Preparing Allowances for Single Touch Payroll Phase 2 - Payroll Web

Allowances

In this section you will need to update each of your Allowance pay items.

The ATO have changed the reporting category’s and where you use the category, Other, a second sub type is required.

Read the ATO guidelines for more information.

Adding the new fields in the STP Phase 2 Ready Checklist

To make the process easier, we display allowances that require action. These allowances will be displayed at the top of the grid and highlighted with the exclamation mark.

What you need to do
  1. Select Allowances from the STP Phase 2 Ready Checklist. The number of allowances requiring action will be displayed in the yellow banner
  2. Select the STP PHASE 2 TYPE drop down and select the relevant allowance type
  3. Where the STP PHASE 2 TYPE is Other, a sub type is required and can be selected under STP PHASE 2 SUB-TYPE
  4. Select Save.
To simplify the process

We have provided the same options to each of the pages, as per the employees page to simplify the process.

  1. Displaying how many allowances need action
  2. A link to the relevant ATO guidelines page
  3. Quick steps on what you need to do
  4. Show all earnings - toggle between displaying all allowances within your book and those that require action
  5. Filter - you can enter an allowance name and search will begin once you enter the first character
  6. Bulk update - you can select the checkbox against the relevant allowance pay items which then enables the Edit Items button. Selecting this opens a draw and allows you to select the option for the selected allowances.
  7. Sort - ability to select the column heading to sort the column. This is only available on read only columns

Adding the new fields in the Pay items

The new STP Phase 2 reporting category's are displayed within the pay items drawer when editing a variable pay item or creating a new variable pay item.

What you need to do
  1. Click Pay items under Settings on the top navigation menu
  2. Select Create pay item and select Earnings
  3. Choose Variable under Earnings type. The new STP Phase 2 earnings type field is available with the two additional reporting categories. Whilst preparing for STP Phase 2, this field is optional however it will need have a selection prior to switching to report via STP Phase 2.
  4. Complete the remaining fields and select Create

Need more help?

Ask the Reckon Community at: https://community.reckon.com/

Or Log a Support Ticket: https://www.reckon.com/au/support/

How did we do?

Preparing Earnings for Single Touch Payroll Phase 2 - Payroll Web

Preparing Leave for Single Touch Payroll Phase 2 - Payroll Web

Related Articles

Preparing Employees for Single Touch Payroll Phase 2 - Payroll Web
Preparing Leave for Single Touch Payroll Phase 2 - Payroll Web
Preparing Earnings for Single Touch Payroll Phase 2 - Payroll Web
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