---
title: "End of Year | GTX Periods"
slug: "end-of-year"
description: "Learn about the End of Year process in Marlin GTX trusted automotive software by Megabus Software."
tags: ["Marlin GTX"]
updated: 2026-01-27T03:10:09Z
published: 2026-01-27T03:10:09Z
canonical: "help.megabus.com.au/end-of-year"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# End of Year
**{{variable.GTX Bold}}**'s end of year close-off archives the previous year's data and resets the general ledger period, along with all yearly statistics, to prepare the system for the new financial year.
If your GTX system is not hosted on a Megabus server, both online and offline **backups** will also be created during the end of year close-off.
The end of year close-off is only available and **should be performed immediately after completing the last End of Month process for the previous financial year** (i.e. June for customers adopting a July-June financial year).
:::(Info) (Note)
Completing the End of Month process for GL Period 12 puts the system into **GL Period 13** and does not allow further processing until the end of year close-off has been performed.
:::
## End of Year Preparation/Quick Reference
Megabus recommends printing the below checklists and commencing EOY preparation **at the start of June**.
This allows sufficient time to complete them and resolve any issues well before you need to process the EOFY close-off itself by **June 30**.
### Single-Branch Checklist
@(Embed)(https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/GTX-EOY-Guide(1).pdf){height="550" width="640"}
### Multi-Branch Checklist
@(Embed)(https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/GTX-EOY-Guide-MB(1).pdf){height="550" width="640"}
## Performing the End of Year Close-Off
**Before beginning the end of year close-off, ensure:**
* The [End of Month close-off](/gtx/docs/end-of-month) has been performed for the last month of the financial year
* A **USB drive** has been inserted to save the back-up to (non-hosted)
* All **other computers are logged out** of GTX
* All **other modules are closed** in GTX
When you are ready to begin, select **Periodic > End of Period** from the menu bar.
:::(Info) (Note)
[Parked transactions](/gtx/docs/parking-invoices) do not need to be cleared in order to perform the end of year close-off.
:::
The module will open on the **Year** tab.
To begin the end of year close-off, click on the **Start** button.
:::(Warning) (Warning)
The Year tab will not be available if **all twelve End of Month close-offs** have not been run for the year.
:::
A **pop-up** will open asking to proceed with the End of Year update.
To begin, click **Yes**.
The process will differ slightly from here, depending on whether you are on version [5.72 or earlier](/gtx/docs/eod-new#gtx-572-and-earlier) or [5.8.1 onwards](/gtx/docs/eod-new#gtx-581-onwards).
### GTX 5.7.2 and Earlier
If your GTX system is **not hosted by Megabus**, a pop-up will prompt a backup, once the close-off is complete.
Click **Ok** to continue.
The **backup** progress will be shown in a pop-up window.
Once finished, click **Done** to close the module and return to the Navigator.
### GTX 5.8.1 Onwards
Once the EOFY close-off is finished the **Process Completed** pop-up will open.
Click **Ok**.
The [Previous Year Data Archiver](/gtx/docs/end-of-year#previous-year-data-archiver) will open in the background and you can resume trading.
### Previous Year Data Archiver
From [GTX 5.8.1](/gtx/docs/gtx-581) onward, the **Previous Year Data Archiver** will open in the background once the backup is complete to update the previous years' data sets.
**You can resume trading** while the Previous year Data Archiver is running.
The Data Archiver process can be checked by opening it from **the Windows toolbar**.
>If you close the Data Archiver, the process will pause an you can resume it again by...
>how?
>> need to add menu option
## End of Year Reports
Once the end of year close-off has been run, the [End of Year Reports](/gtx/docs/end-of-year-reports) will be updated to reflect the previous year.
End of Year Reports can be viewed and generated by selecting **Reports > Periodic Reports > End of Year Reports** from the menu bar.
**The reports include:**
* Bank Reconciliation by GL Period
* End of Year Sales Summary Report
* End of Year Purchases Summary Report
* End of Year Customer Balance Report
* End of Year Supplier Balance Report
* End of Year Stock and Sales Report
* End of Year Stock on Hand Report
For more information, see the [End of Year Reports](/gtx/docs/end-of-year-reports) help guide.
:::(Warning) (Tip)
Criteria selections for each report can be saved for future use, using the the **Save** or **Save As** buttons at the bottom of the **Generate** pop-up window.
:::