Employees and payroll
Welcome, and thank you for posting in the Community, ctharinger!
Changing your fiscal year or the start of your financial year will also change the dates in your report. However, your data will not change, so you can simply enter the dates (Jul-Jun) when you need to see the data in your previous financial year.
To change the start of your fiscal year in the settings:
- Click on the Gear icon and choose Accounts and Settings.
- Select the Advanced tab and click on the Accounting section.
- Choose January for the first month of fiscal year option.
- Click Save, and then Done.
You can also check about customizing and saving your customized reports. This will guide you to create reports for the previous FY and save them, so you won't have to customize again when you need the same report in the future.
If you need my help with reports, feel free to go back to this thread.
For more information on taxes, forms, filings, payroll and other Year End activities, make sure to check out our Year End Resources page.
