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Year End roll over and Creating a Copy Company

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Summary

Sage Pastel Payroll: Creating a copy company during your Year End roll over.

Description

In order to create your copy company  in Sage Pastel Payroll via the assistant you need to be in the Year End period. Check the bottom of the screen to check if your pay frequencies is in the Year End in period. After you have checked that your exception report is still cleared you can do the roll over and then create your copy company.

Resolution

In order to create your copy company via the assistant you need to be in the Year End period. Check the bottom of the screen to check if your pay frequencies are in the Year End in period. After you have checked that your exception report is still cleared you can do the roll over and then create your copy company.

  1. Click on Process
  2. Click on Year End Update
  3. Click on Backup and make a backup to your preferred directory, the backup will run and complete and you will be refered back to the below screen you can now click on Next.
    NOTE: This backup is mandatory, please ensure you save it to a directory that you can easily locate again. 
  4. Click the Copy Company Data check box, the text box will now become available. Give your Copy Company a name, we suggest using “YE2022”, however you can select any name with 8 digits, please just make sure that you can identify this as your Year End Company.
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  5. Click on Next.
    Creating the copy company can take a bit of time, please be patient and don’t end the task.
  6. On the next screen you will need to confirm that you have done the below:
    1. I have made a backup of my company data – Yes you had
    2. I have printed all the annual reports as indicated in my country’s legislative document – This will be done in when you go back to your Copy Company at a later stage
    3. I have printed all the statutory certificates as indicated in my country’s legislative document - This will be done in when you go back to your Copy Company at a later stage.
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  7. After selecting all three you can click on “Process”.
  8. The Year End update will now run.
    This might also take some time, please do not end the task.
  9. You will now be able to Delete Terminated Employees. Click on Filter, automatically all terminated employees will be on the right hand side. If you want to keep any of these masterfiles, you can move the Masterfile you want to keep to the left. Click OK on the filter screen.
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  10. Click Delete
  11. Click Next
  12. Click on Finish You will now be in the March period. Your system will give you a message stating that you need to do a Legislative Upgrade. You can continue to process until May on the previous tax year's tax tables.