"Unfinalised" income statement on MyGov
An accountant acting for a staff member has contacted me with a payment summary problem. The staff member's MyGov shows two payment summaries or income statements from our company. The first entry is showing as unfinalised and the total is included in the second entry which is correct.
Last week I spoke to Reckon Technical Support who instructed me through the steps to resend the staff member's EOFY again. But the accountant has contacted me again saying that the problem has not been resolved. I've since discovered that when STP phase 2 commenced all staff had to have a payroll ID number and I believe his number had been changed.
What do I do to rectify this problem please?
Answers
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you can print these details up from the STP portal, sometimes this happens and thereโs absolutely nothing you can do. Same thing happened to me last year. Give them a paper copy
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You dont need to do anything. The staff person can delete the 2nd income statement from his tax return in mygov. Or his accountant can do it in whatever compliance software he uses. Its not a big deal. Happened to me four years ago when we changed systems midway through the year
Zappy
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You have always required a payroll ID, its not new with STP 2
As discussed
If you have two payroll identifiers you will have two income statements. This is the way its supposed to work.
Did you ring support?
Zappy
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The information in this help guide linked below has info on why this can occur, as you've mentioned, changes to the employee number is the most common cause.
The guide also outlines steps you can take to resolve this -
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The problem remains even though I followed Technical Support instructions. The Support officer who had access to the company book, assured me it had been rectified but after a week the ATO is still showing two payment summaries on MyGov.
I believe the issue is with the payroll ID which had been change during the year. I cannot change this back to the original as this has been allocated to another staff member.
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Incorrect/unfinalised STP is a common issue across the board with all payroll software (eg not just when with Reckon) Unfortunately, in many cases, the inability to remove it completely is an ATO-implemented thing (for "compliance" apparently ๐)
It's frustrating but most tax agents are aware of this & that (incorrect, unfinalised) data can just be omitted from the employee's tax return with a note included in the lodgment, clarifying that.
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The person lodging the tax return can exclude the 2nd income statement.
Also, you believe correctly. Two payroll IDs means two income statements. You'll only make this mistake once I can assure you.
Its not complicated
Zappy
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