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Reset your payroll data

Created on  | Last modified on 

Summary

How to delete all your data in Sage Payroll.

Description

The Reset Data option removes all information entered into Payroll. It allows you to start again but keeps your user, business and billing information.

Sage will automatically keep a backup of your data when you reset, so you can restore if needed. You can access only one system backup, and you can't create manual backups.

CAUTION:

When you reset data in Sage Payroll while it is integrated with Sage HR, the system creates a new company in Sage HR. The system marks the original HR company as dormant and prevents it from reconnecting with payroll.

Resolution

When to use the reset data option

Some examples of when you would need to reset:

  • You've entered dummy or practice information during a trial period. You now want to enter real company information
  • You've started using Payroll in the middle of a tax year and didn't choose the mid year set up option. You created a blank payroll company instead of choosing mid-year setup
  • You have made errors when entering your Payroll information and want to start again

Before you start

  • Print any reports or make a note of any information you need.

Reset your data in Sage Payroll

  1. Select Settings.
  2. From the Personalisation section, select Data Management.
  3. Select Reset Data.
  4. Enter the email address you use to sign into your Sage service, then select Delete Data.

Restore your data

You can Restore your data if you reset it in error, or need to check a piece of information before you reset again.

Restoring data returns you to the point immediately before you chose the Reset data option.