Reckon desktop - setting up tool allowance

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PJKennedy
PJKennedy Member Posts: 24

Hi there

I have an employee who has a tool allowance but I am not sure which items to select in the payroll item wizard. Could you assist please? I have asked this question previously but I think the response I had related to Reckon Hosted. I don't have a strong accounts back ground so if this could be broken down into very simple steps it would be greatly appreciated. 😉

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  • Kris_Williams
    Kris_Williams Member Posts: 3,393 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    It should show on payment summary and be tax free. Have a look in pay items in the settings as to how other allowances are setup

  • PJKennedy
    PJKennedy Member Posts: 24
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    Thanks Kris, at this stage it is not showing up like that and I am unsure of how to change the settings in payroll items to alter this. Have you any suggestions please? Many thanks

  • Kris_Williams
    Kris_Williams Member Posts: 3,393 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Go to the Cog top right - Settings. - pay items. Add

    create a new allowance like this one


  • PJKennedy
    PJKennedy Member Posts: 24
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    Hi Kris

    Thank you so much for your detailed information - so very appreciated. However, we use the desk top edition of Reckon so our options and menu's have a totally different appearance. Warm regards PK

  • Kris_Williams
    Kris_Williams Member Posts: 3,393 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Oh sorry about that you posted under Reckon One hence my confusion. I’ll have a look at the steps in desktop and get back to you. How about you give me a call about 10

    0415940843

  • PJKennedy
    PJKennedy Member Posts: 24
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    Thanks Kris - that was my mistake. I will get in touch shortly - thank you once again for your assistance.

  • PJKennedy
    PJKennedy Member Posts: 24
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    Hi again Kris - you will get a call from Bob regarding this as I am working from home and don't have the accounts computer with me here. So good to have such great support in this community!