STP EOFY Reporting - From Payroll Premier to Payroll Web

Stacey_6976885
Stacey_6976885 Member Posts: 64 Reckoner Reckoner
in Reckon Payroll

I moved from Payroll Premier in August 2023, so therefore I had a few week's pays processed in that program. As well as processing my EOFY report from the new payroll web, do I need to process an EOFY report for the period from July to August 2023 from the old program?

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,632 Reckon Community Manager Community Manager

    Hi @Stacey_6976885

    No you won't need to do anything further in the old Payroll Premier software. As part of your migration from Payroll Premier to Reckon Payroll, the balances paid to your employees from that software will have been brought over to Reckon Payroll as an initial YTD balance.

    This balance + any pay runs you create in Reckon Payroll will be sent in your STP submissions and EOFY finalisation.

    You can review any initial YTD balances for an employee by editing their profile and selecting Initial YTD. Example below.

    image.png
  • Stacey_6976885
    Stacey_6976885 Member Posts: 64 Reckoner Reckoner

    Thanks Rav, I appreciate your quick response.

  • Stacey_6976885
    Stacey_6976885 Member Posts: 64 Reckoner Reckoner

    Hi Rav,

    I have noticed when generating the EOFY report, it does not include the balance from the few week's pay processed in payroll premier, eventhough the YTD balance was entered during the migration. I am assuming it is okay to submit the report with that figure not included?

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,632 Reckon Community Manager Community Manager

    Hi @Stacey_6976885

    Just to confirm, are the total balances for each employee that you see on the EOFY finalisation in Reckon Payroll correct in terms of what they should be for the full financial year?

    If so, then yes you're good to go.

  • Stacey_6976885
    Stacey_6976885 Member Posts: 64 Reckoner Reckoner

    Thanks Rav.

    It is a bit confusing having the few weeks pay in the previous program. Hopefully no issues once submitted. There were three employees that were terminated in the previous program, but they did not appear in the EOFY report, so I assume they were accounted for in the STP report from that program. Is that correct?

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,632 Reckon Community Manager Community Manager

    In regard to terminated employees not appearing in the EOFY finalisation, that is currently an issue which we've got a fix coming for hopefully later today but just waiting for confirmation from my dev team.

    There's a bit more on that particular situation in our previous announcement which I'll link here - ⚠️ Some employees not appearing in EOFY finalisation - Reckon Payroll

Categories