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How do I archive my Payroll data?

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Summary

This article provides steps for archiving payroll data.

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Resolution

CAUTION: Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage business partner, network administrator, or Sage customer support analyst.

  1. Back up your data: Make a backup of your data before proceeding with these steps. See How to Back up Company data with System Administrator including SQL Replicator
  2. Move terminated employees: Move terminated employees that no longer need to be included on government tax forms. For detailed steps see How do I move employees in Payroll?
  3. Move checks from Current to Current: Move check records for the employees archived in step 1. For detailed steps see How do I move payroll checks? (moving payroll checks from Current to Current)
  4. Move checks from Current to History: Move check records from the Current file to the History file for employees that are still active. For detailed steps see How do I move payroll checks? (moving payroll checks from Current to History)



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Related Solutions

Where can I find Year-End Procedures Guides (YEPG)?
How do I move payroll checks? (moving payroll checks from History to History)
How do I archive my data?
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