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.
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
