Copy a company
IRIS Earnie IQ
If you do not have time to complete all your year-end steps before starting the new tax year, you can make a copy of your company.
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Open the required company.
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Go to the Company menu and select Copy Current Company.
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Check the company name is selected and choose Exact Copy.
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Check the copy is correct.
You can now run a Year-end Restart on your original company to begin payrolls for the new year and use your copied company to complete year-end procedures.
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The company you copied will now have the name Copy (1) of... You must change this to the correct company name.
You must ensure the year-end steps are carried out on the copied company.
A copy can also be made in Admin via File | Companies.