End of year STP reporting and closed a payroll year

[EdwardTian]

Hello,

We started using STP during April 2019. 

The bookkeeper closed the 2019 payroll year on 01/07/2019 without checking STP data. When processing the 2019 EOFY finalisation, we noticed that some terminated employees and payroll categories are missed. 

As the file has been rolled over to a new payroll year, we can't process any pay runs for FY19. But we have a back up file before roll over.

How should we fix the problems? 

[bungy15 · Accepted solution]

Hi @EdwardTian 

You will need to restore a back up to amend data in the previous payroll year - Restore a backup

To report the terminated employees through STP, you will need to delete their termination date from their card, then process $0 pays with the payment date 30 June, to update their YTD amounts.

Check that the missing categories have been assigned the correct ato reporting category.  And any categories that are taxable, check that they have not been ticked exempt from PAYG.  Once you have corrected the categories, you can do $0 pays to update the YTD amounts through STP.

Let me know how you go

Tracey

[EdwardTian]

Hi Tracey,

Just want to confirm something before processing restore a backup. 

1. Once we process the $0 pay run in the back up file, should we file it through STP? 

2. Which file should we use to do the EOFY finanlisation, the current file or the updated back up file? 

3. If we use the updated back up file to do the EOFY finanlisation, should we make some changes or updates to the current file?

Thank you. 

[RudiHartomo]

Good questions Edward,

I'm also looking for answers for the same questions.

I guess we have to do finalisation on 2 different files...

Then we will have no records that we already finalise the reports for some employees in the current file.

Any advises will be appreciated.

Thank you

[Andrew_Y]

Hello @EdwardTian , @RudiHartomo 

When Completing A $0 Pay Run in the old backup year the idea is to use this method as a way of pushing through any STP information that would not otherwise have been reported to the ATO (missed information).

The purpose of working with a backup in the previous year is because the tasks you are trying to perform are not possible in the new year.  Once you have made the necessary updates/corrections in the backup you will cease to work in the old backup, and return to the current file to perform anything needed for the new year, working as you usually would.

I would highly recommend you ensure the old backup is named differently so you know which file you are working with, and to backup the current file (to return to) as well before restoring.

Hope that helps, and please feel free to reach out again should you need help with Single Touch Payroll

[ChrisyJones]

Yes thats true Edward but the next time you do wages in the current file it will once again update records with ATO.  Make all changes in Back Up file and resubmit the finalisation for those staff you had to change.

Cheers

Chrisy