Year End: Procedure to Prepare and Roll Over

Sage Pastel Payroll: This guide will assist you in clearing your exceptions, rolling over into Year End and March and creating your Copy Company?

NOTE: Watch our video here. 

Step 1: Make sure that you are on the latest version of Payroll
Click here to view our guide.
If the 2025 Update 1 is not released yet, you can continue with your Year End on a 2024 update 2.

Step 2: Reinstating your employee from Maternity leave
Click here to view our guide.

Step 3: Run and clear your Exception Report
Click here to view our guide.

Step 4: Process your payslips for the last period of the year
Click here to view our guide.

Step 5: Print all of your Monthly Statutory Reports
Your EMP 201 will not be available when your company is in Year End.
Click here to view our guide.

Step 6: Make a Backup
Click here to view our guide.

Step 7: Do A Pay Period Update into the Year End period
Click here to view our guide.

Step 8: Make sure that your Exception report is still clear
Click here to view our guide.

Step 9: Roll over and create your Copy Company
Click here to view our guide.
Are you receiving a runtime error 75? click here to view a guide for assistance.

Step 10: Install the Legislative Upgrade
2025 Update 1 was released on the March 4. Check the download manager or Community Hub for more information.

NOTE: Re-Terminate Maternity Leave employees.