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1. When you log into Harmony, ensure that you select the correct data year ("2022"). This is the year you would like to close. 
2. Navigate to Payroll > Year End.
3. The steps to close off your year are laid out at the top of the page. Read the details of the process before clicking the arrow to proceed to the next step by clicking "Next >".
   Note: Not all steps may apply to you, and Harmony will automatically skip the steps that do not apply.
4. Select the payroll categories that you’d like to reset to zero for next year, then proceed to the next step by clicking "Next >".
   Note: If your deduction and accrual payroll categories do not have “Reset at Year End” checked, they will not appear in this list. Their values will automatically carry over to the next year.
5. The values for the employee and employer maximums and minimums are automatically entered. However, you can overwrite this value for year-end if needed. To do so, navigate to Payroll Setup > Payroll Categories, change these values, then return to this page. Once this is complete, proceed to the next step by clicking "Next >". 
   Note: Workers' compensation maximums for Canadian provinces and territories will automatically be updated when you update your tax tables for the new year.
   
6. A backup of your data is mandatory. Enter a name for your backup file and click the “Backup” button. Click "Next >". 
7. Harmony will prompt you to type in “CLOSE 2022” (the year you are closing). Enter this into the required field. 
8. Once you’ve typed in the prompted text, click the “Process” button, and then “OK”. Harmony will automatically log you out of the system.
9. Log back into Harmony with the new data year ("2023"). This will be the year that you will begin processing payroll for after closing the year.

Year-End Update Process & Upgrading Your Tax Tables

Because Harmony is a web-based application, Paymate will automatically provide you with the updates to your software. However, you will be prompted to update your database upon logging in and when you are trying to run your first payroll of the new year.

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