EOFY for Employee Terminated prior to merge from Payroll Premier to Reckon Payroll not correct

I can now see the previously terminated employee in the EOFY report however, the total migrated to Earnings includes the full ETP which included lump sums and tax free components.

When the employee was terminated in Payroll Premier, I did a Final Event. If this EOFY report is lodged with the ATO, will the terminate employee have his YTD figure adjusted?

This is his final event in Payroll Premier:

This is the YTD that was migrated:

This is EOFY:

No amounts showing under ETP or lump sum.

Total ETP was $13191.68 which included an tax free component of $14759.20.

Can someone please advise what I should do? Do I need to include him in the EOFY submission?

Comments

Alexis McKeown

Dear @Therese R ,

The best thing to do in this case is to delete the YTD item in their record, then add it back in.

We've seen a small issue where certain migrated payroll items (additional Leave types, ETP payments, et al) have an issue where they appear on the YTD summaries, but do not generate in the EOFY report.

Removing and adding them back in "refreshes" the report totals, and should cause them to re-appear.

Kind regards,

Alexander McKeown

Reckon Senior Technical Support

Therese R

Thanks Alexander - I will try that.

Therese R

Hi Alexander

Do I have to recreate the Year End totals again by splitting out the various components?

Alexis McKeown

Dear @Therese R ,

You will just need to reprocess the YTD item, date, and amount that is not reporting.

You will need to report each item individually for STP/EOFY reporting.

Kind regards,

Alexander McKeown

Reckon Senior Technical Support

Therese R

Okay - will try that now.

Therese R

Hi Alex

I have amended the Gross Ordinary to what it should be but I am unable to add any other line items. This employee is archived in Reckon Payroll. Do I need to reactivate him before I can add any other pay items?

The EOFY report by the way has not picked up the change to the amount.

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