Task 5: Start a new payroll year

End-of-period procedures > Starting a new payroll year > Task 5: Start a new payroll year

Task 5: Start a new payroll year

1

Go to the File menu, choose Start a New Year and then Start a New Payroll Year.

2

If you haven’t already created a backup file before purging the information, click Backup and follow the instructions in the windows that appear.

3

Click Continue. Follow the instructions, which will prompt you step by step through the process.

Starting a new payroll year will:

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clear the payroll history from the employee cards for the previous year

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prevent you from printing payroll reports for the previous year

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clear any entitlement balances that do not have the Carry Remaining Leave Over to Next Year preference set in the Entitlement Payroll Category window

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prevent you from editing or deleting paycheques for the previous year.

Check for tax table update (requires Internet access)

To ensure you have the correct tax tables for the new payroll year, go to the Help menu and choose Check for Product Updates.

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Task 6: Optimise and verify your company file

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Starting a new payroll year

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Purging information that is no longer needed

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Payroll setup tasks

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