Lock a Tax Year

Overview

Config > Payroll > Tax Years is a list of financial years for the regions that are enabled in your portal, with the current financial year for each region indicated in the Tax Year name.

The list includes the Start and End Dates for each year, as well as a column to indicate whether a tax year has been locked.

When a tax year is locked, this prevents further pay runs from being added. This is generally done once end of financial year has been finalised.

Lock a Tax Year

To lock a tax year:

1. Go to Config > Payroll > Tax Year.

2. Tick the Payroll Locked checkbox for the required year

3. Click Save.

If you need to make amendments to the payroll data from a locked tax year, you can unlock the tax year from the same screen by unticking the Payroll Locked checkbox and clicking Save.