To create your copy company in Sage Pastel Payroll via the assistant, you must be in the year-end period. Check the bottom of the screen to see if your pay frequencies are in the Year End in period. After you check that your exception report is still cleared you can do the rollover, and then create your copy company.

To create your copy company via the assistant, you must be in the year-end period. Check the bottom of the screen to see if your pay frequencies are in the Year End in period. After you have checked that your exception report is still cleared you can do the rollover, and create your copy company.

1. Click Process
2. Click Year End Update
3. Click Backup and make a backup to your preferred directory. The backup will run and complete and you will be taken back to the below screen you can now click Next.
   NOTE: This backup is mandatory. Ensure you save it to a directory that you can easily locate again. 
   
4. Click the Copy Company Data check box, the text box will now become available. Give your Copy Company a name, we suggest using “YE2023”, however, you can select any name with 8 digits, please just make sure that you can identify this as your Year End Company.
   
5. Click Next.
   Creating the copy company can take a bit of time, be patient and don’t end the task.
6. On the next screen, you will need to confirm that you have done the following:
   1. I have made a backup of my company data – Yes you had
   2. I have printed all the annual reports as indicated in my country’s legislative document – This will be done when you go back to your Copy Company at a later stage
   3. I have printed all the statutory certificates as indicated in my country’s legislative document - This will be done when you go back to your Copy Company at a later stage.
      
7. After selecting all three, you can click “Process”.
8. The year-end update will now run.
   This might also take some time, do not end the task.
9. You will now be able to Delete Terminated Employees. Click Filter, and automatically all terminated employees will be on the right-hand side. If you want to keep any of these master files, you can move the Master file you want to keep to the left. Click OK on the filter screen.
   
10. Click Delete
11. Click Next
12. Click Finish You will now be in the March period. Your system will give you a message stating that you need to do a Legislative Upgrade. You can continue to process until May on the previous tax year's tax tables.