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How to edit or delete payroll that has been marked as filed

This article explains how to mark payroll as unfiled in FreeAgent so that you can edit the payslips. It also explains how to delete payroll which has been marked as filed in FreeAgent.

You need to have full (level 8 access) to your FreeAgent account to be able to edit or delete a payroll submission that has been marked as filed.

Please note that if you’ve filed the payroll submission to HMRC using FreeAgent, it’s not possible to delete or undo the payroll submission. If you need to make any corrections in the current tax year to an employee’s pay or deductions after filing the payroll, you can edit the relevant payslip, which will submit the correct year-to-date figures to HMRC in your next submission.

1. Navigate to the relevant pay period

Navigate to the ‘My Money’ tab at the top of the screen and select ‘Payroll’ from the drop-down menu.

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Select the relevant month from the ‘History’ section.

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2. Mark the pay period as unfiled

Before you can make any changes to a pay period which has been marked as filed, or delete the pay period, you need to mark it as unfiled.

To do this, select ‘Mark as unfiled’ in the top-right.

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3. Edit the payslips or delete the pay period

Once the payroll has been marked as unfiled, you can either edit the payslips or delete the pay period.

Edit the payslips

To edit a payslip, select ‘View Payslip’ to the right of the relevant employee’s name.

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Next, select ‘Edit Payslip’ in the top-right.

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Make the required changes, then select ‘Save Changes’ at the bottom of the screen to complete the process. For more details on reviewing and editing payslips, please see this article.

To complete the process, mark the pay period as filed again.

Delete the pay period

To delete the pay period, select ‘Continue Month [X] Payroll’ in the top-right.

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Next, select ‘Delete Month [X] Payroll’. This will delete that month’s payroll, including the generated payslips.

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Select ‘OK’ in the pop-up window to complete the process.

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You can then prepare the payslips again and mark the payroll as filed if you’re filing it to HMRC outside of FreeAgent, or file the payroll to HMRC using FreeAgent.

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