To check that Attaché Payroll end of year rollover has completed successfully, perform the checks listed below.
Check the Start of Tax Year date in Payroll Options
Go to Setups, Payroll, Options, Payroll Options, Tax Details tab.
Confirm that the Start of Tax Year field shows 01/07/2026.
Check the Effective for Payments Date (date of tax scales installed)
On the same page as above, find the Effective for Payments Date field.
This should also read 01/07/2026.
Check the year-to-date figures for employees have reset to zero
Go to Payroll, Masterfiles, Employee Details, Enquire.
Select an Employee Code who worked the last financial year.
Click the Summary(F7) button.
The Year to Date and Period to Date values should be zero on this screen if the rollover has been done.
📌Note: If you have not run the end of year process, then you will get the following error message when you try and check the pays using a pay date in July for the new year: The Date Paid is after the end of financial year set in Payroll Options.
If this is the case, stop processing and refer back to the End of year Quick Reference Guide, Checklist and other resources 2025-26 and follow through the QRG and checklist to complete all the end of year steps.