Salary Sacrifice and other deductions

Jody
Jody Member Posts: 51 Reckoner Reckoner

Hi

I am finding the Salary Sacrifice and other deductions are not always sticking to the amounts I change them to. What could I be doing wrong please?

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 3,608 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Have you entered them in the employee name or changing them in the payrun, the former should result in a permanent entry

  • Jody
    Jody Member Posts: 51 Reckoner Reckoner

    I was entering into the payrun as I was going by the previous Payroll Officer where there doesn't seem to be any codes to choose Salary Sacrifice in the deduction area of the Employee set up. And some have worked and stayed and some haven't by entering in the payrun.

  • Kris_Williams
    Kris_Williams Member Posts: 3,608 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    If you enter it into the payrun do you get a message that says, you have used a payroll item that is not part of the Employee, do you want to add it permanently

  • Jody
    Jody Member Posts: 51 Reckoner Reckoner

    Yes I did at first and that was fine but then $ figures have changed and when I enter the new figure it won't keep it permanently.

  • Kris_Williams
    Kris_Williams Member Posts: 3,608 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    If you go to the super details of the employee you can add another line for salary sacrifice

  • Jody
    Jody Member Posts: 51 Reckoner Reckoner

    Yes, I have that already but you cannot add the dollar amount in there. That's what I'm having the trouble updating the figure and it staying updated.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,727 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi @Jody

    You need to add this in to the Employee record itself, in order for it to be retained & to prepopulate each pay 😊

    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!)
  • Jody
    Jody Member Posts: 51 Reckoner Reckoner

    I keep a list of the employees that I need to manually adjust each payrun but just would be nice not to have to. Older staff are fine but I cannot see that they are set up any differently then what I have done.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,727 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited July 2023

    You don't need to manually adjust each payrun, if you update the Employee record with the info.

    Salary Sacrifice Payroll Items are set up under Super, not in the Deduction section. There is a Rate box there for you to enter a specific amount. NOTE: Ensure you highlight the SS Payroll Item line (NOT the normal SG super) when you enter it!

    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!)
  • Kris_Williams
    Kris_Williams Member Posts: 3,608 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited July 2023

    Yes you can add the $ amount in the super details window of the employee against the SS item


  • Jody
    Jody Member Posts: 51 Reckoner Reckoner

    Fantastic, thank you everybody. I have only looked at that box when it is showing the SG %.