New clients coming on board

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System Member Posts: 253 Moderator Moderator
in Reckon One
This discussion was created from comments split from: Reckon One update! ✨ Classifications in payroll & more!.

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  • Kali
    Kali Member Posts: 427 Reckon Star Reckon Star

    Hi Rav,

    With read-only files are you able to lodge their EOY STP finalisation? I ceased doing a client's payroll back in February 2025 but need to lodge their EOY submission.

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,657 Reckon Community Manager Community Manager

    Hi @Kali

    If the book is cancelled, you'll be able to view pay run and employee information, payslips and reports however to to send an STP submission, including an EOFY finalisation, the book will need to be active.

  • Kali
    Kali Member Posts: 427 Reckon Star Reckon Star

    Hi Rav,

    Thanks for the info — I’ve reactivated, submitted, and subsequently deactivated as needed.

    Quick follow-up question: I’ve recently picked up two new clients who’ll be coming on board from 1 August 2025. For the first month of payroll (July 2025), which is being handled by their previous provider, can you please remind me of the correct process?

    Do I need to enter YTD figures in my software when I take over, or will the previous provider submit all STP2 data for July 2025 and I simply begin submitting from August onwards?

    Appreciate your guidance as always.

    Cheers,

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,657 Reckon Community Manager Community Manager

    Hi @Kali

    The very first thing to do is add the previous BMSID from the other software provider into Reckon One so that it makes the transition of YTD data much smoother. There's some more info on this including links to important info HERE.

  • Kali
    Kali Member Posts: 427 Reckon Star Reckon Star

    Hi Rav,

    Can I please clarify the above advice for a mid-year payroll takeover from a different payroll provider?

    In this case, the previous provider will report STP up to the last pay they process (June–September), and I will report from my first pay run in October onwards. My understanding is that provided the old provider lodges and finalises their YTD data correctly, I would:

    • Start fresh in my system from October with current period earnings only (no YTD figures entered).
    • No need to bring across the old payroll providers BMS ID into my setup.
    • Only enter employees’ opening leave balances so accruals calculate correctly going forward.

    Can you please confirm? This is not us changing payroll software, this is the client changing payroll providers.

    Cheers,

    Kali

  • Kali
    Kali Member Posts: 427 Reckon Star Reckon Star

    Hi Rav,

    Can i please get a response to this please?

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