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Amankaur's avatar
Amankaur
Contributing User
1 year ago

Need to Zero YTD for Previous FY23-24 for Terminated Employee

Our business Moved to MYOB mid year and For Payroll Purpose - We followed REPLACEMENT METHOD ( of transferring old BMS ID to MYOB via Access Manager ) and brought all employees YTD( Active and Termin...
Princess_R's avatar
Princess_R
MYOB Moderator
1 year ago

Hi Amankaur,

 

Thanks for your response! To manually zero YTD figures for terminated employees, here’s a step-by-step guide:

  • First, you'll need to undo the finalisation for the employee. You can do this by going to the Payroll command center > Payroll Reporting Center > EOFY finalisation tab and choosing the payroll year. Click the ellipsis button for the employee whose finalization you're undoing and choose Remove finalisation.
  • Once you've undone the finalisation, you'll need to undo the employee's termination.
  • After that, go to the employee's card file > payroll details > pay history and zero out year-to-date figures.
  • After making these changes, send an update event.
  • Finally, you can terminate and finalise the employee again.

If you're still having trouble, you can visit help sites like myob.com/support or myaccount.myob.com to find MOCA, our virtual assistant. If MOCA can't help, you'll be automatically directed to our live chat team.

 

Cheers,

Princess

 

Amankaur's avatar
Amankaur
Contributing User
1 year ago

Hi Princess_R 

I have followed the steps and cannot  see any amount in Employee YTD - as mentioned earlier I think its because we have already processed first pay for current financial  year ( as I read it in one of  the community forum) and I already tried to speak with someone VIA live chat - that person was no help as they could not understand what I needed help with and  I was not able to get in contact with anyone after that. 

 

Is there any specialist that I can speak with - someone who can understand what I actually need help with?

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