Open topic with navigation

Select Payroll Period End menu > Period End Processing.

Use Period End Processing to automatically perform either quarter or year-end processing based on the quarter entered in the Current Quarter field in the Payroll Options window.

Period End Processing allows you to close the current quarter and cycle the accounting period forward to the next period. Quarter-end processing is usually performed at the end of each quarter. Year-end processing takes place automatically when period-end processing is performed for the last quarter of the fiscal year.

Note Fields in the Payroll Options window are used to determine the current quarter, if retaining year-to-date check history and perpetual payroll history, and the number of years to retain eFiling check history after year-end processing.

The following occurs during quarter-end or year-end:

• Quarter-to-date or year-to date information is cleared.

• Check history is cleared if not retaining check history in Payroll Options.

• The Quarterly Tax Recap is purged.

• Workers' compensation information is purged.

• Terminated employees are removed at year end based on the number of years entered in the Years to Retain eFiling Check History field in Payroll Options.

• All employee deductions with met goals are removed at year end.

• Benefit accruals for each employee are reset based on the options selected in the Payroll Options window at year end.

Warning Backing up your data is an important part of your daily, quarter-end, and year-end procedures. Back up all Payroll data before proceeding.

© Sage Group plc 2019. Privacy Policy | Copyright/Trademarks