Create Casual Loading Item

KB ID: HT6500

Question

I want to create a Casual Loading item in Reckon Accounts Desktop - how do I go about this?

Solution

We have created a step-by-step process in creating these new items in Reckon Accounts.

  1. Go to Lists.
  2. Select Payroll Item List.
  3. Create a New under Payroll Item.
  4. Select Addition under Payroll Item Type.
  5. Name it "Casual Loading".
  6. Set it to your Payroll Expense account.
  7. Set the Tax Tracking Type as "Gross Payments".
  8. In "Taxes", select PAYG and State Payroll (if it's applicable).
  9. Under Calculate this item based on Hours select Neither.
  10. Set the Default Rate (first box) to 25%. Make sure to uncheck "This is an annual limit" field.
  11. In "Inclusions", make sure all Super items (except for Salary Sacrifice) is ticked.
  12. Select "Finish".

Once this item has been created, you can add it the Additions box located in the Employee's Payroll and Compensation info tab. As it has a Default Rate, it will not require you to enter in Hours, and it will calculate based on the employee's pay.


Need more help?

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

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

How did we do?

Setting up a non-super Salary Sacrifice item (Novated Lease/ Salary packaging)

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