FAQs for EOFY process for Payroll Premier

Legacy KB ID: 5674

Question

General FAQs for end of financial year processes for payroll Premier.

Answer

Q1. Where is the download / IKC when will it be released?  Or New Version of Payroll Premier is just released, where can I get the setup/installation file?

Your setup files for Payroll Premier is available via download from the member's area. Login to members sites from https://members.reckon.com/Login.aspx and login with your Customer ID and PIN. If you have forgotten the PIN you can retrieve it using your customer ID and registered email address, from the same page.Once logged in to the members, follow the prompt to download the setup file. Take Note of your Installation Key Code too which you will need to install the software and user guide.


Q2. I have downloaded the setup file but I cannot find it to install.

After the file is downloaded and saved to your PC, unless you have stated otherwise, it should by default go to the Downloads folder. Go to start menu -> Documents library and Look for Downloads.Alternatively, you can also browse to it as C:\users\’Your Username’\Downloads.You can also search for the setup file usually called as ‘Payroll_Premier_2017-18.exe’(Note to replace the year with the corresponding year you are downloading for)


Q3. Do I uninstall the previous version before or after installing?

You are recommended not to uninstall the previous version before installing the latest version. You need the existing version on your PC so that the new version can recognise your existing data file for upgrade wizard. You can uninstall the old version after your new version is ready and set with the upgraded data files.


Q4. I have successfully installed the latest version, now it is asking for the registration. How can I register the software?

You can DIY the registration by going to https://registration.reckon.com/ . It is easy and fast to register it yourself, please see this article should you need more help on registration. Alternatively, we are also happy to talk to you, should you choose to give us a call.


Q5. One or more employees are missing from the payment summary, Why?

Most common reason for this is if there is no tax on any of the pays for that employee. Payroll premier will not generate the payment summaries if there is no tax, in any of the pays for that employee. See this article on how to fix the issue. Also, check the ‘Taxation’ setting for the employee and make sure ‘Exclude from Payment summary’ is not ticked.


Q6. What are the reports that I need to submit to ATO?

You should consult with ATO or accountant on your specific requirements. However generally from Payroll Premier, you will submit the EMPDUPE file to ATO. Please note Payroll Premier does not have the ability to submit the EMPDUPE file directly to ATO. You will lodge the EMPDUPE file to ATO via ATO’s online Portal. To create the EMPDUPE file, go to Activities menu -> Export -> Create EMPDUPE files for ATO. You will also generate the Payment summaries and provide them to your employees.(This will be changed FY 18/19 onwards, due to release of STP)


Q7. I’m using Multi-user version of Payroll Premier. My data files are on the network. Is there anything I should do before upgrading to the new version?

Yes, if your data files are on the network you will need to bring the file back to local disk C:\QPRollV2*\Data before upgrading to the new version. This will ensure the smooth upgrade of all the data files along with the reports or memorized reports you may have via the upgrade wizard built-in within the Payroll premier.See below KBs for more details if you are using single user and have kept a file on the network.


Q8. I Have not upgraded my Payroll Premier software for a while, I’m using few years outdated version than the current one. Can I directly upgrade to the latest version?

Yes, you can upgrade to the latest version, however, the upgrade path is not straight. You will have to upgrade via each intermediary release in between to be able to get to the latest one. As the Payroll Premier cannot jump the versions to be able to upgrade to the latest version. You will need to install all the in-between releases and upgrade the file through each of them.

Don’t worry you don’t have to purchase all those intermediary licenses. You can simply download the trial versions for those from here and install those trial and upgrade through it.



Q9. Reconciliation report is not matching with Payment summary. Why?

By Default, Payment summaries are printed based on Date Paid, however, the all other reports like Reconciliation report or EMPDUPE are printed by default on the Pay Ending Date preference. See this article for more information.

As a result, if any pays (most likely the first or the last pay), for the year you are doing these reports, runs through two different financial years, then the reports are likely not to match.

For EG. If the Pay end date is 1st July 2017 but the date paid is 30th June 2017, then this pay is included in the payment summary for FY2016/17. However, this pay is not included in the reconciliation report or EMPDUPE, because, those reports are printed based on pay ending date, which is 1st of July 2017, which is well different FY, i.e. FY2017/18.

Therefore, the Reconciliation report or (EMPDUPE)and Payment summary do not match. Please see this article and this article on how to fix this issue.


Q10. How to prepare Amended Payment summary?

Often you are required to generate the Amended payment summary and EMPDUPE file. Please see this article for detailed information on how to do this.


Q11. How to Upgrade the file to the new version? I have Some Memorised reports; how do you suggest I should upgrade them to the new version?

The best approach advised for the file upgrade on Payroll premier is via Upgrade wizard provided. The wizard will step you through the files and any memorized reports selection window that you wish to upgrade.


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