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

note : Single-user access required

[AccountEdge Network Edition users only] 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 (unless you keep paycheque information when you start a new financial year)

▪	prevent you from preparing payment summaries for the previous year using the Payment Summary Assistant window

▪	carry over entitlement balances that have the Carry Remaining Leave Over to Next Year preference set in the Entitlement Information window of the entitlement category

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

▪	prevent you from editing or deleting pay amounts 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 payroll 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 6: Load the latest tax tables

▪	Starting a new payroll year

▪	Purging information that is no longer needed

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