Skip to main content

Revert to the previous tax year

How to revert to the previous tax year in Sage HR and Payroll.

K
Written by Kombie Makhubele

You revert to the previous tax year when you find an error in your year‑end process and need to correct it. Reverting lets you update employee details, adjust earnings or deductions, and fix tax values before finalising the year again.

You also revert if you closed the tax year too early and still need to run a payroll, make changes or complete reports.


Revert to the previous tax year

  1. Select Pay runs.

  2. Select Completed pay runs.

  3. Select the Revert pay run option.

  4. Follow the prompts to move back to the previous tax year.

Check the tasks before you roll over

📌TIP: Make sure you've completed the following:

  • All pay runs for the tax year

  • All required submissions

  • All reconciliations

  • Any final adjustments

Did this answer your question?