Answer
If your End of Year totals are not matching your Group Tax report, here are the most common reasons and how to fix them.
Refreshing End of Year Data
This is usually the cause when only one or a few employees are not matching. Corrections may have been made to pays after the End of Year section was already opened, so the figures need to be refreshed.
In the desktop app: In the End of Year Assistant, on the Payment Summary Edit step, highlight the affected employee and click Refresh to update their payment summary figures.
In the online (web/mobile) app: Re-run the End of Year Assistant for the affected employee. The assistant regenerates payment summary figures each time it runs, so it will automatically include any corrections made to their pays.
ETP Payment
If an Employment Termination Payment occurred during the year (redundancy, wages in lieu, etc.), it appears on a second page of the employee's payment summary. This amount is separate from the main gross figure, which can cause the totals to look different when compared to the Group Tax report.
Financial Year Boundaries Are Incorrect
If every employee is not matching, a pay run may be left out or an extra one included in either the report or the financial year being processed. Run the Group Tax report again and confirm the dates match the financial year you are processing.
If you need to adjust financial year boundary dates, this can be done under Company >> Financial Years in the desktop app, or under Financial Years in the Company section of the online app. See How Do I Change Financial Year Dates? for more information.
Itemised Allowances
If an employee's allowance is marked as Itemised under Employees >> Allowances & Deductions >> Allowances, it will be separated from the gross figure on their payment summary in the End of Year section.
The gross amount shown under Employees >> Year to Date is inclusive of any itemised allowances, similar to the gross YTD amount on a payslip. This is why the two figures may differ. See Why Doesn't An Allowance Appear Separately On An Employee's PAYG Figures? for steps to correct itemised allowances retrospectively.
