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Email Tax Certificates (pre-2019)

Terminology

The terms "tax certificates" and "P60s" are used interchangeably on this help page.

Enable Tax Certificates Option for Employee Self-Service

Once you have enabled your employees for self-service, they can log in and view their tax certificates online if you have activated this function. To do this:

  1. Go to Employees > Self-Service > Settings > General.
  2. Tick the Allow tax certificates to be released to Self-Service box. This activates the self-service tax certificates function. Employees can then log in to self-service to view their P60.

Unless otherwise indicated on release, employees will receive an email notifying them when their tax certificates are released. You can also attach the latest tax certificate as a PDF to these emails by ticking the Attach certificates when notifying employees of release via email box, which appears after enabling the self-service tax certificates function above.

Release Tax Certificates to Self-Service

Once employees have been set up for self-service with the tax certificates function enabled, you can release their tax certificates (P60s) to self-service. To do this:

  1. Go to Filing > Year-end Filing (P35, P60).
  2. Click Release to Self-Service.
  3. Select the correct filing season.
  4. You can choose to release all unreleased P60s, or only those for selected employees.
  5. You can opt out of notifying the employees by email when these tax certificates are released.
  6. Click Confirm.

Release to Self-Service option

The Release to Self-Service option will not appear if the tax certificates function is not enabled (see above).