Task 4: Start a new payroll year

End-of-period procedures > Starting a new payroll year > Task 4: Start a new payroll year

Task 4: 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.

▪

Task 5: Install product updates

▪

Starting a new payroll year

▪

Purging information that is no longer needed

More help options

Top of page