STP App. Can you alter the YTD figures on the Employee's Pay Summary? Can you delete a draft Pay Run?

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I made an error in the STP Reckon mobile app. When you first go in it asks if you have made a payment from 1/7/19. I thought as I was about to make a payment that I should say yes. This was wrong of me. The YTD figure now includes this pay twice. Is there a way of adjusting the income / super / tax paid for the YTD? Would a solution be to not enter next fn's pay into the STP app? I tried to create an adjustment to the employees salary but all this has done has created draft Pay Runs which I can't delete!
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Glen Levingston

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Posted 1 year ago

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Rav, Community Manager

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Hi Glen,
Yes you can create an adjustment, when you are in the pay run screen select the blue + icon and select 'New Adjustment' rather than new pay run.

Draft pay events can't be deleted just yet but will be coming to the app in a future update.
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Penny Scott

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Hi
I have also made this same mistake as Glen, I have done one pay run through STP mobile app to ATO  which shows successful,but I added the employee details first and now it has come up as two pays for the same date in the Year to date summary. Can  you explain again how to change it step by step and does that affect the successful  pay run I sent have already to ATO?
Thanks
Penny
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Rav, Community Manager

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Hi Penny,
If the reported figures you've sent through are incorrect for an employee you can amend this by sending through an adjustment. Follow the steps in my reply above to create a new adjustment in the app itself to send.
You can create a negative adjustment if you've over reported figures and need to correct or send a positive balance adjustment for under-reported figures.
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Tracy

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Hi Rav  I am having the same problem as others. I have done 1 pay run only. The pay info I reported to ATO is correct but the info in employees payroll summary is double what it should be. Therefore if I do an adjustment it will make my correct payrun incorrect. What should I do? Thanks Tracy
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Jaruvan Byron

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I made the same error. I'm waiting for some answers thanks. Ja
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Mace Moua

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Sorry, I'm new to this, and I've posted up my situation but no one's got back to me. I've been reading some of the post that is related to my situation, and so I would like to ask, I am using the reckon app, if i go and make a new adjustment for 7 weeks that I've accidentally doubled up on. Do I need to make 7 individual adjustments?? Or do I need to just make a total of 1 adjustment??? And with the adjustment, it doesnt allow you to use a negative ?? How can I go about this plz.
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Simp-son Andrea

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i too have made this mistake, does this mean i can adjust my newly added YTD totals with a negative amount in the adjustment area to send all my staff YTD figures back to zero then run a new pay run?  do both adjustment and new pay run need to be reported to ATO As i cant a find any other way to correct my error.???
(Edited)
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Stephen Day

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Yesterday I set up the Reckon app for STP.

It seems to have calculated the pay run 3 times for each employee and as such each employee's summary is 3 times what it should be.

How do I fix this now?

 


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Alli Hopkins

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You can create an adjustment, when you are in the pay run screen. select the blue + icon and select 'New Adjustment' rather than new pay run. Put in the two times amount you need to delete as a negative (eg -600) and submit.  This fixed mine up.
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Brad Marler

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Hi Alli, 
I have a similar problem to Stephen. However, the app does not allow me to enter a negative. Any suggestions?
thanks Brad
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Penny Scott

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Hi Alli,
I started to do this then got nervous when it said declaration .Wasn't sure if I was doing the right thing. Does the declaration just go through to the MY GOV site ?I didn't want to mess up what I had sent to ATO as they have the correct amount.
Thanks
regards Penny
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Linda Indrisie

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Brad did you figure out how to do a negative adjustment?
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Rav, Community Manager

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Hi Brad & Linda,
The app will only allow you to enter a negative adjustment if there have been submissions made already ie. so that there is a balance for it to adjust.
If you haven't submitted anything as yet it won't allow this. If you need to make an adjustment for the previous financial year, ensure you select 30 June 2019 as your adjustment date.
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Linda Indrisie

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HI Rav, there have been submissions made already. I need to adjust for a doubled up pay on 12 June 2019. I have put the adjustment date as 30 June 2019. It doens't allow a negative.
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Brad Marler

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Hi Linda, no, so far unsuccessful. I have made two payments in the financial year, 7 July and 12 July. The app has doubled the payment for the 7th. I date the adjustment 7 July but the negative symbol is ghosted out.

Rav, from your post above it should work but so far, no go.

I have uploaded a *.json file (created from reckon accounts) through https://portal.reckon.com. Called the ATO, their records are showing the correct YTD income for the employees but the app still has incorrect figure. 
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Stephen Day

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It worked, thanks for your help.


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renee

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Hi Glen I have done the exact same as you, there is no information explaining how to do this when you initially set up which is very annoying. I’m wondering because I haven’t submitted anything to the ATO can I just create another account and enter everybody’s details in again but leave the YTD blank.
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Darryn

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Renee, you shouldn't be able to fix this problem by creating another account, as the App locks your ABN to your first account.  I have been locked out for other reasons (still waiting on a promised fix) but made the same YtD error and have to make the adjustment when I get in.  The adjustment method described above by Alli seems to work where other people have had this problem.
(Edited)
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renee

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Hi Darren, thanks for your message, I actually have just made another account using the same ABN, only changed the email address. I haven’t gone to enter anything in yet but it seems to be okay?
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Darryn

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That's surprising.  I guess if you've got that far, there's no reason not to keep going.  Had you registered the previous account with the ATO?
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Rav, Community Manager

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No, this is likely due to me deleting the ABN from the app just before from Renee's other thread here.
(Edited)
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renee

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Thank you so much Rav. Another account was also set up rjshoobridge@gmail.com ABN 2960 269 5429 As I couldn’t get the first one to work & I really needed to issue STP to the ATO by today as I’m going away. Could you also delete this one so I can start fresh again. It has nothing entered on it at all
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Kien Fei Chan

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Hi, 
Has anyone worked this out? I made the mistake when I first setup the employee and enter a YTD amount thinking that was a proper payment run. So now that I have done a proper run, the pay summary now shows doubled what I submitted. I read I can do a negative adjustment but this would send to ATO? I don't want it to send any payment run to ATO. I just want to fix up my initial YTD to zero so that I have a correct YTD amount.  Any ideas?
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Joseph Li

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A negative adjustment would fix YTD figures. An adjustment is not a pay run.
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Daniel

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So eveytime i opened the app it constantly asked if i had paid an employee after july 1st. I said yes everytime. Everything was working well untill today when i went to make a pay run it finally asked me to fill in some YTDs i did now it shows i have paid twice the amount. Never submitted anything to the ato yet with the incorrect figures. Can the adjustment everyone is talking about be made on the app as described above?
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Peter Christie

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Dear Rav,

My YTD figure is incorrect also & I can't fathom it regarding my pay run figures. My Pay runs on the ATO portal are all correctly received & there are no YTD figures mentioned on the portal that I can see, but the YTD figures on the STP mobile APP baffle me.
It's confusing to me the way it describes what  $ amounts the YTD figure includes.
The 2019-20 YTD figure should only include moneys paid (pay runs) from 1/7/19 up to 30/6/20.
How can I correct the YTD figures without affecting the Pay Run figures which are correct ? 

(Hi Joseph Li above, An adjustment to me is not a pay run but a repair to an error & to me it is a reduction or increase to an employee's pay. The Pay run date is asked for when you start the adjustment I think. Therefore the way I see it is that the employee's income is less or more than they actually received or were paid from the business account, but this is only my understanding )

Cheers, Peter Christie
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Dee Hamer

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Hi did you get a fix for this as I have the same issue!
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Lachlan Clarke

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dee hamer - feel free to email me lachlan.clarke@dinauniforms.com.au
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Peter Christie

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Hi Dee & Lachlan,
I did get a fix. At the time I checked my YTD figures on the ATO portal to see how much they had increased & it was exactly double. I followed Mike Johnson's negative entry method below with an adjustment and it fixed it. It's been a while since I've had to use the App so I'm unsure about the deleting a draft pay run issue sorry.
Cheers, Peter Christie
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Mike Johnson

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I have also had the same issue where after successfully submitting pays this year, this time I was asked to add YTD figures. (My saved password also didn't work).  I had a Samsung phone software update earlier in the week, and figured that my history had been lost, so I submitted the YTD figures. Like everyone else, I then find my YTD figures were already there, so it is now they are all over-inflated (but I can't work out how the new figures were created, as the difference between what they are showing and what I typed in as the missing YTD figures are different). 

Anyway, I am assuming that Reckon has sent through the wrong YTD figures, given RAV's comment towards the top of this post "You can create a negative adjustment if you've over reported figures and need to correct or send a positive balance adjustment for under-reported figures".

So I took a deep breath and submitted a negative adjustment for my gross, tax and super.  (To do a negative wasn't straight forward - I had to type the amount, then click at the start of the amount and double click on the .- button - it wouldn't let me select the - sign before typing the amount).  So I have got a success message - that it has been submitted and approved by the ATO.  My Reckon YTD figures are now correct.

But at this stage I really don't have any confidence in what has happened with my ATO records - like others, the monthly pay records were correct previously, but you can't see what the ATO  YTD records are.  I am going to ring the ATO during business hours to see what has happened.( I may have to do another adjustment to reverse the one I just did if the ATO figures were previously correct! Which means my Reckon YTD will always be wrong! - lets hope not).
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Mike Johnson

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I rang the ATO and they weren't much help. Phone staff are unable to see the YTD records to confirm the balances.  However, they assure me what matters is that the balances in the Reckon ap are correct, which they are now.  Have to wait until EOFY when the 'tax event' occurs, to be able to check that it is all ok. 
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Joseph Li

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Hi Mike,
What matters is the employee myGov income statement figures. Ask the employee to check that. Because Business Portal does not show initial YTD figures so if feasible avoid using initial YTD figures. Initial YTD figures are only used for the first STP reporting year.
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Mike Johnson

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Thanks Joseph. So checking myGov, the information is correct after I processed the adjustment via Reckon.  I would encourage others who experience this to get the employee concerned to check their myGov income statement to see the YTD figures. if incorrect, then process the adjustment via Reckon, as per the process in my earlier post.
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Peter Christie

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Dear Mike,
Thanks for your story & information re the ATO response, there must be more people with this problem than just us & as you said EOFY will be the time. I have 
I haven't received a reply from RECKON yet about the YTD figures & possible adjustment either.
I will check here every payday for any possible updates.

Cheers, Peter Christie
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Mike Johnson

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Hi Peter. See my comment to Joseph. Check myGov. If incorrect, process an adjustment via Reckon.   You will see the adjustment go through on the ATO STP site. Then get the employee to check myGov again.  Here is the procedure I just wrote for my files but hopefully it will never happen again (ie - ignore any future reckon requests to input YTD unless it is the employee's first pay run in that financial year).
  • Check employee record in myGov to confirm there is an issue

  • If incorrect, process an adjustment via Reckon: 

    • In the pay run screen select the blue + icon and select 'New Adjustment' rather than new pay run

    • Submit a negative adjustment for gross, tax and super if the YTD amounts are overstated.  (To do a negative amount, type the amount as a positive amount. Then click at the start of the amount and double click on the .- button)

    • Await the success message  

  • Check the adjustment has gone through in the ATO Business Portal - STP reporting page

  • Get employee to confirm the YTD amounts for gross, tax and super in myGov are correct


(Edited)
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Peter Christie

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Hi Mike,
Thank you, I checked my personal wage amount (employee) in My Gov & the YTD amounts were exactly double the amount my company (I) has paid me. I followed your directions to the "T" & adjustment has gone through.
The 1 question the App asks, that I baulked at earlier on, that prevented me from taking the adjustment path was "The Pay Date" before you enter the adjustment amounts, as I couldn't see how it could only refer to 1 pay run's income, but I powered on & used the last pay date to see what would happen & all ok. The minus symbol trick is a great help, though I only had to hit it once to make it appear & now I'll go back into My Gov & see if the ATO have accepted it.
Thanks heaps,

Cheers, Peter Christie 



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Mike Johnson

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Hi. Re the pay date, I think the ATO only allow 14 days from the last pay date to make an adjustment, otherwise you have to do it at the time of the next pay (I could be wrong though) - which would be why you need to enter the pay date.  Good luck with the rest of it! Cheers Mike
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Mark Hurrell

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I think Mike Johnson above may have given the best answer so far. I am having exactly the same problem. Tax Office employee that I contacted tells me that the YTD figure has doubled up on one of the pay runs - I cannot see the YTD figures on the app so flying blind. ATO tells me to call RECKON & RECKON tells me to call ATO!!!
Also I have had 1 pay run disappear completely & a message appear on the pay runs that I have successfully submitted ERROR - Pay run has been declined by the ATO - TFN must be valid. I double checked all the TFN's - they are correct & rang ATO they HAVE NOT been declined !?!?!
(Edited)
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Peter Christie

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Hi Mark, I agree Mike Johnson's directions were good & worked for me. I could only see my personal YTD figures via MyGov then into my personal ATO YTD record of pay's then I know the adjustment figure amount, was double. If it's yourself or you have employees you & they need to find the YTD figure in the ATO via MyGov, not sure about your other issues except checking the history STP reports on the APP.
Cheers, Peter 
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Lachlan Clarke

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Hi Guys,

Having the same issue but some date back to 29/08 of last year - we no longer use Reckon for rest of FY as we have moved to an outsourced company - when i look to do a minus transaction i cant seem to do it in Reckon?

Should i just lodge the finalise YTD figures in Reckon STP portal??

SOME HELP PLEASE THIS HAS DRIVEN ME A BIT CRAZYY
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Mike Johnson

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To do a negative amount, type the amount as a positive amount. Then click at the start of the amount and click on the - button. Sometimes you have to double click it.
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Lachlan Clarke

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Hi Mike,

Is this in Reckon ? I can only do that through a new payroll - will finalise year submission give me the same result cos i am pretty sure i will need to do that at EOFY
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Joseph Li

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Hi Lachlan,
Employee can have two ‘tax ready’ income statements.
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Lachlan Clarke

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Hi Joseph, what do you mean? In the Reckon Single Touch payroll portal i can lodge a finalise year (JSON FILE) from the Reckon report - is this what i should be doing?

We have moved over to an outsourced payroll company so they had advised inline with the ATO requirements that we would do our end of year out of Reckon and also through the payroll company to have two lots of YTD figures which would match
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Joseph Li

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Hi Lachlan,
What do you mean by two lots of matching YTD figures?
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Lachlan Clarke

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Sorry mate i mean two YTD Figures that would need to be added together
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Joseph Li

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That’s better. In that case you do have to finalise in Reckon STP App. So employee will have two ‘tax ready’ income statements in myGov, it is ok.
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Lachlan Clarke

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thanks Joseph - so save trying to amend each payroll due to duplications - lodge the YTD figure?
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Joseph Li

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You have said there were no duplications. Reckon STP App up to end Aug 2019, outsourced afterwards.
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Lachlan Clarke

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Hi Joseph,

Don't think so must be another comment - but yes there are duplications.. outsourced in March this year..
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Joseph Li

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Hi Lachlan,
If outsourced payroll covers from 01/07/2019, you should not finalised in Reckon STP App.
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Mike Johnson

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Hi Lachlan. I think you have to follow the process I outlined 7 months ago to remove the duplicate entries in Reckon, so that the Reckon YTD figures are correct up to the time you outsourced.  Good luck. Cheers Mike
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Lachlan Clarke

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Thinks Mike - can you please copy/paste here?
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Lachlan Clarke

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Thanks Mike - i still cant seem to do a negative payroll run in reckon.

I can finalise the year though? Would that resolve the duplication
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Mike Johnson

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I did one consolidated adjustment with megative amounts after the normal payrun. I don't know if you can do an adjustment at this stage so late after you last payrun in Reckon.

I think you have to do the adjustment to get the YTD figures correct to finalise the year. Try doing an adjustment but if you can't ring Reckon.
(Edited)