Payroll

Monthly runs appear automatically for every client on the Payroll service. Switch between monthly and weekly runs at the top, and use the arrows or This month to change period.

Moving a run along

Each run goes through Not started, Info requested, Info received, Prepared, Awaiting sign-off and Completed. The button on each row does the next step: Request info, Mark received, Mark prepared, then Documents and sign-off. Request all emails every client for the period at once.

Documents and sign-off

Under Payroll documents, Upload payslips, the employer summary and anything else, and mark which need the client's signature. Then send them to the client, who signs off in their portal. Uploaded documents also appear in the client's Documents tab.

Octotax tracks the payroll workflow and documents. It doesn't calculate pay or send submissions to HMRC.