Migration Assistant: Prepare Allowance Items

Prepare Allowance Items

The Prepare Allowance Items is the fourth page of the Reckon Accounts STP Phase 2 Migration Assistant. It has three main sections:

1. Instructions
2. Payroll Item List table – filtered list to display addition items
3. Bulk Update section

   

Buttons/Icons/Links

1. Help icon – navigates to STP Phase 2 Migration Assistant
2. ATO Guideline – Allowances link – navigates to Reporting the amounts you have paid | Australian Taxation Office (ato.gov.au)
3. Apply button – used by bulk update for multiple selection
4. Exit button – prompts to save changes then closes the Reckon Accounts STP Phase 2 Migration Assistant window
   1. Yes – save any updates and close the Migration Assistant
   2. No – do not save any updates and close the Migration Assistant
   3. Cancel – the action is cancelled and returns to the Migration Assistant window. Clicking 'X' on the dialogue also cancels the action.

      

1. Back button – return to the previous page: Prepare Gross Wages Items
2. Next button – moves to the next page: Prepare Leave Items

Instructions

General

1. Select a Payroll Item on the table
   1. Select the New Tax Tracking Type on the dropdown
   2. Else, leave the Current Tax Tracking Type if it is still applicable

Bulk Update

1. Place a tick on two or more Payroll Items
2. Click on the dropdown of the Bulk Update section
3. Click Apply

Payroll Item List table

This section allows the selection of one or more payroll item that needs to be updated. By default, it displays the following:

1. Filters the list to display active addition type items only
2. Sorting order is based on Payroll Item List in your Company File
3. Displays 17 records at a time in a vertically scrollable page
4. Current row selected will be highlighted in blue (not applicable for multiple selections)
5. It will have 4 Columns:

Examples of updating Payroll Items

One allowance item

1. Select a Payroll Item (highlighted in blue) i.e. General Allowance
2. Click on the dropdown on the New Tax Tracking Type
3. Select the appropriate Tax Tracking, i.e. Allowance – Other (General)

Multiple allowance item

1. In the Payroll Item list table, select two or more allowance item by placing a tick on their respective checkbox, i.e. any Domestic or International Travel and Accommodation pay items
2. Click on the dropdown of the Bulk Update section
3. Select a Tax Tracking Type, i.e. Allowance – Domestic or Overseas Travel and Accommodation
4. Then, click Apply