Payroll - Transfer Company

The following steps should allow you to transfer the information across to a new company. 

1) Open the existing company in Payroll

2) Ensure that the current period has been ended (or the last period).

3) Print the P11s for each employee (Reports… Year End… P11s).

4) Go to Company > Transfer Company.

5) Select All Employees

6) Enter the new company name.

7) Go to Company > Setup immediately after the transfer and check it is ready for the correct period (it should be but best to be sure).

8) For each employee enter Previous NI via the Previous NI button (using the data from the P11s to get the breakdown of the NI etc)

9) Once this is done click Calculate to do the next period.