Edit EOFY report

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quyen
quyen Member Posts: 12
edited January 3 in Reckon Payroll 🚀

Hi Rav,

I was wondering how I can edit the EOFY report so that it is correct with my paperwork. I was editing the pay runs and its keep on adding up and not edit my original pay runs. Thank you so much for your help.


Regards,

Quyen

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  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
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    To confirm, are you using the Payroll App or the STP app?

    Step me through the exact process you are going through please.


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  • quyen
    quyen Member Posts: 12
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    Hi@Rav

    I am using the payroll App basic. I went pay runs , Then + on right hand side ....new adjustments (but nothing came up) then EOFY report but there is nowhere for me to edit the total amount of gross pay and tax withheld and super. (which had add up because I was trying to update the pay runs for this month. Thank you for your help.


    Quyen

  • swakhlu01 .
    swakhlu01 . Member Posts: 482 Payroll App Expert Payroll App Expert
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    @quyen If you have not created any new Payrun for 20/21 from the Payroll App then you can't run any adjustment Payruns. But if all you want to do is alter the Employee amounts for EOFY to match your paper work then you will have to go to the Employee YTD data and amend the figures from there.

    Ignore the adding employees part and go to the section that mentions change initial YTD to update the Gross, Tax Witheld and Super as per the instructions. After you save the data then attempt the payrun for EOFY to see all figures match before submitting the declaration. Good Luck.

  • quyen
    quyen Member Posts: 12
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    @swakhlu01 . @Rav

    Thank you so much for your reply...unfortunately it didn't work ..it had added more amount into EOFY report. ATM earning is at $83500 instead of $39750 . MY App only have initial YTD and not Change Initial YTD. I am only a basic plan not the premium . Please help so that I can get the earnings back to $39750 per annum and I also need to fix tax withheld and super as well. Thank you in advance

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
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    Hi @quyen

    Can you hold off on making any more changes to your YTD tab in the Payroll App just for now.

    I think there's something we need to investigate here. Let me speak with our team and I'll come back to you.


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  • quyen
    quyen Member Posts: 12
    edited July 2021
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    @Rav I have also forgot to mention I don't have the minus sign when I go to INITIAL YTD . thank you so much

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
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    @quyen

    Just getting back to you on this. The issue of editing the YTD adding to the employee balance instead of amending it is currently under investigation.

    I'll link some more info below -



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  • quyen
    quyen Member Posts: 12
    edited July 2021
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    @Rav

    thank you for getting back to me. Can you please let me know when you have fix this jus in case I have miss it .

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
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    Yep will do @quyen. Apologies for the hassle that its causing.


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  • quyen
    quyen Member Posts: 12
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    hi@Rav I was wondering is there any news on how to edit the EOFY report yet. Thank you

  • quyen
    quyen Member Posts: 12
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    @swakhlu01 . thank you . Will definitely check for the update tomorrow

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
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    Hi @quyen

    The v2.11.10 update to the Payroll App is now available for download from your app store. Check out more info in my announcement linked below -



    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • quyen
    quyen Member Posts: 12
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    Hi@Rav thank you so much for your help. All done and correct :)