End of Year - Revision history

Pinvoicer at 00:32, 17 July 2020

2020-07-17T00:32:41Z

Pinvoicer at 05:52, 2 July 2020

2020-07-02T05:52:34Z

Pinvoicer at 04:09, 2 July 2020

2020-07-02T04:09:00Z

Pinvoicer at 04:01, 25 June 2020

2020-06-25T04:01:30Z

Pinvoicer at 03:44, 25 June 2020

2020-06-25T03:44:33Z

Pinvoicer at 03:44, 25 June 2020

2020-06-25T03:44:20Z

Pinvoicer at 03:43, 25 June 2020

2020-06-25T03:43:30Z

Pinvoicer at 03:40, 25 June 2020

2020-06-25T03:40:11Z

Pinvoicer: Created page with "EMPDUPE File Payment Summaries Report *Payment Summaries Sent Report"

2017-12-20T03:50:46Z

Created page with "*EMPDUPE File *Payment Summaries Report *Payment Summaries Sent Report"

New page

*[[EMPDUPE File]]
*[[Payment Summaries Report]]
*[[Payment Summaries Sent Report]]

← Older revision		Revision as of 00:32, 17 July 2020
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		+	'''Issues'''
		+
		+	The amounts an employee sees in MyGOV may differ from that on their YTD section of their last payslip. This may happen is they have non-reportable allowances. This will appear on their payslip as income but would not have been reported to the ATO via STP.

	===For New Zealand===		===For New Zealand===

← Older revision		Revision as of 05:52, 2 July 2020
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−	Before finalising the year within PinvoiceR it is a good idea to reconcile the information with that in your finance system. Use the reports available, e.g. General Ledger Account Balances Report, General Ledger Trial Balance Report and the Payroll ~~reports~~.	+	Before finalising the year within PinvoiceR it is a good idea to reconcile the information with that in your finance system. Use the reports available, e.g. General Ledger Account Balances Report, General Ledger Trial Balance Report and the Payroll Summary Report.

← Older revision	Revision as of 04:09, 2 July 2020
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	+
	+	Make sure you have completed all the processing you intend to do for the current financial year, e.g. made any last-minute adjustments and completed all batches. For AU: note the special STP instructions below.

← Older revision		Revision as of 04:01, 25 June 2020
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−	Individual Payment Summaries can be created for employees via the tab on their employee record, but these are not necessary as the ATO have the information via STP and their latest payslip for the year will have their YTD information.	+	Individual Payment Summaries can be created for employees via the tab on their employee record, but these are not necessary as the ATO have the information via STP and their latest payslip for the year will have their YTD information.
−

	The <kbd>System</kbd> → <kbd>End of Year</kbd> → <kbd>Payment Summaries Report</kbd> will show which employees have had a summary created and will allow a new one in PDF format to be sent to them.		The <kbd>System</kbd> → <kbd>End of Year</kbd> → <kbd>Payment Summaries Report</kbd> will show which employees have had a summary created and will allow a new one in PDF format to be sent to them.

← Older revision		Revision as of 03:44, 25 June 2020
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	Before finalising the year within PinvoiceR it is a good idea to reconcile the information with that in your finance system. Use the reports available, e.g. General Ledger Account Balances Report, General Ledger Trial Balance Report and the Payroll reports.		Before finalising the year within PinvoiceR it is a good idea to reconcile the information with that in your finance system. Use the reports available, e.g. General Ledger Account Balances Report, General Ledger Trial Balance Report and the Payroll reports.
		+

	Close off the final period for the tax year with <kbd>System</kbd> → <kbd>End of Month</kbd> → <kbd>1. Lock Periods</kbd>.		Close off the final period for the tax year with <kbd>System</kbd> → <kbd>End of Month</kbd> → <kbd>1. Lock Periods</kbd>.

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 With STP it is not necessary to provide End of Year-specific employee information to the ATO. However, if your company is exempt from STP then you can generate a PAYG Payment Summary Report via an EMPDUPE file (<kbd>System</kbd> → <kbd>End of Year</kbd> → <kbd>EMPDUPE</kbd>). You must create a separate file for each Entity.
 Individual Payment Summaries can be created for employees via the tab on their employee record, but these are not necessary as the ATO have the information via STP and their latest payslip for the year will have their YTD information.
 The <kbd>System</kbd> → <kbd>End of Year</kbd> → <kbd>Payment Summaries Report</kbd> will show which employees have had a summary created and will allow a new one in PDF format to be sent to them.
 When sending off the final STP information it is necessary to indicate that this is the final information for the year for the employees. To do this use <kbd>Payroll</kbd> → <kbd>STP</kbd> → <kbd>Finalise YTD</kbd>.
 ===For New Zealand===
 With Payday filing it is not necessary to provide End of Year-specific employee information to the IRD.
 Individual Payment Summaries can be created for employees via the tab on their employee record, but these are not necessary as the IRD have the information via Payday filing and the latest payslip for the year will have their YTD information.
 The last Payday filing report sent to IRD will have all the YTD information necessary. Nothing further is required.

@@ Line 1: / Line 1: @@
-==End of Year==
 Before finalising the year within PinvoiceR it is a good idea to reconcile the information with that in your finance system. Use the reports available, e.g. General Ledger Account Balances Report, General Ledger Trial Balance Report and the Payroll reports.
-Close off the final period for the tax year with System → End of Month → 1. Lock Periods.
+Close off the final period for the tax year with <kbd>System</kbd> → <kbd>End of Month</kbd> → <kbd>1. Lock Periods</kbd>.
 ===For Australia===
-With STP it is not necessary to provide End of Year-specific employee information to the ATO. However, if your company is exempt from STP then you can generate a PAYG Payment Summary Report via an EMPDUPE file (System → End of Year → EMPDUPE). You must create a separate file for each Entity.
+With STP it is not necessary to provide End of Year-specific employee information to the ATO. However, if your company is exempt from STP then you can generate a PAYG Payment Summary Report via an EMPDUPE file (<kbd>System</kbd> → <kbd>End of Year</kbd> → <kbd>EMPDUPE</kbd>). You must create a separate file for each Entity.
 Individual Payment Summaries can be created for employees via the tab on their employee record, but these are not necessary as the ATO have the information via STP and their latest payslip for the year will have their YTD information.
-The System → End of Year → Payment Summaries Report will show which employees have had a summary created and will allow a new one in PDF format to be sent to them.
+The <kbd>System</kbd> → <kbd>End of Year</kbd> → <kbd>Payment Summaries Report</kbd> will show which employees have had a summary created and will allow a new one in PDF format to be sent to them.
-When sending off the final STP information it is necessary to indicate that this is the final information for the year for the employees. To do this use Payroll → STP → Finalise YTD.
+When sending off the final STP information it is necessary to indicate that this is the final information for the year for the employees. To do this use <kbd>Payroll</kbd> → <kbd>STP</kbd> → <kbd>Finalise YTD</kbd>.

End of Year - Revision history

Pinvoicer at 00:32, 17 July 2020

Pinvoicer at 05:52, 2 July 2020

Pinvoicer at 04:09, 2 July 2020

Pinvoicer at 04:01, 25 June 2020

Pinvoicer at 03:44, 25 June 2020

Pinvoicer at 03:44, 25 June 2020

Pinvoicer at 03:43, 25 June 2020

Pinvoicer at 03:40, 25 June 2020

Pinvoicer: Created page with "*EMPDUPE File *Payment Summaries Report *Payment Summaries Sent Report"

Pinvoicer: Created page with "EMPDUPE File Payment Summaries Report *Payment Summaries Sent Report"