Change ATO Reporting Category
I believe I can change the reporting category that was allocated incorrectly for the last financial year prior to finalising EOFY? I have mounts allocated to Allowances (for shift allowance) that sho...
Forum Discussion
Hi LRicey
It looks like you still need to adjust a reporting category from last year and finalize EOFY again. Don't worry—we're here to help! Just remember, you can only make changes for the current and previous financial years. To get this sorted, first undo the finalisation, update the ATO reporting category, and process an update event. This will make sure all your figures are up-to-date. Then, you can finalise your payroll year again. For more details, check out this Help article: Changing a Pay after Finalising Single Touch Payroll.
Feel free to get in touch if you need more help.
Cheers,
Princess
Thank you. As yet I haven't finalised the 23/24 year yet, I was waiting to see if I could fix this prior to sending incorrect information. Now I need to know how to change it and what happens with the amounts allocated to the category and employees.
Hi LRicey
No worries at all. You can easily update the reporting category for a specific pay item before wrapping up your EOFY. you can do it right from the pay item itself. Just find the pay item you need to tweak and adjust its reporting category. After you've made the changes, head over to STP to send an update event. That way, the ATO gets notified of the updates. Easy peasy!
Feel free to get in touch if you need more help.
Cheers,
Princess
Do I need to amend the figures in both categories for each employee as well? I have changed the pay category now but the figure still remains under Allowances in the YTD report.
