Complete the following preparation tasks before you run your year end assistant.

Run the data integrity

Ensure there are no errors in your data and allow your year end assistant to run efficiently.

For guidance, follow the steps in the Year end Preparation - Data integrity article.

Check that you have a retained income account

You must only have one retained income account or your year end assistant won't run correctly.

To find out how to do this follow the Year end preparation - Checking for a retained income account article.

Checking for open batches

The year end assistant won't run if you have open batches.

Follow the Year end preparation - Open batches article to check.

Running your year end reports

We recommend you print several reports for your submission.

Find out more from our Year end preparation - Running financial reports article.

Back up your current company data

We advise that you take a backup before you run the year end assistant.

For steps how to do this follow our Processing a backup article.