As part of the Attaché Payroll end-of-year (EOY) process, prior to running the payroll end of year process, you need to:
Archive your pre-EOY data after your last pay run.
Create a historical payroll company.
Restore your current company data into the history company.
This company becomes a historical record of the data for the year previous financial year and allows you to perform adjustments if something is found to be incorrect in the data after EOY was performed.
To create your historical company
Create an archive of your current company data AFTER your last pay run, but PRIOR to running the payroll EOY.
Create a new history company using the steps in create a new company. You should name this company <company name> historical 2025-26 (where company name is the current company name) or similar.
Restore your data via the backup taken at step 1 into the payroll history company created at step 2.
⚠️Warning:
The payroll company named as the CURRENT company MUST the company you perform EOY on and carry forward to the new financial year.
You CANNOT create a new company using your data AFTER running EOY and use the previous current company as your history company. This is NOT the correct procedure. If this happens;
If after end of year data is used, you will no longer have access to your historical transactions, and you will not be able to perform EOY corrections if required.
In addition, Your Single Touch Payroll (STP) organisation will not be connected to the primary company (which by design has to be the current company).
This means that when you process pays, your STP batches will not go through to the correct STP organisation.
The Cloud Connector connection always connects to the current company with no year, and this should remain so.