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How To Run End of Financial Year Reports

This article will show you where to find your end of financial year (EOFY) reports information  easily.

Updated: March 2026

In this article

Information needed for End of Financial Year Reporting

 At the end of each financial year, you will need the following information for your end-of-year accounts:

  • gross pay for the 12 months before your balance date,
  • gross KiwiSaver contributions for the year, and
  • total leave liability on your balance date.

Where do I access this information?

You can easily access this information in Thankyou Payroll from your Employee Report. Follow this link to find out more about Employee Reports and all the data they contain.

GlobalNav_Path_EmployeeReports

From the Dashboard, go to Reports/Archive and select 'Employee Reports' from the dropdown menu. This will take you to the Employee Reports page where you can access the needed information.

EmployeeReports_EOFY_Reporting2025

The information you need is displayed first in the report, before each employee's year summary:

  1. Gross pay total for the 12 months before your balance date.
  2. Gross employer KiwiSaver contributions for the year.
  3. Total leave liability on your balance date.
  4. The CSV file download provides a full break down of the leave liability information. This can be requested for any date and will give you the leave liability based on the pays that have been processed from 1st April to the date entered.
Info - Blue Block (1)

 

The figures in the leave liability section of the Employee Report is displayed differently in the CSV export. This is because:

  • the CSV file breaks the 8% of gross into 2 amounts: the 8% since most recent anniversary, and the 8% for alt days and allocated leave yet to be paid.
The following numbers match exactly:
  • holiday pay balance are exactly the same
  • the dollar value of leave in advance are the same.

Quick Reports for End of Financial Year Reporting

Another way to access information for your EOFY reporting is through Thankyou Payroll's Quick Reports. 

Info - Blue Block (1)Quick Reports can give you information on PAYE, pay day filing and leave liability in addition to other information. Follow this link to find out more about Quick Reports.

The Quick Reports cover the nine most frequently requested report types, so all you have to do is select the report for information you need.

You can select:

  • the date range for the report,
  • the employee/s you wish to include in the report (present and past employees), and
  • the information you wish to export.

Once exported you'll be able to open the file in Excel or another spreadsheet program.

Information in Thankyou Payroll vs Xero

As you look at your EOFY reports, you may notice that the date of payment to Thankyou Payroll does not match the month when this payment was filed to IRD.

This is because the payroll period a pay is filed into is based on the pay day in Thankyou Payroll, not the date of payment to Thankyou Payroll.

*To ensure your last pay day for FY25-26 is filed within this financial year, your pay must be funded by Monday 30th March for a pay day no later than Tuesday 31st March 2026. 

Feeling stuck?

Our friendly payroll experts are just an email or a phone call away. 

Email us at help@thankyoupayroll.co.nz, or call us on 04 488 7531 for professional, one-on-one guidance.

Making payroll easy. Supporting you.