Year end submission checklist

Summary

A checklist to help you with your year end submission in Sage Pastel Payroll.

Resolution

 

1

Update to the latest version with a Full install.

         
2

Reinstate from maternity leave.

         
3

Print your Exception report.

         
4

Finalize your February Payroll run.

         
5

Print your monthly statutory reports.

         
6

Create your February backup.

         
7

Run your Pay period update

         
8 Print your Exception report.         
9

Run your Year end update.

  • Year end copy company name _______________
  • Delete terminated employees
         
10

Terminate employees for maternity leave.

         
11

Install the Legislative update.

         
12 Downloading and installing E@syfile         
13

Open your copy company

         
14

Generated your electronic certificates

  • Companies with the same PAYE number need to have a unique first certificate number. This is for each electronic certificate file
         
15

How to import the IRP5 file into E@syfile

           

 

 

 

Ensure every employee gets their tax certificate

Get your custom IRP5 stationary today.

Order now

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Solution Properties

Solution ID
200430122236954
Last Modified Date
Wed Apr 30 11:20:14 UTC 2025
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Product Details
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