Importing from a 2016 Payroll Backup

CollSoft facilitates the option to import from a 2016 company backup. This is relevant when:

  • 2017 is installed to a new PC
  • the 2016 data is located on a different PC/in a different location
  • access issues to the 2016 database
  • add a company from a client backup


HOW TO IMPORT FROM COLLSOFT PAYROLL 2016 BACKUP

1. Take a Backup in CollSoft Payroll 2016

  • Choose the File menu
  • Select 'Backup Data Files'




  • Choose a backup location; e.g. memory key, shared network location etc.
  • Select 'Save'






  • Select the Company/Companies to backup.
  • Select 'Backup'






  • The backup will complete and save.









2.. Open CollSoft Payroll 2017


  • Choose the File menu
  • Select 'Import from CollSoft Payroll 2016 Data file'
  • Select 'From Backup'





  • Browse to the location of the backup file.
  • Select the back file, it will be named 'Payroll 2016 Backup Made on ........bkz'
  • Once the backup file is located and selected choose to 'Open' the backup file.



2. Select Companies for import


  • CollSoft 2017 will read the company data from the 2016 backup file
  • All companies contained within the backup will be listed
  • By default all companies are flagged for import.
  • Select the companies for import.
  • Select 'Import'



  • All the companies can be imported at once or by specific selection.
  • Select 'Un-Select All' to clear the flag and select the companies you wish to import.



3. Import of Tax Credits from CollSoft 2016

Once the Import option is selected you must confirm if you wish to import the 2016 Tax Credits and Cut Off Points from 2016 for each employee.

If you have not received a 2017 tax credit certificate for an Employee, then the Revenue instruction is to continue using their 2016 USC COPs with the 2017 USC rates. If you have imported employees from CollSoft Payroll 2016 along with their 2016 tax details, then CollSoft Payroll 2017 will automatically apply this rule.

Yes - each employee will imprt with their 2016 Revenue Record which is their PAYE Tax Credits and SRCOP AND USC COP into 2017.
No - each employee will import and their Revenue Record for 2017, PAYE Tax Credit and SRCOP AND USC COP will be set to zero.




Once the tax credit import is decided (Yes/No), 2017 will Import each selected company.




4. Complete the Import


The progress of the import will display on screen.






On completion the total number of companies imported from the backup will confirm on screen.










All companies imported from the backup will now be listed in CollSoft Payroll 2017.



IMPORTANT NOTE : 2017 P2C IMPORT
Revenue issued 2017 P2Cs (electronic tax credit certificates) to Employers in December 2016.
It is important that each Employees Revenue details are updated with their 2017 Tax Credit Certificate prior to processing payroll for the 2017 tax year.
Please retrieve your 2017 P2C from your ROS account and import it to CollSoft Payroll 2017 to update each Employees 2017 Revenue details.


Click here to view our Knowledgebase articles for guidance on the P2C:
Creation date: 02/01/2017 23:46     Updated: 02/01/2017 23:46
Starting 2017 tax year
Files
2016 Backup.png
4. Import from CollSoft 2016 Backup.png
8. Import query re tax credits.png
Backup Complete.png
Backup selection of companies.png
Choose Backup location.png
IMport from Backup.png
Progress of Import.png