already appear in the assistant’s fields, and you will need to enter only the amended amounts in these fields.

Printed P14 forms show only the amount of change reported on amended returns

HMRC requires that only the difference between original and amended amounts be reported on amended P14 forms. When you file amended P14 forms using your software, however, the calculation is performed for you.

If an original P14 showed £234.36 for Statutory Sick Pay (SSP), but the correct amount should be £243.66, you would enter the corrected amount (£243.66) in the SSP Pay field in the P14 & P60 Employee Information Window when you prepare your amended return.

When you submit your amended return, your AccountEdge software will calculate the difference and report only the amount of the adjustment (£9.30) to HMRC. Similarly, when you print the amended P14, the form will show £9.30 in the Statutory Sick Pay (SSP) field.

If the amount shown on the adjusted return is less than the amount reported on the original return, the amount shown on the printed P14 will be a negative number. For example, if an original P14 showed £243.66 and the amount is adjusted to £234.36 on the amended return, the printed form will show –£9.30.

The P14/P60 Summary report will show both the original value and the amended value for every field on the printed P14 and P60 forms. If you complete your end of year tax forms manually and file them by post, you should print the P14 / P60 Summary report so that you will have a record of the actual amounts you entered on any amended returns that have been filed.

You can also use the Assistant to prepare and print amended copies of form P14 for submission by post. When you prepare a printed copy of form P35 as part of an amended return that you will submit by post, you can use the Assistant to generate the reports and forms that you need to determine the correct amounts to be entered manually on the amended form P35.

To e-file an amended year-end tax return

1

Click Prepare Payroll Tax Forms in the Payroll Command Centre to open the End of Year Tax Forms Assistant.

If options for preparing an original return appear when you open the Assistant, you have not yet filed an official year-end tax return.

2

Select e-file option. Click Next to continue to the next step in the Assistant.

3

Follow the instructions in each subsequent window of the Assistant to prepare an amended return.

4

To amend the data in your return, delete the original entries and enter the corrected amounts in their places. If any entries don’t need to be changed, leave them as they appeared on the original return.

Important: Only the amount of change is reported to HMRC on amended P14s. After filing an amended return, be sure to print the P14/P60 Summary report to show the actual amounts you entered in the Assistant.

To amend a printed year-end tax return

1

Click Prepare Payroll Tax Forms in the Payroll Command Centre to open the End of Year Tax Forms Assistant.

If options for preparing an original return appear when you open the Assistant, you have not yet filed an official year-end tax return.

2

Click manual filing option. Then click Next to continue to the next step in the Assistant.

3

Follow the instructions in each subsequent window of the Assistant to prepare your amended return.

The remaining steps in this process are the same as steps 3 - 5 of ‘Preparing and filing payroll tax forms’. However, all of the data you entered when you prepared your original P14s and P35 will appear in the fields where you entered that information in the original return.

4

To amend the data in a return, delete the original entries and enter the corrected amounts in their places. If any entries don’t need to be changed, leave them as they appeared on the original return.

5

Print the P14/P60 Summary report for your records.

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Preparing and filing payroll tax forms

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Enrolling in PAYE Online for Employers

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Submitting test data before e-filing

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Additional information about completing year-end tax forms

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