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Revert back to a previous Tax Year

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Summary

Sage Business Cloud Payroll: In this article, you will learn how to navigate back to a previous tax year.

Description

In a previous tax year you can do the tax certificate submission, correct any company or employee validations for the specific tax year and you will also be able to do year to date adjustments

Resolution

On your Sage Business Cloud Payroll (SBCP) home screen:

  1. Click on the drop down on Current period: end date in the black navigation bar
  2. Click on Previous Tax Year:
    Image
    NOTE: If you don't have the current period in the menu bar, your application is not showing in the maximised screen option.  To revert back to previous tax year you can also be found by navigating to Payroll, Previous tax year.
  3. Select the applicable tax year from the drop down menu.
  4. Click on Continue on the bottom right hand side of your screen
  5. A pop up message will appear advising you that you are now in your chosen previous tax year.  Click on OK to continue.
  6. Once in the chosen previous tax year you will be able to:
    1. Clear your company validations, view this guide
    2. Clear your employee validations view this guide
    3. You will be able to do year to date adjustments
    4. You will be able to export your tax certificates for the year you reverted too.
    5. Print payslips for the previous tax year.
    6. Print reports for the previous tax year.

CAUTION: You will not be able to terminate an employee or employ an employee again in the previous year.