Year end preparation

How to clear your exceptions and do the year end process to March on Sage Pastel Payroll.

On the Pastel Payroll dashboard,

1. Make sure that you are on the latest version of Payroll

If the 2026Update1 is not available yet, continue with your Year End process on 2025update2a. For more information, go to the Full install - Sage Pastel Payroll.

2. Reinstating your employee from Maternity leave

Year end re from maternity leave on the masterfile. 

3. Run and clear your Exception Report

Run the Exception report from the View, Statutory reports menu.

4. Process your payslips for the last period of the year

Finalize your payroll run for February. 

5. Print all of your Monthly Statutory Reports

Your EMP 201 will not be available when your company is in Year End.
Print your Monthly reports

6. Make a Backup

Make your final February backup.

7. Do a Pay Period update into the Year end period

Pay Period Update

8. Make sure that your Exception report is still clear

Exception report

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.

10. Install the Legislative Upgrade

2026 Update 1 is tentatively to release on the 6 March. Check the download manager or Community Hub for more information.

11. Re-terminate maternity leave employees

Re-terminate maternity leave

 

 TIP: View our video below