HELP Super figures not showing on submissions to the ATO

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Wendy_10862352
Wendy_10862352 Member Posts: 27

Hi,

I hope someone can help. I am late in finalising the EOFY and accidentally sent the last year's pay figures as Finalise year. It do go through successfully.

When I went to check the figures in the details tab one employee has the super figure showing but the other two employees haven't. Is there anything I can do to fix this?

Wendy

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,589 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    The information comes through from the YTD balances on the last Paycheques for the FY.

    Check these (in RAH) to determine if the YTD balances are correct.

    I had one client whose YTD RESC balance dropped out upon doing a replacement Finalise Year

    The solution was to unlock each of the applicable pays, delete the RESC line & re-add it again (NB: You’ll need to manually override the super amount if it calculates at 10%)

    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!)
  • Wendy_10862352
    Wendy_10862352 Member Posts: 27
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    Hi Shaz,

    Thank you for your reply.

    The YTD figures are correct and the one employee whose YTD super amount is showing is also correct.

    So I need to unlock all three pays or just the two that aren't showing the super figure? And delete the amount and then reenter the amount, and export the figures. Do I use pay event or finalise year?

    Just want to get this right.

    Wendy

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,589 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited July 2022
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    Hi Wendy

    So are you saying ALL the YTD amounts are actually correct & it’s just certain Paycheques that aren’t ???

    Any changes you make to a Paycheque will impact YTD for STP as STP just updates YTD balances each submission, it doesn’t report the individual paycheque amounts.

    I’m not clear on what your query is but if you need to correct anything, make the corrections in the Paycheque(s)

    I ALWAYS use a modified Payroll Summary report for This Payroll Year to date - with columns set to display as per the pay frequency (eg Week, Two weeks etc) - to check the figures before each submission. For finalisation I use the same report with columns set to Employee to confirm all amounts.

    You can submit another Finalise Year submission - This will override the previous one.

    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!)
  • Wendy_10862352
    Wendy_10862352 Member Posts: 27
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    Hi Shaz,

    Sorry I am not explaining my problem very well.

    With the last pay for 2022 in the Reckon Portal I used finalise instead of new pay event. Still in the portal I went to detail and saw that the YTD figures were correct but only one employee was showing the YTD super amount. The other two were zero.

    I have checked the Payroll summary set to Employee and everything is correct, but I cannot see the super figures for two employees in the portal.

    So my dilemma is why are the two employees not showing their YTD super amounts in the portal? So I can reconcile it against the payroll summary.

    Hope that makes sense.

    Wendy

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,589 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Hi Wendy

    Have the Super amounts always reflected correctly when you’ve submitted your regular STP submissions previously ?

    It sounds like you may have exported & uploaded an Update Event 🤔

    If the amounts are correct on the Payroll Summary, export & upload the last 2022 standard Pay Event that you missed & check the details in the portal against the Payroll Summary.

    Once that’s reflecting correctly, re-do the Finalise Year again ☺️

    (Again @Zappy, it’s “Shaz” not “Sharon” 🤦🏻‍♀️🤨)

    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!)
  • Wendy_10862352
    Wendy_10862352 Member Posts: 27
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    Hi Shaz,

    I feel very silly as I didn't check throughout the year. And the super contributions have not shown for two employees right through the year.

    They show in my payroll but not in the STP submissions. What should I do Shaz?

    Wendy

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,589 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited July 2022
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    Hi Wendy

    Don't feel silly - there's been a lot to changes to absorb with payroll over the last few years 😬

    It sounds like a configuration issue with the Super Payroll Items then. Double-click on each of them & check their setup.

    They should all be set up as a "Super Contribution" type:

    (Unfortunately, you only have the option to set this initial type when first creating it so you won't be able to see this particular window for them now, but in your Payroll Item List, check they show as "Super" there under the "Type" column)

    After the name window, your 2nd one should show that they're set up as SG:

    Although you're able to view this, again this selection can't be changed after setup (which is why it's greyed out)

    Next, check they're linked to the appropriate Supplier & Accounts (this doesn't affect your STP but will affect your financials):


    Under Tax tracking type, this MUST be set to None to ensure it reports correctly in STP:

    Under Taxes, no PAYG applies however Super is included in Payroll Tax so ensure you have just that one ticked:

    Leave the quantity calculation checkbox unticked:

    ... & leave the rate & limit as is:

    The Minimum Monthly Threshold has now been removed so this box should now show 0.00:

    Lastly, ensure all 'Ordinary Time Earnings' (OTE) Payroll Items are ticked for Super. OTE relates to most payments that form part of an employee's regular pay. NB: There's NO Super payable on Overtime or unused Leave paid out so ensure these ones - if applicable - are UNticked:

    Once your Super Items are configured correctly, the Super amounts should flow through to STP.

    Hope that helps 😊

    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!)
  • Wendy_10862352
    Wendy_10862352 Member Posts: 27
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    Thank you Shaz.

    Yes, it was in all the configuration. Took me a bit to sort it out but it is done.

    Thank you for your time and patience, it was greatly appreciated. I have learnt a few lessons also.

    Wendy 😓

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,589 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    No problem Wendy, glad you got it sorted ☺️

    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!)