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
