EOFY compliance report

Sonya Herbert
Sonya Herbert Member Posts: 103 Reckon Star Reckon Star

Im using accounts hosted - i completed my STP finalisation; i did the payroll sumary report; but it's saying i should have done a EOFY compliance report also - 2023-2024 - in the video - i logged into the portal where I go to lodge stp's, but there is no top bar or option menu to click on to do this report? i'm confused.

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Answers

  • Kris_Williams
    Kris_Williams Member Posts: 4,201 Reckon Hall of Famer Reckon Hall of Famer
    edited June 2024

    did you export the EOFY STP after your final pay? When you do this you can see the total Gross and Tax for the year which of course should agree with your payroll totals. Once this finalisation is lodged there's nothing more required

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,970 Reckon Community Manager Community Manager

    Hi @Sonya Herbert

    Did you select the Finalise Year option for 2023/24? If so, that will create the STP file as an EOFY finalisation.

    image.png

    When you're submitting an EOFY finalisation through GovConnect, ensure that you select the upload type as shown below

    image.png
  • Sonya Herbert
    Sonya Herbert Member Posts: 103 Reckon Star Reckon Star

    hi - yes i did as above, like i've done the last few years - i just got confused with seeing that video saying i had to do a compliance report ?

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,130 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @Sonya Herbert Unfortunately, there's not actually a default report for STP in RA/RAH … yet (Reckon have advised they are working on developing this but we don't know when it will be available as yet)

    I think the video was just reiterating the importance of checking/cross-referencing your payroll figures for accuracy. I have my own reports created & saved for this - You can find my instructions on how to create these here:

    https://community.reckon.com/discussion/8033502/stp-reporting-errors

    STP reporting errors

    In the above thread, I show how to check your STP submission figures each pay run. The "finalise" version is using the same report but with the columns set to display by Employee (rather than pay frequency). I then rename it & Memorise again to Add … this additional version to my Memorised Reports List 😊

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