Create copy system for Tax Year End submissions

The year-end copy system allows you to create your employee tax certificates and reports for submission to your revenue service. You can continue processing in your live system.

Requirements to create a Copy System

• The system copy requires the destination drive to have enough available disk space
• No users can access the payroll system during the system copy process

Steps to create a Copy System

1. From the Company Listing screen (before you access any company), select Options. 
2. Select Copy System, then select Continue.
3. Click OK, once you have read the on-screen message.

4. Type the file location of the copy system directory and then select Continue.
   
   NOTE:

   Type in the location of the new directory to create the copy system, for example, C:\Tax2026. It’s advisable that you use a unique and descriptive label, for example. If you’re copying February’s system, then we recommend naming the copy system 'Feb2026'. Don’t use special characters and don’t leave any spaces in the name of the new folder.

5. Select Yes to proceed.
   Don’t interrupt the copy process while it runs through the copy process.
6. An on-screen message confirms the copy system process is complete. Select OK.

8. Choose Yes to create a unique shortcut that will display on the desktop.
   
   CAUTION:

   If you didn't get the option to create a shortcut, the copy process didn't complete. This is due to insufficient hard drive space or files in the folder still in use.

    

9.  

   Type in the name for your Shortcut. for example 'TAX2026'.
10. Select Continue.
    The new icon creates on your desktop.
11. Access the new icon and companies to confirm the system works.
12. Review access control to the copy system.
13. If multiple users need to access the copy system:
    
    • Share the folder on the network for specific users
    • Set the folder as a trusted site and create shortcuts for network users

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