This guide will assist you in performing payroll closing or what is commonly known as Yearly Closing as well
Note: Payroll Closing is required in order to generate CP8D and employee's EA form
To perform Payroll Closing, go to Tools > Options > Payroll Closing.
Click on Add new.
Key in the Description if needed.
Ensure that there are no pending items in Adhoc Payroll Items & All Payroll Process are Committed Click on Next for Adhoc Payroll Items (Not Posted) & Payroll Process (Not Committed).
At Year End Summary, you may view and double check the details of the payroll transaction. There is an option for Export as well to export all the data to excel. Once done, click on Confirm & Save.
All clients are reminded to make sure all your data is correct. Then click Yes to continue.
Once you have completed the Payroll Closing you are now authorized to preview or print EA form. There are two buttons in the menu for you to click on, first one is EA Assistant which allows you to manually edit the EA Form and Commit which allows you to send the EA form to the employee ESS (Employee Self Service) for downloading / previewing purpose.
END OF GUIDE