PAYG Payment Summaries incorrect after upgrade to 2023 version

Annette_8328831

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.

Kris_Williams

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

I am using Reckon Hosted.

Acctd4

Hi Annette

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

Rav

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.

Annette_8328831

https://community.reckon.com/discussion/comment/20637311#Comment_20637311

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

Annette_8328831

https://community.reckon.com/discussion/comment/20637313#Comment_20637313

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

Jocelyn

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

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

KimBoTCC

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

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

KimBoTCC

Great! Thanks so much, Shaz @Acctd4 👌

Acctd4

You're very welcome @KimBoTCC 😊