Forum Discussion

Vincent53's avatar
Vincent53
User
31 days ago

Moving MYOB Payroll to XERO

We have moved MYOB to XERO since 1 Mar 2024 but have not done the part-year STP finalisation before moving to XERO.  Can we still do the finalisation in MYOB?

Also, we have erroneously processed a pay run in MYOB and filed STP after the XERO conversion as such this pay run amount is not included in the opening balances transferred to XERO Payroll.  As such, we processed another pay run in XERO so that the journals for the payroll are correct in XERO and the YTD amount is corrected in the employees' records in XERO.

We now need to reverse this pay run in MYOB and send the STP file to ATO in order to reduce the double count of the amount in this pay run.  Is this solution workable?

As for STP finalisation, what happens if we do not do the part year finalisation in MYOB but do only the finalisation of the whole financial year in XERO

3 Replies

Sort By
  • Vincent53's avatar
    Vincent53
    User
    22 days ago

    Thank you Doreen.

     

    Wonder if we have converted MYOB payroll to XERO payroll and have already started filing STP in XERO, are we still able to make amendments in MYOB (our MYOB subscription is still active) and file STP for the amendments and finalise STP?

     

    Bet regards,

    Vincent

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator
      22 days ago

      Hi Vincent53,

      Thanks for your response. Yes, it is still possible. Since your file is still active, you have the option in MYOB to zero out the pay history on the employees' card files if everything has been transferred to Xero. Then, send an update event and finalize in MYOB to notify the ATO that pay runs will no longer be processed through MYOB.
       

      Another option is to consult with Xero to see if they can transfer the BMS ID from MYOB.

      Feel free to post again, we're happy to help!

      Regards,
      Earl

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    29 days ago

    Hi Vincent53,

     

    Thanks for reaching out, and warmest welcome to the MYOB Community Forum!

     

    Change can feel daunting, but I'm here to support you every step of the way. Let's make this transition as smooth as possible together! Regarding your STP finalisation and processed pay runs in MYOB, I recommend reversing any processed runs first before finalising. This ensures accurate payroll figures reported to the ATO. You can find detailed steps on how to reverse a pay run here. Once reversed, follow these steps here to finalise via STP. Not finalising in MYOB before Xero usage might trigger issues, like an ATO error code (e.g., invalid software ID) when reporting pay runs. Finalising in MYOB ensures the ATO is notified of your transition from MYOB for payroll reporting.

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen