Hi, April 2025, the ATO told us to move from Branch 1 to Branch 5. * This has now duplicated our records to the ATO and they sent us a letter to correct by 5 June. * I called the ATO to find out what they needed us to do (not really understanding their dialogue). * The ATO said we had to change our branch back to 1 and zero out the YTD figures and send a pay event to the ATO. Then change back to Branch 5. * How do I do this? (I know how to change the Branches but I don't know what to do after doing that). I've read what I can find on MYOB's community but can't find anything specifically telling me how to do this. There's no errors in our payroll so I'm not trying to correct anything, I just need to close off Branch 1 and get our YTD figures over to Branch 5. * Full disclosure: I might be asking the wrong question to get this info, but I don't know what to ask if I am. I just need step-by-step instructions on how to fix this. Many thanks.

nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Payroll: zeroing out YTD figures for old branch number

AshleyR

Hi, April 2025, the ATO told us to move from Branch 1 to Branch 5.

This has now duplicated our records to the ATO and they sent us a letter to correct by 5 June.
I called the ATO to find out what they needed us to do (not really understanding their dialogue).
The ATO said we had to change our branch back to 1 and zero out the YTD figures and send a pay event to the ATO. Then change back to Branch 5.
How do I do this? (I know how to change the Branches but I don't know what to do after doing that). I've read what I can find on MYOB's community but can't find anything specifically telling me how to do this. There's no errors in our payroll so I'm not trying to correct anything, I just need to close off Branch 1 and get our YTD figures over to Branch 5.
Full disclosure: I might be asking the wrong question to get this info, but I don't know what to ask if I am. I just need step-by-step instructions on how to fix this.

Many thanks.

Find more posts tagged with

Accepted answers

Princess_R

Hi @AshleyR,

Sure thing! Here’s what you need to do in a fun and easy way. First, switch your branch number back to the old one. Then, zero out your employee's year-to-date figures and send an update event to the ATO. Once that's done, change back to your new branch number and keep reporting your payroll to the ATO as usual.

Steps to follow:

Backup and Preparation: Before making any changes, take a backup of your company file to ensure you have a record of your employee pay history
Zero Out YTD Figures for the Old Branch:

-Go to each employee's card file.

-Navigate to Payroll Details, then Pay History.

-Change the "Show Pay History For" dropdown to "Year-to-date" and set all amounts to $0.00

After zeroing out the YTD figures, process a $0 pay run or submit an update event in MYOB to finalise the employees under the old branch number
Change to the new Branch Number
Re-enter YTD Figures for the new Branch
Perform another update event in the STP, which sends the updated and correct YTD figures under the new branch number to the ATO

Hope this helps and makes your day a bit brighter!

Cheers,

Princess

All comments

Earl_HD

Hi @anurag_periwal,

It can be a bit challenging once you've processed payroll for the current year, as only information for the current payroll year (2025–26) will be visible. If you need anything from the past year, it’s best to contact the ATO for a manual lodgment.

Regards,
Earl

anurag_periwal

@Princess_R Hey i am facing the same problem but my case is a little different. In nov 24 we went for sbr. so before sbr we were reporting in branch 1 and after that it changes to branch 7. when i try to go through the steps and select ytd i can only see details for current year that is 25-26 and not for the previous year. what can i do ?

BalAdvBooks

@Princess_R @AshleyR

I have the same issue & have followed the above instructions, I am stuck on finalising the STP for the year for the 2nd branch number.

My figures are correct however it shows as final in the EOFY finalisation tab.

How do I get MYOB to finalise a 2nd EOFY lodgement?