How do I start processing payroll for the new tax year?

Every tax year we release brand new software in line with the new budgetary requirements for that tax year.

Please download and install the new tax year version of CollSoft from our webpage. 

The software installs in trail mode and you can import from the previous year and process payroll in trial mode. 

The new program installs and is separate to the previous tax year's software. You will see a new CollSoft icon with the Tax Year date, appear on your desktop screen.

Your software for the new tax year will contain an import wizard to bring across your company and employee details from the previous tax year. In doing so, your previous year’s information will remain untouched and accessible.

Follow these steps to import your data into the newly installed software program:

Open the previous tax year's software and minimize the program. Open the new program (new tax year) 

For example, if importing from 2025 into 2026, then open both years. Minimise 2025 and leave 2026 open.

In the new install

1.  Click “File” on the top menu.

2. Select “Import CollSoft Payroll 20XX Data” (the previous tax year) 

3. A Wizard will open-up. Read through it and then click “Next”

4. Select from one of the first 2 options listed below 

Option 1: Import company and employee only or option 

Option 2: Import companies, employees and carry forward unused holiday. Once you have made your selection, click the “next” button.

Note: 

5. If you select option 1 you can always run the import again to import holidays carried forward at at later date. 

To import directly, the previous tax year's program must be opened and minimised. 

6. Click Next to continue - The next screen will list your company names. 

These companies are all selected for import by default. You can unselect a company if you do not wish to import the compant at this time. Uncheck the box in front of the company name to exclude from the import. 

Click Next to proceed.

7.  Click the “import” button

8.  Payroll will import each selected company. Once done, click “OK” on the Import Process complete message box.

You have successfully imported your chosen information from one tax years software into the new tax years software.

If your ROS digital certificate has not expired, this will automatically transfer over into the new program as part of the import process.