Change of employee name from female to male

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Leanne_7663246
Leanne_7663246 Member Posts: 111 ✭✭
in Reckon Accounts (Desktop)

Hi

Wondering if someone can offer advice. We have an employee who has changed their name from a female name to male name. They have provided us with new licence in the new name. We are advising them to contact the ATO to update the details. Are there any specific requirements of Reckon to update to the new name. We have told them until they have updated with ATO we cant change anything. If anyone has had experience with this and can help, any info would be appreciated.


thanks

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  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
    edited December 2022
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    Hi there Leanne

    As you've mentioned, its crucial that the employee has updated their details on the ATO end to prevent data matching and pre-fill issues.

    Once you have confirmed that has been completed then you can update it within your Reckon software.

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,408 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited December 2022
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    Hi Leanne

    In my experience, any name differences within the payroll system don't actually affect the STP process as STP seems to be reliant on non-negotiable detail eg Employee Number (as this shouldn't be changed!), TFN & DOB.

    By way of personal ("employee") example ... my legal name is actually "Sharon" (which I hate 😫) In my employment, I'm in the payroll under "Shaz" & there have been no STP or tax return prefill issues at all (& I would know as I'm the one who lodges both! 😊)

    What I can tell you from a tax perspective is that the tax return MUST be lodged using the same legal name as the one registered with the ATO. If not, it can hold-up the return processing for months - I have had tax clients who have had this happen previously, particularly where the name was spelt incorrectly or where the return was lodged under a new married name but that info's had not yet been updated with the ATO first!

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Leanne_7663246
    Leanne_7663246 Member Posts: 111 ✭✭
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    Thanks Rav and Shaz:) (didn't dare write Sharon:)

    All makes sense


    cheers

    Leanne

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