End of Year Cleardown

Use the End of Year Cleardown command to clear down all relevant to-date values from employee records, such as PAYE, NI, Statutory Payments and so on, so that the payroll is ready to use in the new tax year. The application also creates a new Payroll Calendar for the following tax year.

During the process a form is displayed that lists all the payments and deductions on the payroll. You can click to select those payments and deductions for which you want to clear balances or press F5 to select to clear all payments and deductions.

Each employee's year-end pay is recorded during the End of Year Cleardown so that details can be viewed on the Payroll - Processing - Tax Year History form in the new tax year. The maximum number of years of tax history displayed is controlled by the Tax Year History option on the Payroll - Utilities - Set Options form.

An audit report is displayed on screen after the End of Year Cleardown is run. Check that report for general warnings and information relating to specific employees.

Use the year-end Checklists Guide upgrade guide to complete the year end and start the new tax year. Please visit docs.pegasus.co.uk and go to the User Guides section.