Allowances not showing in EFY summary

austinre
austinre Member Posts: 6 ✭
in Reckon Payroll App & Web

During the year I was entering a car allowance for an employee for $120PW. At some stage the app changed and wouldn't accept any more than $40 round figures so I entered the allowance as a travel for $120 instead.

My EFY summary now is short in the allowance section.

Help Please.

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,087 Community Manager Community Manager

    @austinre

    There is an annual limit to a non-taxed car allowance, I believe its $3600 annually and once its exceeded the Payroll App can't accept any more for that specific allowance type.

    When you say the EOFY summary is short, what is it short by ie. does it display the full total of the car allowance that you were able to enter + whatever you entered in as a travel allowance?

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  • austinre
    austinre Member Posts: 6 ✭

    Thanks for the reply.

    I actually paid employee $6240 in allowances for year

    $3560 is showing in total allowances for year?

    Part of the $6240 was entered as travel allowance/ part was car allowance. (both not taxed)

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,087 Community Manager Community Manager

    Hi @austinre

    Can you shoot me a screenshot of the EOFY finalisation screen where its showing this along with the ABN you've registered to your Payroll App account.

    Also, what's the breakdown ie. how much of the $6240 was attributed to the travel allowance vs car allowance? 50/50?

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  • austinre
    austinre Member Posts: 6 ✭
    IMG_7736.PNG

    Screenshot is attached.

    I don't have a breakdown of the allowances in the apps summary so I assume the $2680 was entered as travel allowance tax free.

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,087 Community Manager Community Manager

    What is the ABN that you've registered to your Payroll App account.

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  • austinre
    austinre Member Posts: 6 ✭

    Sorry

    ABN 40 586 278 58

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,087 Community Manager Community Manager

    Is that the correct ABN? It doesn't look to be associated with any accounts in system

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  • austinre
    austinre Member Posts: 6 ✭

    Sorry

    ABN 40 586 278 458

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,087 Community Manager Community Manager

    Great that looks better.

    Ok, I've sent some of these details over to my app dev team to hopefully provide a bit of further insight. I'll let you know as soon as I hear back.

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  • Rav
    Rav Administrator, Reckon Staff Posts: 15,087 Community Manager Community Manager

    Hi @austinre

    I've just heard back from my dev team in relation to this.

    The reason your allowances are not displaying is because the allowance item(s) you're using are set to tax free AND has the 'Show allowance for STP' unticked. When the item is setup with this combination the allowance amounts will not be reported when its used in a pay run.

    You'll need to edit the allowance item by going into Settings ➡️ Allowance Items ➡️ Select the relevant allowance items ➡️ tick the 'Show allowance for STP' option


    Then create a NEW end of financial year finalisation and the allowance balance will update and be displayed.

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  • austinre
    austinre Member Posts: 6 ✭

    Thanks Rav

    That has fixed my issue.

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,087 Community Manager Community Manager

    Good stuff, glad its sorted 👍️

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