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Reports that show previous tax year values

Which reports do and don't show previous tax year values

After changing tax year, e.g. moving from one financial tax year to the next, not all reports include previous tax year values.
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The following are lists of standard reports grouped based on how far back they can be run.

Reports that can include previous tax year figures:

These reports have a field, Include Previous Tax Years or Previous Tax Year. When you tick this field, the parameters will include period end dates from previous tax years.

  • Payroll, Reports, Transactions, Payroll Report

  • Payroll, Reports, Transactions, Pay Event Review (Australia)

  • Payroll, Reports, End of Pay, Costing Report

  • Payroll, Reports, End of Pay, Employee Previous Earnings Report

  • Payroll, Reports, End of Pay, Workers Compensation Payable (Australia)

  • Payroll, Reports, End of Pay, Creditor Reconciliation

  • Payroll, Reports, General, Employee Leave History

Several IQ reports include data for previous financial years.

Reports that can't include previous financial year figures:

The reports listed below can only be run for the current Tax Year. They don't include a checkbox to include previous tax year data.

  • Payroll, Reports, Transactions, Transaction Report

  • Payroll, Reports, Transactions, Pay Advices

  • Payroll, Reports, Transactions, Summary of Pays

  • Payroll, Reports, Transactions, Summary of Hours

  • Payroll, Reports, Transactions, Summary of Employees

  • Payroll, Reports, Transactions, Bank Deposit Reconciliation

  • Payroll, Reports, Transactions, Superannuation Employer Contribution

  • Payroll, Reports, End of Pay, Additions and Deductions

  • Payroll, Reports, End of Pay, SGL Reports

  • Payroll, Reports, End of Pay, Payroll Tax Wages (Australia)

  • Payroll, Reports, End of Pay, Bureau of Statistics (Australia)

End of Year Reports:

  • Payroll, Reports, End of Year, Validation Report (New Zealand) - includes all employees.

  • Payroll, Reports, End of Year, Tax Details Report - current and terminated employees within the current financial year.

  • Payroll, Reports, End of Year, Payment Summaries (Australia) - a drop-down is available to select the 2018 financial year and earlier.

  • Payroll, Reports, End of Year, STP YTD Report (Australia) - a drop-down is available to select the financial year. The list will include years where STP2 reporting was used.

  • Payroll, Reports, End of Year, Reconciliation Report (New Zealand) - a drop-down is available to select the financial year.

These Reports can be run anytime:

  • Payroll, Reports, General, Employee Audit Report

  • Payroll, Reports, General, Significant Dates

These Reports are based on current data e.g. cannot go back in time:

  • Payroll, Reports, Transactions, Audit Report

  • Payroll, Reports, End of Pay, Leave Summary and Liability Report

  • Payroll, Reports, End of Pay, Long Service Provision

  • Payroll, Reports, End of Pay, Employee RDO

  • Payroll, Reports, General, Employee Details

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