Preparing your Company File - Reckon Accounts Payroll

Payday filing will extract information from certain fields in Company Information and Employee information. If these mandatory fields are blank, the exported Payday filing file will not be accepted by Inland Revenue (IR).

Step 1: Enable Reckon Accounts Payroll Features

 

First of all, ensure Reckon Accounts Payroll Features is turned on. Go to:

  • Edit > Preferences > Payroll & Employees
  • Company Preferences > click on Full payroll radio button > OK.

Step 2: Check and Complete required Company Information fields.

Go to Company > Company Information and check and confirm correct details for:

  • Employer IRD number (Tax Rego ID)
  • Email (used for Payroll Officer's email address)
  • Legal Name
  • Legal Address (include City and Post Code)
  • Payroll Tax Form:
    • Contact
    • Phone #

Step 3: Required fields under Employee Info:

Go to Employee Centre > right click employee > Edit Employee and check and confirm the fields:

  • Personal Info
    • Last Name and First Name
    • Date of Birth
  • Change tabs: > Payroll Compensation Info
    • Employee Tax Code (from Taxes...)
    • IRD number (from Taxes...)
    • Pay Frequency
    • Earnings 
    • Additions, Deductions and Company Contributions (if any)
    • KiwiSaver details (from Super Details...)
  • Change tabs: > Employment Info
    • Hire Date
    • Release Date (if terminated)



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?

Employment Information (EI)

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Reckon Accounts Desktop: Changing your Company File password
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