Income Type & Migration

System
System Member Posts: 225 Moderator Moderator
in Accounts Hosted
This discussion was created from comments split from: Upgrading to Reckon Accounts Hosted 2023 - Frequently Asked Questions ✔.

Comments

  • Trish
    Trish Member Posts: 34 ✭
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    Updated to 2023 version this morning & this warning appeared?

  • Kris_Williams
    Kris_Williams Member Posts: 3,197 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Yes that’s normal, if you’ve done your last Jun pay just say yes

  • Trish
    Trish Member Posts: 34 ✭

    Thanks very much Kris

  • Trish
    Trish Member Posts: 34 ✭
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    After the 2023 version upgrade - the above 'Income Type' has appeared in all employees files. We cannot update an employee file without updating this field - where can I find information about the selections available to determine what 'Income Type' my employees will be?

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,072 Community Manager Community Manager

    Morning @Trish

    The income type is a new mandatory STP Phase 2 field. Check out more info on Income Types in the help guide below -

    https://help.reckon.com/article/39q14y72ny-stp-phase-2-employee-changes-in-reckon-accounts#income_type_code


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  • Kris_Williams
    Kris_Williams Member Posts: 3,197 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Did you do the Migration assistant? All staff and wages items have to be categorised. For regular employees that category will be SAW (salaries and wages). This happens in the Migration assistant

  • Trish
    Trish Member Posts: 34 ✭
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    No I didnt use the migration assistance - looking at selecting the SAW - Salary and Wages option - it then provides a further field with only the above as selection... these dont seem relative to our workforce

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,072 Community Manager Community Manager

    Hi Trish

    If you don't have any employees that are relevant to those categories then don't make any selections for it. There's info on the STP Tax Category here -

    https://help.reckon.com/article/zo8hr51o8p-stp-tax-category


    As Kris mentioned, the Migration Assistant provides a much easier way of updating your employee and pay item information to STP Phase 2 requirements and I'd recommend using it as opposed to going through your employee and pay items manually. There's info and a walkthrough of the Migration Assistant in the main FAQ post above.

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  • Trish
    Trish Member Posts: 34 ✭

    I ran the 'migration assistant' & also watched the how to guide video... when i started the migration assistant tool it went straight to the payroll item list - but in the instruction video, it mentions about starting with employees to select their 'income type' - this was not an option...

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,072 Community Manager Community Manager

    @Trish

    The Migration Assistant will allow you to pick up where you left off if you've already started it previously. Had you already completed your employees prior? Alternatively, you can just click on the Back/Next buttons to cycle through each screen eg. Employees, Earnings, Allowances etc.

    You can also select the option to start the Migration Assistant again from scratch at any time and it will overwrite any previous selections you've made.

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  • Trish
    Trish Member Posts: 34 ✭

    Hey Rav - the entire migration assistant tool 'started' only at paycode... there is no option for 'Employees' ??

  • Trish
    Trish Member Posts: 34 ✭
    edited June 30

    UPDATE - i have re-ran the migration assistant & the employee tab appeared.. i have selected all & selected SAW for all.. ran through the whole process again.. but when finished on checking the employee files.. the Income type is still blank....

    Do we need to manually update this for all employees?

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,072 Community Manager Community Manager

    Hi Trish

    After you've finished inputting the required details in the Migration Assistant, the second step is to complete it which will import that new information into your company file.

    See info below -

    https://help.reckon.com/article/41wjdqjcls-migration-assistant-completion-page


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  • Trish
    Trish Member Posts: 34 ✭

    I did that Rav - but the employee file is still blank in the 'income type' field

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,072 Community Manager Community Manager
    edited June 30

    Hi @Trish when you selected the SAW income type for your employees, did you click the APPLY button? Doing so will then update the table with that new information against those selected employees.

    I've created a quick screen recording below just as an example (click on it for a larger view).

    MA - Apply.gif


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  • Trish
    Trish Member Posts: 34 ✭

    Rav - nope did not click the APPLY button - now i have & all is good... thanks so much

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,072 Community Manager Community Manager

    Good stuff Trish, glad we got to the bottom of that 😊

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  • Trish
    Trish Member Posts: 34 ✭

    Me too Rav.. thanks for your support.. but now i have another issue.. i am trying to finalise the year for STP & the migration assistant only updated 'active' employees.. we have mulitple employees that are 'inactive' & the finalisation need's these to have to 'income type' updated...


    Can you look into this. ?

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,072 Community Manager Community Manager

    Yes that's correct the Migration Assistant will only present active employees to update. If you have any inactive employees that you've paid throughout the course of this financial year ie. are included in the current EOFY finalisation, their STP Phase 2 information will need to be added manually via their profile.

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  • Trish
    Trish Member Posts: 34 ✭

    Ok Rav - thanks.. .understood - we will update these manually.. thanks

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