Companies
Adding a Subcontractor
Last Updated: May 1, 2026To add a subcontractor Edit company >> employer info >>change details >> select yes to CIS >> tick contractor flow & subcontractor flow >> enter the UTR number >> select the month ending for the first CIS return >> save You will then need to add your subcontractors >> select the subcontractor icon, as shown...
Ceasing a Payrun
Last Updated: May 3, 2026Select the company >> go to the payrun summary screen >> select the cease scheme button in green Enter the date you wish to cease the scheme (this will only be processed once final FPS has been successfully submitted) >> save If the final FPS have not been submitted correctly or any of the previous...
Deleting a Company
Last Updated: May 3, 2026Go to your dash board >> click the 3 dots on the right-hand side next to the company >> select remove company >> a warning will appear, if you are sure you want to delete the company permanently, select remove All details regarding this company will be deleted You can also remove a company by...
Deleting a Payrun
Last Updated: May 3, 2026Go to the company payrun summary screen >> select the delete button above the payrun you wish to delete: Select yes if you are sure you want to delete the payrun permanently The payrun will then be removed
Director Payruns
Last Updated: May 3, 2026Click companies at the top of the main screen >> add new company >> enter all company details >> select director only under modules >> You will need to add the HMRC ID’s and any boxes with a * to be able to save You will then need to add all the company setup details...
Finalising/Reopening a Payrun and HMRC Submission Check
Last Updated: May 3, 2026Go to the payroll dashboard (as seen below) Select the month/week you require >> click view details on the right-hand side >> you will then see the payrun summary >> you can add addition/deductions etc. by clicking the dropdown next to the employee (on the right hand side) >> select add to the field required...
How to Assign Someone to a Bureau
Last Updated: May 3, 2026Click users on the top left of the screen >> add new user >> enter name, email address and phone number is optional >> tick the boxes that relate to the amount of access you wish them to have >> save To edit the details or unassign click the apply action box >> select the...
Adding CIS & Sub-contractors
Last Updated: May 3, 2026Go to the company details >> employer info Change details >> tick yes to CIS >> tick contractor flow and/or subcontractor flow >> enter UTR number >> select month ending for the first CIS >> save If you wish to disable the CIS, go back into employer info >> select no under CIS >> save...
Roll Over to New Tax Year
Last Updated: May 3, 2026Processing the tax year-end and starting the new tax year in FreshPay In order to complete the year-end process the following steps need to be completed. Preparing for year end: 1. Filing the last RTI submission for 2023-24 2. Producing P60s for employees 3. Creating a new payroll data file for 2024-25 Please find below...