Has anybody successfully set up salary sacrifice (non super) in STP2?

Natalie Shliapnikoff

It's a non profit organisation that has FBT exemption. Basically, we have employees with the following scenarios:

Salary $2000

Salary Sacrifice -$500

Adjusted Gross pay $1500

Taxed at $1500 - all good

Super calculated at $2000. - all good

Addition to net pay is $500 (tax free) - all good

When I lodge STP return, the banner up the top quotes the correct gross amount of $1500, etc but on the line item next to the employee it shows gross pay as $2000. This means that at the end of the year the employee annual PAYG return shows a higher gross pay and owes an extra $7,000 in taxes.

Help - please.

Acctd4

Hi Natalie

Non-Super Salary Sacrifice definitely shouldn't be set up & linked to RESC as "Super SS" so I'm not that the person you spoke with understood your scenario very well 😬😳 The way you initially set it up was correct however I'm wondering if the configuration issue is actually in another Payroll Item in that Paycheque that's affecting it, as I've just tested it myself & it's reports correctly for me (as the Adjusted Gross)

I see you have both a positive AND negative "FB" Payroll Item on the Paycheque there. You should only need just the Deduction one for it. I suspect your original Deduction one was correct but by including the other positive one also, that was reversing it (eg adding it back into the Total Gross again) 😖

Also, is the SS actually reportable ? (NOTE: This is different to the Non-Profit having FBT exemption)

This SS should only be mapped to Salary Sacrifice Other Employee Benefits (O) IF it's actually reportable. If it's not reportable, it should be mapped to None

Acctd4

Hi Natalie

Just confirming ... you've posted in the Reckon Accounts Hosted category so this is the program you're using ?

It sounds like it may not be mapped correctly.

You're welcome to email me direct if you'd like some 1-on-1 assistance with it 😊

Natalie Shliapnikoff

Yes, hosted product and have been on Reckon technical assistance for over 4 hours and still no resolution. It works perfectly on payslips just not STP2. All employee personal details are not shown. Files appear in wrong order - the issue is laid out in the "issue" file and includes setup recommended, "initial" file was my setup.

Salary Sacrifice Initial setup by me.pdf

Salary Sacrifice Issue.pdf

Natalie Shliapnikoff

Thank you - I will double check

Natalie Shliapnikoff

I should add that the addition is to net pay as a reimbursement and it does calculate correctly. The gross pay is the issue as on the payslip it calculates correctly and appears on the black line of the STP submission but not on the actual line item next to the employee name. That one reverts back to the salary $ before SS.

I have done a dummy payslip without the addition and the problem still exists. "Salary Sacrifice Issue" PDF shows no addition to net pay, just the deduction from gross. Payslip calculates perfectly. When I then do a dummy STP2 submission - the top line with the black background shows the correct$$ but on the employee line below (white background) the gross pay showing is the Salary YTD amount, not net of the SS line of $713.46.

It calculates perfectly in the software , just doesn't seem to transfer correctly to STP2 line items again shows up incorrectly on the annual PAYG Summary.

I have since figured out a workaround that is ridiculous - 2 deductions with different parameters - one that reduces the Gross payment on the individual's line item plus 1 that shows the salary sacrifice, then 2 additions - 1 that just reverses the gross wage fiddle and the one that is the actual reimbursement so to speak as it is a net pay addition.

I feel its a programming issue ......

Thank you for trying

Acctd4

Do you Verify the file regularly ? Run the Rebuild Data x 3 (for some reason 3 Rebuilds fixes a number of issues) This option is under the File dropdown menu > Utilities

If that still doesn’t resolve it, I’m happy to take a look for you want to contact me direct as I still feel it’s a configuration issue 😬

Natalie Shliapnikoff

Thank you will try today

Natalie Shliapnikoff

Thank you - resolved!

Acctd4

That's great to hear @Natalie Shliapnikoff !👌