Year End

Modified on Tue, 15 Aug, 2023 at 8:29 AM

Available from the Tools menu:This option allows you to re-access the year end routines:

  1. to run a system archive (if you did not do that at the time of creating the new year)
  2. merge benefits from a previous tax year (again if you chose not to do this at the point of creating the new year)
  3. Open a new tax year

If you are looking to create the new tax year, please refer to its own guide here: Creating a New Tax Year - Archiving and Merging Benefits

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