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Dear Rav,

Sincerest thanks for taking all the trouble to help me with this so I can do the EOFY under STP1 as approved by the ATO upuntil July 1st when I must be using STP2.

I will do as you say and check to see what happens! - I will let you know in any case it might be helpful for some other user

Hi @JANE_9714211

Sorry, I didn't attend the webinar yesterday so I'm not sure what that advice is in relation to specifically but if my I'm understanding correctly though, no you won't need to do anything to the balances you've previously sent under STP Phase 1 this financial year.

The ATO operates a hybrid disaggregate method to support folks transitioning to STP Phase 2. What this means is, they don't expect you to redo any previous pays that were sent under Phase 1 after you make the switch. There's more info on this on the ATO's website HERE.

One thing I will highlight though is, the balance of some pay items that were previously attributed to gross under STP Phase 1 will remain as they are in the EOFY finalisation but after switching to STP Phase 2 they have become disaggregated and any balances paid after the switch will be shown separately.

There's some more info on this in the following articles which might be handy -

Disaggregation of gross in your EOFY finalisation in Reckon Payroll 📅

Understanding how to prepare and reconcile your EOFY with Reckon Payroll 📅

Hopefully I've understood your question correctly but if not, please let me know 🙂

Hi @Glenys

You'll only need to make the necessary edits to their employee information, there is no date field or requirement to mark the change, it will just take effect once you save the changed information in their profile.

If you are using the Pay Setup feature for the employee, don't forget to also review this and confirm that the pay details remain correct or need changing. You'll find Pay Setup in the specific employee's profile as well.