Send year-end tax certificates to all employees (P60, W-2, H1, P9A, IRP5, annual statement)
One click on the Year end page e-mails every employee paid in the tax year their country's certificate PDF plus a portal link.
Certificates are built from every approved payslip in the tax year, so approve all pay runs first. Employees can also download the same certificate themselves in the portal → Documents (with a tax-year toggle). Individual certificates remain available to the employer from the employee drawer and the Year end tasks.
Step-by-step
- 1Open Payroll → Year end
Pick the tax year. The green card at the top names the certificate for your country and shows how many people were paid, how many have a work e-mail and who will be skipped.
- 2Click 'Email … to everyone'
Confirm. Each employee receives the certificate PDF (GB P60 · US W-2 · Nigeria Form H1 · Kenya P9A · South Africa IRP5 or IT3(a) · Ghana/Tanzania/Uganda Annual Earnings & Tax Statement) and a button that opens the Documents tab of their portal.
- 3Check the summary
Sent / no e-mail / failed are listed per person; the card remembers the last send. You can resend to everyone or retry only failures.