Submitting payment summary annual report to ATO.

Jamie DeMuth
Jamie DeMuth Member Posts: 5
edited August 2019 in Reckon Accounts (Desktop)
I'm trying to submit my payment summary annual report to the ato through the business portal. I've tried exporting the file and saving as an excel spreadsheet, but that file type is not accepted. How do I save as an accepted file type?

Comments

  • Larissa Cliff_8330716
    Larissa Cliff_8330716 Member Posts: 3
    edited July 2016

    Hi Jamie

    The exported EmpDupe file is what you submit to the ATO.  You don't need to save it in any particular way, just as is. 

    Create the file and save it (I just save it to my desktop so I can find it easier).  Then login to the portal and submit via the File Transfer.


  • Jamie DeMuth
    Jamie DeMuth Member Posts: 5
    edited July 2016

    Thanks for such a quick reply!

    When I create the report and click export it gives me three options:

    Export Reckon Accounts report to:

    -a comma separated values (.csv) file

    -a new Excel workbook

    -an existing Excel workbook

    I haven't seen EmpDupe anywhere.    

  • Luke
    Luke Moderator, Reckon Staff Posts: 221 Moderator Moderator
    edited August 2018
    Hi Jamie,

    To create the empdupe file you just need to go to the Employeee menu > Process Payment Summaries > ATO Magnetic Media (Empdupe).

    I hope this helps.

    Luke.
  • Jamie DeMuth
    Jamie DeMuth Member Posts: 5
    edited July 2016

    Thanks so much!

    I can't believe how easy that was...I've been working on this for hours!!!

  • Jamie DeMuth
    Jamie DeMuth Member Posts: 5
    edited July 2016
    Yes! I got the report, fixed the issue (missing an employee's tfn), then lodged successfully. It took me all day this time but in the future it will save me lots of hassle...and paper. Thank you to everyone. You made my day!
  • Scott Hannaford
    Scott Hannaford Member Posts: 1
    edited July 2016
    I can't seem to save the file to my computer?  What am I missing?  It only gives me the option of the Live or Back-up folders but then I don't see them on the list of folders to select the saved file.
  • Reckon FAQs
    Reckon FAQs Reckon Staff Posts: 357 Reckon Staff
    edited May 2017
    Hi Scott,

    Thanks for asking.

    The EmpDupe file will save to your Q drive.  use the Floating Toolbar's download icon to see your drives and the EmpDupe file that is saved there.  Download to your local PC and upload to the ATO Portal.

    btw, do you know you can lodge the Payment Summary Annual Report through SBR from Hosted?  Make sure you have registered your software with your AUSKey and then use the option ATO via Govconnect (SBR)... on the Process Payment Summary option.

    Hope this helps,

    regards,
    John
  • Selena
    Selena Member Posts: 4
    edited January 2017
    Hi John,

    I have lodged the PAYG Summary via the option above ATO via Govconnect back in August but I have a ex-employee advising that he has received advice from his accountant that the redundancy payment amount marked as Label D in his PAYG summary is showing on the ATO's system as Label A (in other words, this is inconsistent with the PAYG summary and will cause issues upon lodgement).
    Can you please advise how I can review the information I have lodged with the ATO? 

    Thanks Selena
  • Alan Macaulay_9117086
    Alan Macaulay_9117086 Member Posts: 1
    edited May 2017
    Hi John,
    Where is this on the new Reckon One portal?

    regards Alan
  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited May 2017
    Hi Alan,

    Welcome to the Reckon Community.

    You can create a Payment Summary Annual Report inside your Reckon One Book.  After you have completed your pays and issued your employees their payment summaries, go to Payroll > Payment Summary Annual Report and generate an EmpDupe - the file will download to your Downloads folder.  Upload this file to the ATO portal.  


    regards,
    John