The tax year-end copy system allows you to continue with you new tax year in your live system, and create your tax certificate submission files for the tax year you have completed.

• How do I make a copy system on Sage Classic and Sage Premier?

  NOTE: Ensure that all the operators have closed their payroll systems.

  • From the Company listing screen (before you access any company)
  • Click on Options
  • Click on Copy System then continue
  • Click on OK, once you have read the message which displays
  • Type the location of the copy system directory and then continue

  NOTE: Type in the location of the new VIP Directory (Where you want the copy system to create – e.g. C:\VIPCOPY). It is advisable that you use a label that is unique and descriptive e.g. If you are copying February’s system then you should call the copy system Feb2020. Do not use special characters and do not leave any spaces in the name of the new folder. 

  • Select Yes to proceed, on the message "The Directory you have selected does not exist. Do you want to create it? "
  • Do not interrupt the copy process, as it runs through in DOS
  • Once the copy is complete (The DOS Screen will disappear), a message will appear to say that the copy system is complete. Click on OK
  • Choose Yes to create a unique shortcut which will display on the desktop
  • Type in a name for your Shortcut. Eg: TAX2020
  • Click Continue
  • The new icon will appear on your desktop
  • Please access the new icon and ensure that the payroll system copy directory is identical to your LIVE payroll system.