1. Take a backup of your Sage Payroll data:
Completed
2. Download and install the year end update:
3. Check if you have an extra pay period:
4. Process the final pay period of 2024:
5. Validate your data:
6. Run your year end reports:
7. Create and open the 2025 tax year:
8. Set up the new tax year calendar:
9. Set period one of the new tax year:
10. Enable Central Statistics Office (CSO) reporting:
11. Assign ASC settings to your employees, if applicable:
12. Clear your financial year end balances:
13. Validate your data: