Migrate to Reckon Payroll from Payroll Premier Desktop
We recently migrated from Payroll Premier Desktop to Reckon Payroll.
We find that terminated employees won't have migrated. It requested us to submit an EOFY Finalisation in Desktop Payroll Premier for employees terminated this financial year.
However, when we run the EOFY finalisation in Payroll Premier, the report will included all employees (not only the terminated employees).
Is anyone know how to generate the EOFY Finalisation that only included employess terminated in this Financial Year?
Answers
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Payroll Premier desktop doesn't allow you to selectively choose which employees to include in the EOFY finalisation. However with that said, once you send a new STP submission for an active employee after making the upgrade, it will 'unfinalise' them and continue on as normal.
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Hi Rav,
I just received a call from Reckon Migration team. She told me that I don't need to submit the EOFY finalisation if I have already submitted the final payment for terminated employee to Reckon GovConnect. I am vey confusing now. So should I upload the EOFY finalisation or not?
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Let me clarify my previous reply and add a bit more context.
If you have any terminated employees in Payroll Premier desktop currently who you haven't finalised yet, for example any employees terminated this current financial year then our recommendation is to perform an EoFY finalisation in PP desktop as it states in the message in your screenshot above.
This will finalise ALL employees ie. Active & Terminated
Next, when you upgrade to Reckon Payroll it will bring over your active employees (only). When you create your first payrun in Reckon Payroll for all active employees and send the associated STP submission for it, it will then 'unfinalise' those active employees that were previously included in the EOFY finalisation sent from Payroll Premier desktop.
I hope that hasn't confused matters more but let me know if you have any questions around the above.
In regard to what you were advised on your call, I think the team member may have provided that advice under the assumption you haven't finalised your 2022/23 financial year yet which I'm guessing you have already done so by now.
🎉 Get rewarded for contributing to the Reckon Community! Learn how you could get a $100 gift voucher each month HERE.
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