Finalise Payee(s)

Overview

Finalise Payee(s) allows you to submit a finalisation for a subset of employees belonging to a specific payer and tax year.

You will find this option useful for:

• Employees that leave your organisation part-way through a tax year that wish to complete their tax returns early, e.g., those departing Australia.
• Employees that need corrections made to a previous tax year, e.g., the ability to re-finalise some employees but not all.

  LIMITATION: Without an Employee Query specified, only the first 1000 employees will be displayed in the grid. To see more than 1000 please ensure the Employee Query field is populated with a query that defines exactly who is to be included. Although if more than 1000 are to be displayed some slowness may be experienced.

How to

When you click the Finalise Payee(s) button the New Finalisation Submission form opens.

Aside from the form title, this form has the same Payer, Tax year, and Employee selection features as the New Update Submission form.

If you do not set a Description, PayGlobal will assign a default Description of:

Update_(final)_<Payer’s ABN (ATO Branch Number)_<YTDCode>_<SubmissionDate>

The “Final” column indicates whether PayGlobal can determine if a Finalisation Submission for the Payer, Tax year, Employee combination has already been submitted.

The “Final” column does not display by default. Right-click the column header row to show/hide this column.

Note: The “Final” column is designed to be a STP v4 feature. The column will be hidden if a submission is being made using the STPv3 service.

Select the:

• Payer
• YTD Code - representing the tax year you are reporting.
• Employee Query - only applicable for payers with more than 1000 employees to report

To report every employee from the above selection criteria, click the tick box on the employee grid column header row.

To report a subset of these employees, click the tick box(s) next to the employees employee code.

Then click the Submit button.

You will be prompted to complete the STP Submission Declaration, do this then click the OK button.

The new Finalisation form will close, you'll be returned to the Finalisations tab where you will see the newly created submission enter the sending process.

Topic: 44827