Unfinalised STP Error

Leisha S
Leisha S Member Posts: 49 Reckoner Reckoner
in Accounts Hosted

Hi All,

There has been an employee number changed on an employee file (in last 3 months as a new employee) & now on ATO portal shows up as unfinalised AND finalised entry for the same employee. The YTD amount is exactly the same for both entries. The ATO as asked for the unfinalised entry to be zeroed out & an updated event submitted, but I need to know how to make the unfinalised entry 0.00 YTD? ATO said to contact software provider, but I thought I'd ask here before calling Reckon to sit on hold for the next few hours ;)

Thanks in advance for any suggestions.

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,697 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited September 2022

    Hi Leisha

    Why has the employee number been changed ? If an employee leaves & later returns, you can "Re-Hire" them again within the program. If they change their employment type (eg from FT to Casual), they're still the same employee, you would just document this in their employee Notes & edit their leave accruals to no longer calculate.

    You will need to minus out their old YTD figures - using the balances as per their last Paycheque - via Set Up YTD Amounts (under the Employees dropdown menu). As you can't create a $ 0.00 Paycheque, you'll either need to:

    • If you're referring to the 2022 FY ... date the YTD adjustment on or before 30/06/22 then redo the Finalisation again which should reflect the update. If you're referring to 2023 ... wait until you do the 2023 Finalisation, which will automatically reflect the updated $ 0.00 YTD balances for this employee's old record.

    OR

    • Create a Paycheque for 1c payment with 1c PAYG to clear it to $ 0.00, then submit an Update Event for this, selecting just that employee


    (NB: My preference would always be the 1st option as I prefer to keep the numbers accurate)

    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!)
  • Rav
    Rav Administrator, Reckon Staff Posts: 16,195 Reckon Community Manager Community Manager

    Hi @Leisha S

    I'd recommend taking a look at the info and steps in the help guide linked below -

    https://help.reckon.com/article/tqeaf29kke-two-payment-summaries-in-my-gov-account


    Separately, all of our call queues are clear so there are no wait times to our phone based support teams.

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  • Leisha S
    Leisha S Member Posts: 49 Reckoner Reckoner

    Thanks heaps! Will have a good read. Employee number was added, not changed. That's the only change within their file & can foresee having caused the issue. If I can't work it out with your great suggestions, I'll be sure to give the support team a call. Awesome! Thanks again :)

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