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Reports that show previous tax year values

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

Updated over 3 months ago

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 is a list of standard reports and whether they include previous tax year values.

Reports that have previous financial year tax 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 don't have 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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