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Year End Submission Checklist

Created on  | Last modified on 

Summary

Sage Pastel Payroll: Make sure that you stay on track with your year end submission period by keeping up with our Year End Checklist.

Resolution

1

Are you on the latest version of Pastel Payroll?

2

Have you reinstated your employee on maternity leave?  

3

Have you cleared all exceptions?

4

Have you done your February payroll run?

5

Have you printed your monthly statutory reports?

6

Have you made a backup of your February period?

7

Have you done a pay period update into year end?

8 Have you checked your exception report again to make sure it is still clear?
9

I have rolled over from year end to March

  • - Year end copy company is called_______________
  • - Did you delete terminated employees?
10

Have you Re-terminate the employees on maternity leave (if any)?

11

Have you installed a new legislative upgrade and ran a legislative release?

12 Have you installed the latest version of [email protected]?
13

I have opened my year end copy company and checked exceptions reports

14

I have generated my electronic certificates

  • I am sure that the companies that share the same PAYE number have unique first certificate numbers  for every electronic certificate
15

I have imported my IRP5.21 file into [email protected]

 

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