In setting up a new Reckon One book, how do I enter YTD payroll, PAYG and super? Also, how do we make TPAR to include YTD figures?

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In setting up a new book, how do I enter YTD payroll, PAYG and super? Also, how do we make TPAR to include YTD figures, journal entry seems to be not TPAR freiendly?
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Eric Tong

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Posted 3 years ago

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Rav, Community Manager

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Hi Eric,

Check out our Reckon One YouTube playlist, its got a number of videos which step you through a number of areas and tasks. Apologies, a few of the videos are still in the previous visual format of Reckon One, they are the in the process of being updated however the content is still very relevant.

RECKON ONE - How do I enter YTD payroll balances?
RECKON ONE - Getting Started with Payroll
RECKON ONE - Payroll 

For your query around TPAR, could you expand on that a little more?
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Eric Tong

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Thanks Rav.

For TPAR, say the new book is set up from 1 January 2017, without entering each of the previous transactions between 1 July to 31 December into Reckon One, is there a way such as entering Journal such that the TPAR reporting can include the whole year figures covering 1 July to 31 June 2107?  It seems that TPAR cannot pick up from Journal entry.  Whereas for Invoices and Bills, Journal entries seems can pick up tax for BAS reporting.
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Rav, Community Manager

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Thanks for getting back to me Eric,

I've had a chat with the Reckon One team around your query, Reckon One uses payment transactions made to the TPAR enabled supplier (found in the supplier record) rather than Journal entries.
Unfortunately, there is no YTD capability for TPAR suppliers so in the situation where Reckon One does not have the complete financial year data available, you will need to submit TPAR manually for that year.
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Simon M, Alum

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Hi Eric,

My name is Simon and I work for the user experience team here at Reckon. 

I would be keen to know how you found our help videos and documentation.  Would you mind if I reached out to you via email to ask a few questions?

Thanks
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Eric Tong

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Hi Simon,

No worries, awaiting your email.

Best Regards,
Eric