Task 6: Start a new payroll year

note : Single-user access

Please note that this task requires single-user access. For more information, see ‘Single-user file locking for special tasks’.

Starting a new payroll year will:

■	clear the payroll history from employee cards

■	prevent you from printing payroll reports for the previous year

■	carry over accrual balances that have the Carry Remaining Leave Over to Next Year preference set in the Accrual Information window of employee cards

■	clear any accrual balances that do not have the Carry Remaining Leave Over to Next Year preference set in the Accrual Information window of employee cards

■	prevent you from editing or deleting paychecks for the previous year.

To 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 want to create a backup file before purging the information, click Backup and follow the instructions in the windows that appear.

3	Click Continue. Follow the on-screen instructions to complete the process.

Related topics

■	Task 7: Check that you have the latest tax tables

■	Starting a new payroll year

■	Purging information that is no longer needed