How to switch to a different financial year

  • Modified on: Tue, 18 Aug, 2026 at 1:36 PM

Go to the employer tab and change the year there.


A few things to know first:

  • You can switch to a past year, or to next year (if it's already open).
  • You cannot switch years while a payroll run is still open. Close it first.
  • Changing to another year and back can sometimes cause small differences in already-processed salary, because Celery may have made updates since then. This can also affect other employees, not just the one you're checking.

Steps:

  1. Go to the employer tab. You'll see the current financial year listed there.
  2. Click Change.


  3. Choose the year you want.
  4. Click Switch to change current financial year.


  5. Type CONFIRM, then click Switch.


  6. Done — the financial year is now updated.


To go back to the year you started in: click the link at the top of your screen.

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