Allowances and ATO Reporting

Hi Mode,

I can understand why this would be concerning, especially when previous pay runs were reporting correctly. The ATO reporting category should match what the allowance is actually for. Let’s give the payroll categories a quick little check-in:

• Go to Payroll > Payroll Categories > Wages, open the allowance and check its ATO Reporting Category.
• Go to Payroll > Payroll Reporting > Check Payroll Details and look for any unassigned categories.
• If you make a correction, send an Update Event through the Payroll Reporting Centre and wait for it to be accepted.
• Run the Payroll Summary and YTD Verification reports again, comparing the amounts by ATO reporting category rather than only the Gross Payments total.

The totals in the YTD Verification report and Payroll Summary don’t always include allowances in the same way, so a difference doesn’t automatically mean the allowance has gone missing. If the reports still aren’t matching, or the affected year has already been finalised, it’s best to check with your accountant.

For more detail, see Assign ATO reporting categories for Single Touch Payroll and End of year finalisation with Single Touch Payroll reporting.

Cheers,

Doreen

Thanks Doreen,

I can confirm:

• ATO Reporting Categories are correctly assigned;
• ‘Check Payroll Details’ received ‘Nice One’ prompt;
• No corrections were made but sent Updated Event just the same;
• When comparing ‘Payroll Summary’ against STP YTD Verification report, everything matched.

However the snapshot 'Gross payments YTD' figure on right-hand side of 'EOFY finalisation' tab, is short the allowance values.

Also, are you able to confirm if the individual employee YTD summary reports are derived from MYOB, or do they reflect what's been captured by ATO?