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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 2022 Update 1 or later has been released you can continue with your Year End on a 2022 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
2022 Update 1 will be released in the first weeks of March. Check the download manager or Sage City for more information.

´╗┐Re-Terminate Maternity Leave employees.