The P60/P45/SOE Reports screen can be accessed by going to Bulk Transaction->Payroll->Bulk P60/P45/SOE, as shown below.

The below picture is a screenshot of the main page. We have introduced colour coding option between the reports to differentiate. The grid is quite simple and shows:

Name / Employee Number / NI Number / Sex / DOB / Email Status (P60/P45/SOE)

As this screen will show everyone with a P60 / P45 / SOE, if you want to quickly get one of those documents for one worker, you can use the filters provided. You can search by Name, Employee No or NI Number.

To download the P45 for an individual, you need to find them in the list of people using the search feature above the grid. Once you have found the person you are looking for, you need to click on the “P45” icon under the action column. The PDF will then be downloaded.

To download the P60 for an individual, you need to find them in the list of people using the search feature above the grid. Once you have found the person you are looking for, you need to click on the “P60” icon under the action column. The PDF will then be downloaded. You can also send them a copy straight from the system by using the Mail P60 icon.

To download the SOE for an individual, you need to find them in the list of people using the search feature above the grid. Once you have found the person you are looking for, you need to click on the "PDF/Excel" icon under the action column. The report will then be downloaded. You can also send them a copy straight from the system by using the Mail SOE icon.

If you've just applied YERO to your organisation, now is a great time to send the P60s to all your workers. You can send them in bulk from MDA and let the system work through the emails in the background while you carry on with your daily tasks.

To do so, choose the tax year and select people type and hit "Search", then select all the workers, as shown below.

Once done, you will see the Mail P60 button in the top right is no longer greyed out. Click this button, as shown below.

Please note - the select all button only selects all records on the current page. This means you can only send a maximum of 500 P60s or SOEs out at any given time.

You will be asked to confirm the process, once done you should get this success message.

The email status for P60 will update once the system has sent it to the worker😁

If you've just applied YERO to your organisation now is a great time to send the SOEs to all your workers. You can send them in bulk from MDA and let the system work through the emails in the background whilst you carry on with your daily tasks.

To do so, select all the workers as shown below.

Once done you will see the Mail SOE button in the top right is no longer greyed out. Click this button as shown below.

Please note - the select all button only selects all records on the current page. This means you can only send a maximum of 500 P60s or SOEs out at any given time.

You will be asked to confirm the process; once done, you should get this success message.

The email status for SOE will update once the system has sent it to the worker😁

That's all there is to it! 😁 the system will start working on sending the P60s/SOEs and this can take some time depending on the number of workers. If you feel it's taking an unusually long time to send the P60s/SOEs, please start a conversation with us using the help widget.