Set Up the Automatic Clearing of Data

You can set up Sage Simply Accounting to clear your company data automatically at fiscal year-end.

Before you can do this task

To clear data automatically at year-end:

1. In the Home window, on the Tools menu, choose For My Accountant, and then Automatically Clear Data.
2. Select the types of data you want Sage Simply Accounting to clear automatically.
3. Specify how old the data must be before it is cleared. The age of the data is the difference between the fiscal start date of the next fiscal year and the date the data was entered. Sage Simply Accounting can keep data for up to 60 months (5 years).
4. To set up Sage Simply Accounting to automatically clear your tax details, click the Clear Taxes button:
1. Select the Clear column next to the tax information you want to automatically clear. Selecting it again will remove the tax from your automatically clear data settings.
2. In the Months column, enter how old the particular tax information must be (in months) before the data is cleared.
3. Click OK to close the tax window.
5. Click OK.