Before you start the new tax year, you must make a copy of your payroll system, in the final period of the tax year in all companies.
All processing, payments, reports etc. must be completed, before you make the copy of your live system, while you continue processing you payroll in the live system.
You will be using the Tax Year End Copy System to generate your tax certificates to the Receiver of Revenue.
Below are steps to guide you through the process:
A new instance will be available on your Landing Page - be sure to name the instance correctly (e.g. TAX2019)
If you do not have access to the Copy function on the Landing Page, it indicates you are not working on the computer/server, where the system is installed. All Instance Maintenance must be done on the computer/server where the system is installed.
Access can be given to a Super User to remotely Copy and Delete an instance. Click here for a guide to make these setup changes.