AccountRight Plus and Premier, Australia only From AccountRight 2020.2 onwards, there's no need to close the payroll year so we've removed that option from the File menu. Stay compliant by using the latest AccountRight version, and see how we've simplifed your end of payroll year. | UI Expand |
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| title | I'm using Older versions - closing the payroll year in AccountRight 2020.1 or earlier and need to close the payroll year |
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| Closing the payroll year will: - clear the payroll history from employee cards
- prevent you from preparing payment summaries for the previous year using the Payment Summary Assistant
- 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 don't have the Carry Remaining Leave Over to Next Year preference set in the Entitlement Information window of the entitlement category
- prevent you from editing or deleting pay amounts for the previous year.
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| title | To close the payroll year |
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| To close the payroll year- Go to the File menu, choose Close a Year, and then Close a Payroll Year. The Close a Payroll Year Assistant opens. Can't see this option? See the note above.
- Click Next and set the new payroll year details.
- Click Next.
Click Backup and follow the instructions in the windows that appear. | UI Text Box |
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| Once the year is closed, detailed payroll information will no longer be available for editing. You should make a back up now, so that if you need to reprint reports or payment summaries you can restore the backup and complete those tasks. |
- When you're ready to close the year, click Close the Payroll Year. The Conclusion window shows the details of the new year.
- When you're done, continue with Updating the PAYG tax tables.
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<h2><i class="fa fa-comments"></i> FAQs</h2><br> |
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| title | Can I roll back a closed payroll year? |
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| Can I roll back a closed payroll year?If you've closed the payroll year by mistake or closed it multiple times, you'll need to restore a backup created before you closed the payroll year. |
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Yes
No
Thanks for your feedback.