Payroll Summary in Reckon One

Stuart WrightStuart Wright Member Posts: 28
edited April 22 in Reckon One
Its tax time and we need to lodge our payroll summary. Am I in the right place if I got through the Payroll | Payment Summaries menu? I click on add, I'm not able to give it a valid reference.
I am then able to (via drafts) view and email (and I assume print if required) the employee payment summary, but I am not able to lodge the documents - they remain in draft form and nothing points to a lodgement.
Is there a section missing to this view still?
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Comments

  • Sharon TowesSharon Towes Alumni Posts: 25
    edited July 2017
    Hi Stuart, we have added a new tab to the payment summaries menu called annual report.  From here you can create an EMPDUPE file to lodge manually.  This will be included in the next release which should be happening sometime today.
  • Rebecca MillerRebecca Miller Member Posts: 1
    edited July 2016
    Hi Sharon has this happened yet? as I am still having the same trouble as above user.
  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Hi Rebecca, the release has been held up due to an unrelated environmental issue.  At this stage it looks like it will be tomorrow now.  Very sorry for the inconvenience caused.
  • StephanieStephanie Member Posts: 4
    edited July 2016
    Hi Sharon, is this release available yet? I am in the same position as the original poster - I can view the drafts and have emailed and printed the employees' summaries (which worked perfectly) but I can't lodge anything yet.
  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Hi Stephanie, yes, if you go into payment summaries menu there is a new item called annual report.  You can create the EMPDUPE file there.
  • Stuart WrightStuart Wright Member Posts: 28
    edited July 2016
    Sharon, can you perhaps post some screenshots of this as I have not be able to follow the above instructions up until Tuesday night.
  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Hi Stuart 

    From the payment summaries menu you should be able to see Annual report next to ETP.  Click the Add button and select the financial year.  An EMPDUPE file will be created as part of this process.  How this is saved depends on your browser - you will either be asked to specify where it's saved or it will show as a link in the bottom of the web page.  Once you have saved it you will have to manually upload it to the ATO site as we haven't implemented any functionality to lodge it for you yet.  After it's lodged you can mark it as lodged by clicking on the line in grid below.  This also gives you a summary of the INB and ETP payment summaries included:

    image


  • Stuart WrightStuart Wright Member Posts: 28
    edited July 2016
    Hi Sharon
    Well this is embarrassing. I have two problems. I have marked my report as lodged and cannot delete it or reproduce the EMPDUPE file. 
    My other problem is under the INB section I have created the report but it stays in draft mode - it won't let me lodge it any which way. The only thing I can do is delete it.
    1. unexpected error creating annual report - perhaps because there already is one.
    image
    2.Unable to change INB report from draft mode.
    image

  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Hi Stuart,

    We are intending to add a "Make draft" button for SuperStream so I think we should add one for payment summaries as well.  That won't be quick enough to solve your problem though.  Can you give me your book name and we can change the status for you in the database.  

    We don't have a lodge button for INB or ETP payment summaries yet.  I am looking into that currently.  If you mark the annual report that includes those summaries as lodged is there any need to mark the INB/ETP batches as lodged as well or is that just double the work?  I'm thinking we may need to hide the status for those.  Let me know what you think.

  • AmitAmit Member Posts: 12
    edited July 2016

    Hi Sharon,

    I also get same results as Stuart; How do I actually download the EMPDUPE file ?

    I am new to Reckon and new Small Business

    Thanks

    amit

  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Hi Amit, 

    The EMPDUPE file is created and saved as part of the process when you add the annual report for the year.  At this point you should save it somewhere to upload later.  Don't mark it as lodged until you have uploaded it.  If you didn't save it as part of the adding process, delete it annual report and create it again making sure you save the file.  If you still have problems I recommend you give support a call. 
  • Glenn HumphreysGlenn Humphreys Member Posts: 6
    edited July 2016
    Hi Sharon - I am also getting an unexpected error when creating the annual report.  It seems to be totalling the tax withheld but not the gross payments.  That's the only thing I can see that's unusual.  I'm just trying to create an Empdupe file so I can lodge it via the tax agent portal.  Any ideas?

  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Hi Glenn, we didn't include the gross amount total in the list of payment summary types but the EMPDUPE file will have all the information you require.  You can see the gross amount by employee if you click on the lines.  We will look at adding the total of the gross amount in addition to the tax value soon.
  • Glenn HumphreysGlenn Humphreys Member Posts: 6
    edited July 2016
    Thanks Sharon, sounds good, but with the unexpected error message I'm not getting to the empdupe file creation stage?
    image
  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Sorry Glenn, didn't realise you couldn't create the report.  I will have to get one of our developers to look into this.  Can you give me your cashbook name please?
  • AmitAmit Member Posts: 12
    edited July 2016

    Hi Sharon,

    I get the same error as Glenn; My book name = AB Foods Family Trust

    Thanks,

    amit

  • Alicia AndersonAlicia Anderson Member Posts: 11
    edited July 2016
    How do I save the EMPDUPE locally to my computer?  The only folders available to me are the online ones associated with my account.  Thanks for your help!
  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Hi Amit and Glenn, we have one bug outstanding that may be related to the problems you are having.  If the ABN number you have saved in the general settings area has spaces it will cause an error.  Can you check if this is case for you?  If it is, remove the spaces and try the report again. Thanks.
  • AmitAmit Member Posts: 12
    edited July 2016

    Worked like a charm now :)

    Thanks for that; we will wait once the next changes are released so we can change status from Draft to Lodged

    Cheers,

    amit

  • Glenn HumphreysGlenn Humphreys Member Posts: 6
    edited July 2016
    Thanks Sharon - all good!!
  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    How do I save the EMPDUPE locally to my computer?  The only folders available to me are the online ones associated with my account.  Thanks for your help!
    Hi Alicia, are you using Reckon One payroll or Reckon Accounts Hosted?

  • StephanieStephanie Member Posts: 4
    edited July 2017
    Hi Sharon,

    I am a new user and created my individual payment summaries using the Year To Date function. This worked perfectly for the individual reports, but when I try to use Annual Report to create an EMPDUPE file, it tells me "there's nothing here yet" and when I try to add a line, nothing shows up.
  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Hi Stephanie, this is a bug which we will get onto straight away.  Will keep you posted.
  • StephanieStephanie Member Posts: 4
    edited August 2016
    Hi Sharon,
    Is there any progress on this bug, or a way I can work around it?
    Thanks very much!
  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Hi Stephanie, we have done the fix but haven't released it yet.  We are aiming to release first thing Monday morning (all going to plan).  Sorry that this has been delayed so long.
  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Hi Stephanie, the fix has been released so you should be able to create your EMPDUPE file now.
  • Stuart WrightStuart Wright Member Posts: 28
    edited August 2016
    Hi Sharon
    Sorry, I didn't reply to you 3 weeks ago - Koroit Belly Dance Inc is the book name.
    I don't think there is a need to mark INB/ETP payments as lodged other than neatness. Hiding would be OK IMHO.
    Stuart
    Hi Stuart, 
    We are intending to add a "Make draft" button for SuperStream so I think we should add one for payment summaries as well.  That won't be quick enough to solve your problem though.  Can you give me your book name and we can change the status for you in the database.  
    We don't have a lodge button for INB or ETP payment summaries yet.  I am looking into that currently.  If you mark the annual report that includes those summaries as lodged is there any need to mark the INB/ETP batches as lodged as well or is that just double the work?  I'm thinking we may need to hide the status for those.  Let me know what you think.
  • Sharon TowesSharon Towes Alumni Posts: 25
    edited December 2016
    Hi Stuart, sorry I just found the email with your response.  We've updated your payment summary annual report to draft status today.  I agree about not needing the status on INB/ETP payment summaries.  We will get the screens updated to remove this.  Thanks for your input.
  • ERINERIN Member Posts: 28
    edited June 2017
    I am new at creating payment summaries, but seem to have found the area where i need to be to do so, i like the very first comment above can manage to create the summaries but dont have any where to lodge them nor do i have the annual report tab, not sure of the page that was posted above (see below) is derived from either. what am i missing please? image
  • RavRav Administrator Posts: 9,785 Administrator
    edited July 2017
    Hi Erin,

    Check out our new video on payment summaries and creating the EMPDUPE file in Reckon One HERE
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