EOFY summary errors

TLee
TLee Member Posts: 63 Reckoner Reckoner
edited January 2024 in Reckon Payroll

Earlier in the year I did a double entry of a pay run because on checking on the status of the first one it had disappeared from my list. It later showed up but had Error alongside it. I tried doing an update of zero amounts to cancel out the error but itโ€™s still showing up in the list as error, and the reason given is that the pay run had already been submitted. (The โ€˜errorโ€™ is showing on the first entry and not the second entry which is showing โ€˜doneโ€™.).

In mid June I moved over to the new Reckon App. When I request the EOFY summaries for 2020-2021, majority do not match up with my own conciliations and weekly pay run submissions. I also had this problem last year and spent a considerable amount of time mucking around with it to try rectify. The app was not very user friendly. I was hoping for a better experience this year with your new app but seems Its not as straight forward again. Whatโ€™s happened, and can I change individual end of year payment figures? Very frustrating!

Comments

  • swakhlu01 .
    swakhlu01 . Member Posts: 396 Reckon Star Reckon Star

    @Tlee In Payroll App you can select the Employee data edit function and modify the Initial YTD salary figures so that the EOFY Summary for 20/21 matches with what you want it to be. Also make sure you have checked what has been reported in Employee Income Statement for 20/21 in ATO Mygov portal for the relevant employees.

    In the help instructions at below link scroll down to the section on "Initial YTD"

    https://help.reckon.com/article/uz5x44p19d-reckon-payroll-app-adding-employees

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