1. How do I perform the clear totals routine?
Select the 'Year End' dropdown menu and click 'Clear
totals'. Follow the onscreen prompts to proceed.
2. When do I clear totals?
Before commencing the new tax year, totals must be cleared for
the relevant pay frequencies individually; if you have a weekly and
a monthly payroll, you must clear the totals for each frequency
individually.
3. What do I do with the Tax
Basis?
At the start of the new tax year, any employee who is on a
Week/Month 1 tax code basis should revert to a standard basis tax
code. The 'change Week1/Month1' to standard should be selected from
the option given during the 'Clear Totals' process.
4. When clearing totals, a message appears
'Year-End processing not performed. No matching
employees?'
This usually occurs because the incorrect pay
frequency has been selected. Check the payroll status to confirm
which pay frequencies have been finalised then perform the 'Clear
Totals' routine again ensuring the correct pay frequency has been
used.
5. What exactly does the Clear Totals option
do?
When year-end totals have been cleared, all the 'Year to Date'
figures will be cleared from the employee records, including the
SSP, SMP etc in the 'sundry' tab. Any employees with leave dates
will be deleted.
6. Do I need to anything in addition to
clearing the totals?
If the holiday year is run alongside the tax year then you
will need to zero the holiday figures. This is done by printing the
holiday list report directly to printer.
Similarly, if the Pension module is used, you may wish to set
the accumulated Year to Date values back to zero. This procedure
can be performed via the utilities menu, by selecting the 'Clear
Pension Totals' option.
Are you still experiencing difficulties? Please
contact
Support for further assistance.
