Payment Summary Gross amount includes salary sacrificed amounts

Saint Pauls Boronia
Saint Pauls Boronia Member Posts: 12 Novice Member Novice Member
edited June 2020 in Accounts Hosted
Payment Summary Gross amount includes salary sacrificed amounts in total.  Is there an easy fix it for last year?  I have now set it up correctly, so it will not happen again, but I need to amend last years Payment Summary for one employee

Comments

  • Saint Pauls Boronia
    Saint Pauls Boronia Member Posts: 12 Novice Member Novice Member
    edited July 2017
    This reply was created from a merged topic originally titled Reckon Hosted :Payment Summary Gross amount includes salary sacrificed amounts in.... Using Reckon Accounts Hosted. A Payment Summary Gross amount includes salary sacrificed amounts in total. Is there an easy fix it for last year? I have now set it up correctly, so it will not happen again, but I need to amend last years Payment Summary for one employee
  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,133 Accredited Partner Accredited Partner
    edited June 2020
    Hi there - if you check the payroll item for the salary sacrifice - and work through the various settings - one of them is called Tax Tracking Type - I suspect this is set to None - if you change it to Gross Payments - then the Payment summary should display the correct totals.
    Cheers Linda
  • Saint Pauls Boronia
    Saint Pauls Boronia Member Posts: 12 Novice Member Novice Member
    edited July 2017
    Thank you Linda, this has solved my problem.
  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,133 Accredited Partner Accredited Partner
    edited July 2017
    Great!  :)
  • Alan Dowling
    Alan Dowling Member Posts: 17 Reckoner Reckoner
    edited August 2017
    Hi, I have set up salary sacrifice for an employee as per the Reckon video on you tube. My tax and net pay have reduced, and the amount sacrificed appears on payment summary under RESC. My gross pay amount has not changed. Is this correct?
  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited August 2017
    Hello Alan,

    Following the instructions of the video you should get Gross Payments reducing on the Payment Summary.

    Please check the setup of your Super Salary Sacrifice item again.
    In your Employee Record, delete and re-input the Super Salary Sacrifice item 

    Try again.

    Hope you get a better result.


    regards,
    John
  • Alan Dowling
    Alan Dowling Member Posts: 17 Reckoner Reckoner
    edited August 2017
    Hello John,
    If I drill down on weekly payments the gross has reduced correctly by the amount salary sacrificed but this doesn't reflect on the weekly payslip. Should his gross amount have changed on his payslip?
    Regards
    Alan
  • Kapunda5373
    Kapunda5373 Member Posts: 2 Novice Member Novice Member

    A couple of staff members Salary sacrifice. This amount hasn't reduced their gross or has been included on their payment summaries. Do I have it set up incorrectly in Reckon??

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,781 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @Kapunda5373 Please check the info & link above where the info to assist has already been provided

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Kapunda5373
    Kapunda5373 Member Posts: 2 Novice Member Novice Member

    This doesn't answer my question and is no help at all - what above link??

  • Robyn Kelly (Partner)
    Robyn Kelly (Partner) Accredited Partner Posts: 491 Accredited Partner Accredited Partner
    edited August 2021

    Here is a You Tube video:

    About 50 seconds through is where you need to look to make the item attached to Gross Payments. Please be mindful this video is 5 years old and rules have changed in regards to superannuation. a) superannuation is now 10% and b) the rules changed that employers can no longer reduce the super guarantee amount by the salary sacrificed amount. Please also see this help note to make sure you do not reduce the compulsory 10% super: https://help.reckon.com/article/d3c1u2qp5a-kba-5763-how-to-stop-reducing-sg-from-salary-sacrifice-new-law-effective-from-1-jan-2020-in-reckon-accounts

    Regards

    Robyn Kelly

    Accredited Partner - SA

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,781 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Did you try the suggestions above (to check the configurations of your Payroll Items) ?

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)