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.

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

AshleyR

Experienced User

7 months ago

Solved

Payroll: zeroing out YTD figures for old branch number

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.

Princess_R
7 months ago
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

8 Replies

Princess_R
MYOB Moderator
7 months ago
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
AshleyR
Experienced User
7 months ago
Many thanks Princess! My kind of instructions: easy to follow. Worked a treat.
BalAdvBooks
Contributing User
5 months ago
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?
Princess_R
MYOB Moderator
5 months ago
Hi BalAdvBooks,

Know that you’re not alone, it’s actually common to run into this when working with multiple branch numbers during EOFY. Looks like you did an awesome job getting your payroll figures sorted, great work!

Since your second branch is showing as final, it probably means it’s already been finalised. To resolve this, you can undo the finalisation, send an update event, and then finalise it again. That should sort things out.

Cheers,

Princess
BalAdvBooks
Contributing User
5 months ago
Hi Princess,

Thank you for your prompt reply, greatly appreciated when working towards the deadline of this coming Monday!

Apologies though, I mustn't of explained myself well enough.

Following your steps above.. once the last step is made how do I then finalize the STP?
I believe the 'final indicator' will still be showing as final therefore, I cannot finalize the 2nd branch number figures??
If I remove the STP finalization for the 1st branch, it will remove the finalization, setting me back to square one?

Please advise.
Doreen_P
MYOB Moderator
5 months ago
Hey BalAdvBooks,

You’re definitely on the ball double-checking those branch figures! For steps on how to finalise your STP, there’s a handy link you can follow. But if branch 2 is still being stubborn because the final indicator’s already ticked, best bet is to reach out to our team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.

Cheers,

Doreen
anurag_periwal
Contributing User
4 months ago
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 ?
Earl_HD
MYOB Moderator
4 months ago
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

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Payroll: zeroing out YTD figures for old branch number

8 Replies

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