Is there anything else we need to do for EOFY this year?

Jody
Jody Member Posts: 84 Reckoner Reckoner
edited June 2024 in Reckon Accounts (Desktop)

Hi All,

Sounds like a silly question as I use 2 different pay systems and the other system has more steps I need to manually do after Backing up the company file once my final years STP has been sent to the ATO.

Besides doing a back up after submitting our Final years STP and updating the Super %. Is there anything else we need to do this year? ie downloading any updates ect? From memory of last years, I did not have to do much except a Migration?

Thanks

Lisa

Comments

  • Alexis McKeown
    Alexis McKeown Reckon Staff Posts: 596 Reckon Staff Reckon Staff

    Hello @Jody ,

    All you will need to make sure is all payruns before June 30th are all processed, then submitting the EOFY.

    After that, you can upgrade to Reckon Accounts 2024, which handles backing up before updating to the newer edition, which will handle the changes to Super % and Tax Tables for you.

    Kind regards,

    Alexander McKeown

    Reckon Senior Technical Support

    Alexis McKeown

    Reckon Senior Technical Support
    Working hard since 2018
  • Jody
    Jody Member Posts: 84 Reckoner Reckoner

    Thank you so much, so our administrator does not need to do a back up manually for me like we need to do for our other pay system?

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 565 Reckon Staff Reckon Staff

    Morning @Jody

    In order to have the file upgraded to a newer version, it is a mandatory step during the process of upgrade and there is no way to skip that.

    So, this (Backup) is the first step of upgrading the file to the latest version of the software. I hope this helps. Thank you!

    Regards

    Tanvi

    Tanvi.png

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