Bi-Annual: submission checklist

A checklist to help you with your mid year submission in Sage Pastel Payroll.

 NOTE: You can only generate the Bi-Annual file between September and February. Finalise and backup the August period, then roll into September or later to proceed with submissions. 

Step	Procedure	Check
1	It’s essential that you are on the latest update. Check the Download Manager to ensure you’re up to date. You can find the installation guide here
2	I’ve done all of my August preparations.
3	Reinstate employees that are on Maternity leave.
4	Re-Run your Exception report.
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.