Read our five top tips for year-end

  1. We’ve simplified the process for year-end! Read our guidance and register for our online webinar to understand what you need to do this year.

  2. Check our example scenarios to help you decide what to include on your year-end form and whether your costs are in the right financial year.

  3. Make sure you’ve submitted any costs and reconciled payment card transactions promptly. This will help ensure you’re up to date and prepared for year-end.

  4. Run the Budget vs Expenditure Report to check your latest budget position. You can view details of claims and payments you’ve made previously by running the Claims and Payments Report.

  5. Submit and approve all payroll forms on IPSA Online by 15 April. Our payroll team will review all payments made from the staffing budget in April 2026 and allocate them to the right financial year.

Bonus tip: Proxies, ask your MP to check for, and action, any tasks in their IPSA Online task manager. MPs, make sure your proxies have completed all of their tasks too! And don’t forget, bookmark our guidance so you can always refer back