PAYG Payment Summaries incorrect after upgrade to 2023 version

Annette_8328831
Annette_8328831 Member Posts: 23 ✭✭
in Reckon Accounts (Desktop)

I finalised the end of year through STP and verified the information with my payroll records in the 2022 version. I then upgraded to 2023 and used the wizard to upgrade to STP 2. I went to print the PAYG Payment Summaries and they are now incorrect. They don't appear to show any payment other than Wages. Commissions, bonuses and possibly overtime are missing.

Can someone please help.

Thank you in advance.

Comments

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

    Payment summaries are actually obsolete now and yes overtime and other pay rates are missing. Employees just need their MyGov app to see their income statement

  • Annette_8328831
    Annette_8328831 Member Posts: 23 ✭✭

    I am using Reckon Hosted.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,169 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi Annette

    Unfortunately, the old Payment Summaries are no longer able to be used as they don’t support STP2 😬

    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

    [email protected]

    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: 15,072 Community Manager Community Manager

    Hi Annette,

    Kris & Shaz are correct ✔

    STP Phase 2 has introduced additional reporting requirements specifically around the Disaggregation of Gross.

    These new reporting requirements weren't part of the old Payment Summary (or EMPDUPE) lodgement process, therefore, if you view the Payment Summary for a financial year that contains one or more STP Phase 2 lodgements, you will find the amounts don't match.

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  • Annette_8328831
    Annette_8328831 Member Posts: 23 ✭✭
    https://community.reckon.com/discussion/comment/20637311#Comment_20637311

    Thank you Kris, I must admit, I nearly had a heart attack!

  • Annette_8328831
    Annette_8328831 Member Posts: 23 ✭✭
    https://community.reckon.com/discussion/comment/20637313#Comment_20637313

    Thank you for your reply @Acctd4 Shaz, @Kris_Williams and @Rav 🙏

  • Jocelyn
    Jocelyn Member Posts: 40 ✭

    So what do we do??? We have staff who don't have My Gov accounts (at least 4 employees out of 130+). Shall I provide them with screen shots of their STP finalisation matching with their last payslip of the year?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,169 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    @Jocelyn There's no need as it prefills automatically when they do their tax return, either online themselves or via a tax agent 😊

    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

    [email protected]

    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!)
  • KimBoTCC
    KimBoTCC Member Posts: 8 ✭

    Thanks for these comments everyone! We have only switched over to STP2 from July 2023 - and I was checking the amounts to the Payment summaries for the first quarter... and was wondering why things weren't matching up!!

    So how do we check that the totals are correct before finalising our EOFY @Rav ?? Just double check that we are using all the correct payment codes?? 😀

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,169 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited October 31

    Hi @KimBoTCC

    Upload your STP file & - whilst it's still in Draft status (so BEFORE you click Submit) - click on Detail to view each employee's YTD figures. Compare these against a YTD modified Payroll Summary, with columns set to Employee.

    Have a look at my other thread links here for more detailed instructions: https://community.reckon.com/discussion/comment/20641304#Comment_20641304

    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

    [email protected]

    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!)
  • KimBoTCC
    KimBoTCC Member Posts: 8 ✭

    Great! Thanks so much, Shaz @Acctd4 👌

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,169 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    You're very welcome @KimBoTCC 😊

    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

    [email protected]

    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!)

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