Payroll Summary in Reckon One
Its tax time and we need to lodge our payroll summary. Am I in the right place if I got through the Payroll | Payment Summaries menu? I click on add, I'm not able to give it a valid reference.
I am then able to (via drafts) view and email (and I assume print if required) the employee payment summary, but I am not able to lodge the documents - they remain in draft form and nothing points to a lodgement.
Is there a section missing to this view still?
I am then able to (via drafts) view and email (and I assume print if required) the employee payment summary, but I am not able to lodge the documents - they remain in draft form and nothing points to a lodgement.
Is there a section missing to this view still?
1
Comments
From the payment summaries menu you should be able to see Annual report next to ETP. Click the Add button and select the financial year. An EMPDUPE file will be created as part of this process. How this is saved depends on your browser - you will either be asked to specify where it's saved or it will show as a link in the bottom of the web page. Once you have saved it you will have to manually upload it to the ATO site as we haven't implemented any functionality to lodge it for you yet. After it's lodged you can mark it as lodged by clicking on the line in grid below. This also gives you a summary of the INB and ETP payment summaries included:
Well this is embarrassing. I have two problems. I have marked my report as lodged and cannot delete it or reproduce the EMPDUPE file.
My other problem is under the INB section I have created the report but it stays in draft mode - it won't let me lodge it any which way. The only thing I can do is delete it.
1. unexpected error creating annual report - perhaps because there already is one.
2.Unable to change INB report from draft mode.
We are intending to add a "Make draft" button for SuperStream so I think we should add one for payment summaries as well. That won't be quick enough to solve your problem though. Can you give me your book name and we can change the status for you in the database.
We don't have a lodge button for INB or ETP payment summaries yet. I am looking into that currently. If you mark the annual report that includes those summaries as lodged is there any need to mark the INB/ETP batches as lodged as well or is that just double the work? I'm thinking we may need to hide the status for those. Let me know what you think.
Hi Sharon,
I also get same results as Stuart; How do I actually download the EMPDUPE file ?
I am new to Reckon and new Small Business
Thanks
amit
The EMPDUPE file is created and saved as part of the process when you add the annual report for the year. At this point you should save it somewhere to upload later. Don't mark it as lodged until you have uploaded it. If you didn't save it as part of the adding process, delete it annual report and create it again making sure you save the file. If you still have problems I recommend you give support a call.
Hi Sharon,
I get the same error as Glenn; My book name = AB Foods Family Trust
Thanks,
amit
Worked like a charm now
Thanks for that; we will wait once the next changes are released so we can change status from Draft to Lodged
Cheers,
amit
I am a new user and created my individual payment summaries using the Year To Date function. This worked perfectly for the individual reports, but when I try to use Annual Report to create an EMPDUPE file, it tells me "there's nothing here yet" and when I try to add a line, nothing shows up.
Is there any progress on this bug, or a way I can work around it?
Thanks very much!
Sorry, I didn't reply to you 3 weeks ago - Koroit Belly Dance Inc is the book name.
I don't think there is a need to mark INB/ETP payments as lodged other than neatness. Hiding would be OK IMHO.
Stuart
Check out our new video on payment summaries and creating the EMPDUPE file in Reckon One HERE