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Year End: Procedure to Prepare and Roll Over

Created on  | Last modified on  Highlight Matches

Summary

Sage Pastel Payroll: This guide will assist you to clear your exceptions, roll over into Year End and March as well as creating your Copy Company?

Resolution

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 2023 Update 2b or later has been released you can continue with your Year End on a 2023 update.

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.
If you are receiving a runtime error 75 click here to view a guide for assistance.

Step 10: Install the Legislative Upgrade
2023 Update 2 will be released in the first weeks of March. Check the download manager or Sage City for more information.

NOTE: Re-Terminate Maternity Leave employees.