Bi-Annual: Submission Checklist

Check that you are on track with your Bi-Annual Submission in Sage Pastel Payroll using this check list.

TIP: View our submission video here.

NOTE: You will only be able to generate your Bi-Annual file in the September to February periods in your Pastel Payroll Software.  You will have to finalise the August period and make a backup of this period, and roll into September or later in order to do your Bi-Annual Submissions.

Step	Procedure	Check
1	It is essential that you are on the latest update. Check the Download Manager to ensure you are up to date. You can find the installation guide here
2	I have done all of my August preparations.
3	Reinstate employees that are on Maternity leave.
4	Re-Run your Exception report to make sure that all your exceptions are still cleared.
5	Generate your Electronic Certificates.
6	Terminate your Maternity leave employees.
7	Download and install the latest version of E@syfile.
8	Import your electronic file into E@syfile.