Pastel Payroll Year-end checklist

Pastel Payroll Year-End Checklist

1. Part 1: Initial Preparation

   • Update to the latest version with a Full install
   • Reinstate employees from maternity leave

2. Part 2: February Payroll Finalisation

   • Print your Exception report
   • Finalize your February Payroll run
   • Print your monthly statutory reports
   • Create your February backup
   • Run your Pay period update
   • Print your Exception report again

3. Part 3: Year End Update

   • Run your Year end update
   • Year end copy company name _______________

4. Part 4: Post–Year End Tasks

   • Terminate employees for maternity leave
   • Install the Legislative update
   • Download and install e@syFile
   • Open your copy company

5. Part 5: Generate and Submit Certificates

   • Generate your electronic certificates
   • Import the IRP5 file into e@syFile

6.  

    

    

   Ensure every employee gets their tax certificate

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