If you receive ‘Change Tax Year cannot be performed because there are unposted transactions’ when running Change Tax Year, it means that there are outstanding transactions. You'll need to either delete or finish processing the transactions before you can proceed with Change Tax Year.
Step one - check the Transaction Report
Go to Payroll, Reports, Transactions, Transaction Report.
Choose <All> for Payroll Company, Location, Pay Point, and Transaction Type.
Leave From Employee and To Employee blank.
Select your first Pay Frequency and the current Period End Date.
Click Preview.
If you receive a message, ‘There are no records to print!’, it means that there are no transactions for the Frequency and Period End Date that contain values for a pay component.
Repeat these steps for each Pay Frequency.
Note: To find the current Period End Date go to Payroll, Maintenance, General, Pay Frequencies and edit the Frequency. Processed will be unticked for the current Period End Date.
Step two - check for zero Termination Transactions
If no transaction appears for any of your Pay Frequencies on the Transaction Report, there may be a zero Termination Transaction. This can occur if you process a Termination Transaction and there is nothing to pay them. To check:
Go to Common, IQ and select IQB-RET003 - Payroll Employee Transaction Total Details (Report).
Enter 1 in Include Terminated.
Enter the current Period End Date as the Period End Date From and Period End Date To.
Click OK to produce the report.
Repeat this for each Pay Frequency.
The report should appear with the Employee who is causing the issue.
Step three - fix the error
Once you have established which Employee has a transaction, you can either:
Complete the Payroll Process. Make sure that the Period End Date and Payment Date are on or before 30 of June in the current financial year.
For information on changing a pay period end date, see Adjustment Pay Runs.
Or delete the transaction by going to Payroll, Transactions, Processing and select the Transaction screen. When the transaction screen is open, enter the employee, highlight the transaction in Transaction Summary and click Delete Selected.
To terminate the Employee, go to Payroll, Maintenance, Employees, Employees and edit the Employee. In Termination Details, enter a Termination Date, Termination Reason and STP Cessation Reason. Click OK to save.
Once either of the above has been completed, you will be able to successfully Change Tax Year.