Q – I closed off Year End and I still have data to enter – what do I do now?
You will need to make corrections to the employee's YTD figures via an YTD upload. After you have corrected the YTD figures, you will need to send an Update Event. Instructions on how to send an Update Event are available in Topic 1.9 of this document.
Q – I won’t get my FBT figures until after I have closed off the Financial Year OR I have already closed off the Financial Year and now need to enter in FBT figures – what do I do?
To correct/add the FBT values for an employee please follow the instructions available in Topic 1.3 of this document.
After you have corrected/added the FBT values, you will need to send an Update Event, Instructions on how to send an Update Event are available in Topic 1.9 of this document.
Q – I have to enter in FBT figures for a Terminated employee – what do I do?
You will need to upload the FBT information for the employee.
Instructions on how to Upload FBT information is covered in Topic 1.3 of this document.
After you have corrected the YTD figures, you will need to send an Update Event, Instructions on how to send an Update Event are available in Topic 1.9 of this document.
Q – Do I need a Special Run?
Special runs are not mandatory, but we strongly recommend setting one up as a precaution in case any additional payments need to be made to an employee in the current financial year. If a special run is not created, the system will automatically roll over into the next financial year. A special run can also be rolled over without processing any payments, allowing you to move into the new financial year when ready.
Setting up a special run helps ensure flexibility and avoids any disruption in your end-of-year payroll processing. Note the dates on the special run must not be later the 30th of June for the special run to be in this FY.
Q – I set up a Special Run and I no longer need it – what do I do now?
The Special Run is the Month End Run for June, and this process needs to be rolled over so the Year End processes can occur.
You will need to do a ‘Pay Calculation’ and ‘Pay Authorisation’ on the ‘Special Run’ and run it as blank.
Q – My employee is asking for a Payment Summary – how do I give them one?
Since the introduction of STP reporting, the system no longer produces Payment Summaries. Information is reported direct to the ATO and is available to employees through their My Gov Accounts. If the employee does not have a My Gov Account, they will need to contact the ATO.
If the client would like a printout from the system, using the menu ‘Employee YTD Enquiry’ you could provide the employee with a screen shot of the YTD information. Employees using ESS can also view this information using the menu My YTD Enquiry.
Q – I have done my final run of the year. How do I send the Final Event to the ATO?
You are not required to do anything; the software automatically sends the Final Event to the ATO when you authorise the last Pay Process of the Financial Year. It will show on the STP Reconciliation Report with a ‘TRUE’ flag under ‘Final Event’. As shown in Topic 1.12 of this document. Always double check that that your last Pay Process of the Financial Year is a Month End Run!
Q – I set up my Pay Element incorrectly for STP Reporting – what do I do now?
You will need to go to the specific pay element and change the Income Statement reporting. This will trigger the need for an ‘STP Update Event’. From there go to the menu item ‘STP Update Event’ and you will be able to send an ‘Update Event’ for the employees affected. Refer to Topic 1.9 of this document for more details.
Q – How do I update the Super for employees to be in line with the new SG rates?
You are not required to do anything as the software is updated to manage any required SGC increases. If you do however pay more than the ATO SG rate and need to increase the super rate you will have to do this via an Employee Upload.
Q – How do I update the new tax rates?
You are not required to do anything as the software is updated to manage any ATO required increases.
Q – I need to set up a Special Run – what dates should I use?
To meet the ATO requirements for the current Financial Year, your Process Date, EFT Release Date and Pay Date will need to be June 30 or earlier to be considered as the current Financial Year.
Q – I am in the first pay run of the new financial year and the termination I just entered has $0 (zero) tax – is that correct?
Terminations use Marginal Rates (YTD's) to calculate tax. When there is no previous pay in the Financial Year there are no averages to calculate on.
The ATO does not provide a calculation for the first pay run of the Financial Year. That is the tax calculated based on no YTD's.
You can choose to override the zero Tax value. To determine the tax value, you will need to calculate what the Average Tax would be and then enter the value in the ‘Override PAYG Tax’ field.
Alternatively, you can enter in a value in the ‘Normal Gross Earnings’ field and the software will use this to calculate the Marginal Tax Rates.
Q – I am in the first pay run of the new financial year and trying to do a pay adjustment for a tax average pay element (Bonus / Pack Pay etc) and it is not appearing in the list.
Back Pay payments and Tax Average Bonus payments require YTD figures to be able to calculate a tax figure. As this is the first pay run of the year there are no YTD figures. To be able to process the Pay Adjustment you will need to enter a figure in the ‘Average Gross’ field.
Q – I am in the first pay run of the new financial year and trying to do a pay adjustment and reference a past pay process.
You are only able to reference a pay process that relates to the Financial Year that you are in. You cannot select a past Financial Year Pay Process in the Pay Adjustment. Depending on the value it could potentially be a Lump Sum E. If it does not meet the criteria for a Lump Sum E you will need to manually calculate the tax for that period.
Q – One of my employees has a ‘Not Tax Ready’ entry in MyGov.
If the employee has a correct Tax Ready entry, then you do not need to do anything with the Not Tax Ready entry. This will be ignored by the ATO.