Month-End Statutory Filing

The filing rhythm that keeps you out of trouble with the revenue authority — same five steps, whatever your jurisdiction.

The monthly rhythm

1. Publish everything first. Statutory reports read published pay runs. Every run covering the month — regular and off-cycle — must be Published before the figures are complete. An unpublished run is invisible to the filing.
2. Run your country's monthly reports. The set per jurisdiction is in Statutory Reports by Country — typically a contributions filing (NIB/NIS/NIC) and a PAYE remittance where the country has income tax. Set the month, run.
3. Check the exclusion banner before anything else. Employees missing tax identifiers are excluded from the figures with only a banner to tell you. If anyone's listed: add the ID on their profile, re-run the report. Filing without this check understates your remittance.
4. Reconcile one number. The report's total contributions should match the tax lines on the month's pay run statistics. If they agree, the filing reflects what you actually withheld. If they don't, an off-cycle run or a recalled-and-republished run is the usual culprit — find it before filing.
5. Export and file. Excel or PDF per the authority's preference (Bahamas NIB also exports the TXT format for electronic submission). Pay the remittance by the deadline; the report tells the authority what the payment covers.

The annual layer

Year-end adds two kinds of filings, both year-pickers over the same published data: the employer reconciliation (Jamaica S02, Trinidad TD4 Summary, Barbados Annual Employer Return, Saint Lucia Annual PAYE Remittance) which squares your twelve monthly filings, and the employee tax certificates (P24, TD4, TD-5, Barbados certificate) — one page per employee, generated as a single PDF, distributed for their personal returns. If the monthly rhythm held all year, year-end is an afternoon, not a crisis.