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How to access a Tax Year End Instance

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Summary

We guide you to access your year-end payroll instance on Sage Payroll Professional.

Description

When you start a new tax year in your company, the system creates a separate Tax Year-end Instance. The instance creates for the specific tax year and month. You can access this instance later to complete your tax year-end processes and submissions.

Resolution

  1. Log into Sage Payroll Professional.
  2. On the Active Payroll Subscription screen, select More actions.
  3. Choose Tax Year End Management.
  4. Select the year, and locate the month of the year-end.

 NOTE: The Tax Year End screen displays available tax years where your created year-end instances. For each year, you'll see the months where you had a year-end. 

  1. Click Launch next to the tax year-end instance to open.

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