Benefits: Year end roll over

Benefits in Staffology Payroll do not carry over to the new tax year automatically.

Annual type benefits

An annual benefit is usually processed in full during the tax year it was created in. Annual benefits do not roll over into the new tax year. To continue the benefit, recreate it in the new tax year.

Period value benefits

A period value benefit has a start and end date of the period it is processed over. Period benefits that are still active are automatically rolled over into the next tax year. If they are no longer active but needed again, they must be created again in the new tax year.

Run the benefits export and import again (for both benefit types)

Benefits imported in the old tax year are not displayed until the rollover happens. Import benefits after the rollover into the new tax year.

To download and import the benefits export report: 

  1. Go to Reports, then select Employees.
  2. Select Employee Benefits.
  3. Select the current Tax Year.
  4. Go to Options, then select Benefits.

  5. Select Download CSV.

    To identify the benefit type in the export:

    • Annual benefits have FALSE is displayed in Period Value.
    • Period type benefits have TRUE is displayed in Period Value.
  6. Update the exported details:
    1. Remove any benefits that are not the type being updated. Annual and period values can be imported together, if needed.
    2. Delete the Unique Identifier (Column B). If it is not deleted, it overrides the existing benefit.
    3. Change Tax Year (Column E) to the new tax year in format YearYYYY for example, Year2026.
    4. Check Value (Column I) has the correct value for the new year.

    5. Delete Cash Equivalent (Column K).

      For annual benefits the cash equivalent generates automatically when imported. For period benefits, it is calculated when the benefit is processed each period.

    6. For annual benefits only, check Start Date (Column S) has a date in the new tax year.
  7. To upload the new benefits information, go to Employees.
  8. Select Import.
  9. Select Benefits, then browse for the CSV upload file.

Car benefits

Car benefits only roll into the new tax year automatically if:

  • There is no available-to date set.
  • The available-to date is in the new tax year.

The benefit for the new year keeps the same settings as the previous year.

Loans

Beneficial loans do not roll forward automatically. This is because the closing balance is not known until then, and it is needed for the calculation. To add a beneficial loan manually, go to Recording a benefit for an employee.