NZ tax year‑end made easier: MYOB PayGlobal packages explained
Tax year end can sneak up fast – especially when you’re juggling roster changes, leave, and day-to-day payroll queries. The MYOB PayGlobal New Zealand tax upgrade packages are designed to take the heavy lifting off your team, so you can roll into the new year confident your system is compliant, clean, and ready to go. This post walks through what the packages actually do for you, what’s included in each level, and what’s new this year. What are the MYOB PayGlobal EOFY packages? Each year, MYOB releases an update for MYOB PayGlobal with the latest supported tax changes and product improvements. The tax upgrade packages bundle that software update with a set of fixed‑scope services, delivered remotely by MYOB PayGlobal consultants. Tax packages – at a glance We’ve got different packages to help businesses of all shapes and sizes manage year-end: Essentials – MYOB manages your core product tax software upgrade and conducts essential payroll database health checks to ensure you’re set up for tax time with optional add-ons: Holidays & Calendars – keep your payroll in sync with the correct public holidays and regional anniversary days, ensuring the right holiday rules and entitlements will be automatically applied. Ensure your accumulators and period dates stay aligned and ready for the new tax year. End of Year Reporting & Balancing – MYOB PayGlobal experts will help to run and reconcile your key payroll and tax reports, so you can close the year off cleanly and confidently. The Works – everything above in one comprehensive package. Essentials – your ‘foundational’ tax upgrade The Essentials package is the foundation most customers start with. It’s aimed at teams who want MYOB to handle the core upgrade work and run key checks over the database. 1. Database health check First, we run a structured health check on your MYOB PayGlobal database to catch common data and configuration issues that can cause grief at year‑end, and give you clear lists of records to review and clean up, such as: Health check area What it covers Employee data quality Highlights gaps or inconsistencies in key employee details that can cause issues with payday filing or reporting. Duplicate & inconsistent records Surfaces potential problems with tax IDs, bank accounts and addresses so you can validate and clean them up before year‑end. Tax, KiwiSaver & wage settings Checks for configuration issues around ESCT/STC, KiwiSaver eligibility, and employees who may be impacted by minimum wage changes. Legacy & dormant data Identifies very old or unused employee records and large volumes of historic payslips that may be suitable for clean‑up or archiving. Deductions & protected earnings Reviews how key deductions (such as child support and arrears) are prioritised to help reduce the risk of under‑ or over‑deduction. System security & integrity Flags potential issues in user security and database integrity so you can address structural risks early. Old payslip files Optional removal of historical payslip documents to reduce database size and improve performance. You’ll receive a summary of what we’ve found and recommended actions, so you know what really needs attention before year‑end. For additional information about the health check, see the MYOB PayGlobal help centre. 2. Tax software upgrade installation Next, we upgrade you to the supported New Zealand tax release for the new year: Refresh and upgrade a test database Install the new tax-ready software version of MYOB PayGlobal Upgrade the live database once test checks are done Ensure the scheduler and key background jobs keep running as expected Where in scope, upgrade Employee Self Service (ESS) to a compatible version alongside the core upgrade 3. Tax compliance preparation As part of Essentials, we also help you get ready for the coming tax year: Apply the latest supported tax settings for MYOB PayGlobal Run minimum wage checks to help you spot employees who may need rate adjustments The goal is to minimise last minute surprises in the first pay of the new tax year. 4. KiwiSaver configuration review and health check To reduce compliance risk around retirement savings, the package also includes a KiwiSaver focused review: Update KiwiSaver Contributions to apply supported changes and produce clear output for your review Highlight edge cases (for example, certain employee scenarios) where a manual Employer Superannuation Contribution Tax (ESCT) check is still recommended Flag common configuration issues such as incorrect KiwiSaver enrolment for Withholding (WT) tax codes This doesn’t replace your internal compliance checks, but it does mean you’re not starting from scratch with release notes and a blank spreadsheet. *Note this work does not include updates for non-KiwiSaver or Salary Packaging scenarios, please reach out to your Account Manager if you need assistance in these areas. 5. MYOB PayGlobal report review – new in 2026 Alongside the tax changes, MYOB is continuing to modernise MYOB PayGlobal’s reporting, and the Essentials package now includes support to modernise custom reports: Modernising standard reports – more standard reports are being moved off legacy components, improving stability, security and long‑term support. These updates are being delivered as part of the standard software provision, at no additional cost. Helping you modernise custom reports – as part of Essentials, MYOB will: Identify selected reports that can be automatically uplifted to the new supported format, and when a redesign or alternative tool (such as SSRS or Power BI) is likely to be required instead. Attempt to update eligible custom reports to the supported format where technically possible. Provide a summary of updated reports, so you can run your own validation and confirm the content and results still meet your business requirements. Where a custom report can’t be upgraded cleanly, or you identify issues after uplift, work with Support or Consulting Services on remediation or a rebuild (this sits outside the fixed‑price package). Even where a report appears to upgrade successfully, it’s still essential that you review and validate the output before relying on it in production. This gives you a clear, supported pathway to keep both your standard and custom reporting aligned with the ongoing MYOB PayGlobal reports modernisation work. For more information, see the MYOB PayGlobal help centre. *Note this does not include ESS, SSRS or BI reporting reports. Optional add‑ons Depending on how much help you want at year‑end, you can add extra services on top of Essentials. Holidays & Calendars The Holidays & Calendars add‑on is all about getting your new year schedule into MYOB PayGlobal before you need it: Add one year of public holidays, covering up to 2 years setup in advance Add one year of payroll calendars, usually covering up to five pay period types (weekly, fortnightly and monthly) This is a simple way to avoid last‑minute scrambling when you realise next year’s calendars haven’t been built yet. End of Year Reporting & Balancing The End of Year Reporting & Balancing add‑on is aimed at teams who want help closing off the current year cleanly: Support with end‑of‑year reporting in MYOB PayGlobal Help to balance and reconcile your key payroll and tax reports This can be especially useful if you only go through this process once a year and don’t want to re‑learn the process every time. The Works – everything in one bundle If you want a “set and forget” option, The Works bundles everything into one package: Essentials (tax upgrade + health checks + core compliance preparation) Holidays & Calendars End of Year Reporting & Balancing It’s designed for organisations who want MYOB to manage the full New Zealand tax year rollover, from upgrade through to reporting and calendars, with a single booking and fixed scope. How to book or ask questions Keep an eye out for communications. We’ll share more information about the MYOB PayGlobal tax software release upgrade and upgrade packages to take the stress out of this year’s tax year-end. If you’d like to discuss your options, we’re here to help: Reach out to your MYOB Account Manager or PayGlobal Support, and/or Post a question here in the Community with a brief description of your environment (Online/On‑Prem, complexity, any specific queries around KiwiSaver or custom reports) That will help us – and other customers – share the most relevant advice and experiences for your situation. So, here’s to a stress free, well prepared EOFY with MYOB PayGlobal 🎉94Views2likes0CommentsPayroll Activity Summary vs Payroll Register Summary report in MYOB AccountRight
Hi Everyone As it is the end of the payroll year we thought we do an overview of two key payroll reports that are great to use at the end of the payroll year. These can be used to ensure that you have the correct values ahead of preparing your payment summaries. If you go to Reports>>Payroll>>Employees you have two reports; Activity Summary and Register Summary. Both reports do appear identical but are drawing their information from two different locations. The Payroll Activity Summary report is looking at the actual Payroll transactions recorded in payroll, whereas the Payroll Register Summary report looks at the employee’s card – in particular, the Payroll History section of the Payroll Details tab. Ideally, both of these particular reports will match as the payroll transactions recorded will match up with the employee’s card. What if the Payroll Activity Summary and Register Summary reports don’t match? If these particular reports don’t match it is likely that the card history has been updated manually. To get them to match do follow the below instructions: Run the Activity Summary and Register summary on a per month basis, to narrow down the month(s) that the reports don’t match Once the month(s) have been determined where it doesn't balance, check the payroll transactions in those months to ensure that they have been recorded correctly When that has been checked navigate to the pay history section of the employee's card - Card File>>Cards Lists>>Employees>Select the relevant employee's card>>Payroll Details tab>>>Pay History (left-hand side) Select to Show pay history for that particular and overtype that value to be same as the payroll transaction recorded Rerun the relevant reports to ensure that they do match. Once you Activity Summary and Register Summary reports do match, you are in a great position to prepare your payment summaries.12KViews2likes0CommentsPraise for Sean
Trying to get the payroll to balance to the payroll verification report and coming up against a number of challenges. It certainly highlighted some gaps in my understanding of what can go wrong. I finally got on to the right person who told me the difference was caused by some inactive employees. I reinstated those and ran a final paycheque and it fixed the issue. I note that none of these steps were found in the help files. I cant thank Sean enough. Seriously great work. Kevin V Russell283Views1like1CommentNew Zealand Payroll - End of Payroll Year - FAQs
Hi everyone, With the end of the financial year here, it’s time to make sure your copy of MYOB Payroll is up-to-date and that your end of year goes smoothly. Here are the answers to some frequently asked questions about MYOB Payroll. Please note: that this information relates to the program MYOB (Desktop) Payroll, used for calculating Payroll in New Zealand. The MYOB Payroll installation has become unresponsive. What do I do? The MYOB Payroll install process is a two-step process. First it extracts the installer, then brings up the install shield Wizard. This can take a while to complete. A progress bar will appear and stop at 100%. It may remain on the screen for up to 5 minutes. After the progress bar disappears, it will appear your computer is doing nothing, but it is infact generating the installation. This can sometimes take 10+ minutes, and you'll see nothing new on the screen during this process. Despite appearances, the installation is continuing in the background. You can find more detail on this here. How do I make sure that I’ve got the latest version of MYOB Payroll installed? With MYOB Payroll open, you can check the version number by holding down CTRL and pressing R. The current version is 2018.1.995. Why am I getting this message? This message means that you are trying to process a pay after 1/4/2018 and haven't updated to Payroll 2018.1 If you don't install the 2018.1 update, you risk having PAYE calculate incorrectly. If you have a current business support subscription you can download MYOB Payroll from your my.MYOB account. You can find out more about this here. After installing the update, I am encountering a C0000094 error. What should I do? This particular message is caused by missing or corrupt fonts on the computer. Our Help Article: Reports or pay slips not printing correctly/C0000094 error would be able to assist with that message. What reports should I run and what processes should I follow at the end of the financial year? The following Help article has more information on all your End of financial year tasks. Should you have any further queries regarding this information, please feel free to post on this forum. We're always happy to assist.3.9KViews1like0Comments