amend last pay run 28/06/2021 and amend Eofy which was successful

George Cullen
George Cullen Member Posts: 4 ✭
in Reckon Payroll App & Web

I reported allowances paid to 1 employee on the last pay run of the year ended 30/06/2021. eoy finanalisation was successful.

I need to amend the the allowance figure on this payrun and redo the eoy finalsation so the ATO does not include in Income statement for this year.

I installed the Payroll app today and transferred figures from previous app. I can see the end of year figures but dont seem to be able to amend the pay run or end of year finalisation.

I can see similar discussions but nothing that fits the Bill.

This is doing my head in,please help

George😥

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,096 Community Manager Community Manager

    Hi @George Cullen

    It sounds like your situation fits into scenario 1 in the following guide linked below. I'd recommend checking it out as it contains info you need on how to amend balances now that you've migrated over to the Payroll App.


    https://community.reckon.com/discussion/8029657/how-do-i-edit-correct-employee-balances-in-the-payroll-app


    Let me know how you get on.

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  • George Cullen
    George Cullen Member Posts: 4 ✭

    Do I need premium. I cannot find the " Initial Year To Date tab?

    George

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,096 Community Manager Community Manager

    Hi George,

    No you won't need the premium plan to do this. To access the 'Initial Year to Date' tab go into the profile of the employee you wish you edit ➡️ tap the menu button in the top right corner ➡️ Edit ➡️ scroll across the tabs and you'll see the Initial YTD tab.

    Screenshot example below -

    image.png


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  • George Cullen
    George Cullen Member Posts: 4 ✭

    THX all good.

    Regards George the dinosaur!

  • George Cullen
    George Cullen Member Posts: 4 ✭

    Sorry, me again.

    Do I have to send eoy again. If so what do I need to do?

    thx

    George

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,096 Community Manager Community Manager
    edited October 2021

    Hi George,

    If you've amended employee balances that are in the 2020/21 financial year (which it sounds like you did) then yes you'll need to send through a new 2020/21 EOFY finalisation so that the previous balances are overwritten on the ATO's end and the employee's MyGov account is updated to the new figures you've entered.

    I'll link a step by step guide below on how to create & send a EOFY finalisation in the Payroll App

    https://help.reckon.com/article/dxemdx8slf-payroll-app-end-of-financial-year-report


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