Terminate the employee in the Card File

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Payroll setup tasks

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Creating employee cards Entering employee payroll information

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Payroll liabilities

Processing termination payments

Task 1: Determine any outstanding entitlements Task 2: [Optional] Create payroll categories for termination payments Task 3: Process a paycheque for the final pay Task 4: Terminate the employee in the Card File Task 5: Print the employee’s P45

Reviewing payroll information

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Data that will print in this field Required/Optional (P14 field title)

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Starting a new financial year

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Starting a new payroll year

Task 1: Process the last paycheques for the year Task 2: Print payroll reports Task 3: Prepare and submit payroll tax forms Task 4: Back up your company file Task 5: Start a new payroll year Task 6: Optimise and verify your company file

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Paying your employees > Processing termination payments > Task 4: Terminate the employee in the Card File

Task 4: Terminate the employee in the Card File

Once you have finalised the employee’s terminating paycheque, thus finalising the employee’s leave entitlements, you need to enter a date in the Leaving Date field in the Payroll Details tab of the Card Information window.

Once you press enter or tab after entering the leaving date, the system will display a message warning you that all entitlement balances will be cleared for that employee.

■	Task 5: Print the employee’s P45

■	Processing termination payments

■	Process a paycheque for the final pay

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