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If you're a new user just starting up with Easy Payslip, before you start generating your regular employee payslips, you will most likely need to enter year-to-date payroll information that covers the 1st of July 2022 up to the current date. This is so that:
- Year-to-date values are reported correctly on new employee payslips
You can submit Your Single touch payroll (STP) file to the ATO to cover the period from the 1st of July to the present date. This is to ensure the ATO records are updated with current amounts for each of your employees.
In Easy Payslip, you do this by creating a single payslip that covers the entire period from 1 July to the present. To do this, you will need to know each employee:
- the total gross wages paid from the 1st of July 2022 to now
- the total PAYG Withholding tax withheld from the 1st of July 2022 to now
- the total superannuation due from the 1st of July 2022 to now
- if you have any taxable allowances or salary sacrifice since the 1st of July 2022, please get in touch with us, and we'll tell you how to do this.
Before creating these single YTD payslips, take a moment to check that you've completed the Easy Payslip account setup steps:
1. Business/Employer data (ABN etc.):
If you haven't yet completed your employer/business data, then you will need to do this first by heading to the org details screen & update all mandatory fields.
2. Add/Edit Employee data:
If you haven't added your employees yet, you will need to do this by heading to the employee screen & then using the plus sign to add a new employee.
3. Ensure Two Factor Authentication is turned on:
This is an ATO requirement for Single Touch Payroll. You can download an app such as google authenticator on iPhone & android or a web-based chrome extension such as this. You can also get the code via email or text instead.
You only need to set it up on one device (such as your smartphone) and then use the code generated when accessing your easy Payslip account from any device.
Step-by-step instructions for this can be found here.
You're now ready to create a single payslip for Year to Date values and send STP files:
1) Go to Payroll Home
2) Press '+ Create Payrun'
Note: The YTD Pay Period date range should cover the period from the start of the financial year until the present: Enter 01/07/2022 for 'Start Date', and the day before the start of the next pay period for the 'End Date'. Enter the same 'End date' for the 'Payment Date', select 'Payment Type', and then select all your 'Employees'.
3) Enter the 'Gross amount' in 'Base Hourly Rate' and '1' in the Hours field
4) Press the 'Edit' option next to 'Taxes' & 'Super Guarantee' to display the fields
Enter YTD PAYG Withholding tax and YTD Superannuation in each manual overwrite field & then press 'Save' once these figures have been entered
5) Press 'Save & Send' once all YTD figures have been confirmed
Note: This will bring up a confirmation screen where you can view the payslip in PDF format & download the PDF as well.
6) Press 'Next', which will bring up the next Employee's Payslip data entry screen & enter the 'Gross amount' in 'Base Hourly Rate' and '1' in the Hours field
7) Press the 'Edit' option next to 'Taxes' & 'Super Guarantee' to display the fields
Enter YTD PAYG Withholding tax and YTD Superannuation in each manual overwrite field & then press 'Save' once these figures have been entered
8) Press 'Save & Send' once all YTD figures have been confirmed
Note: You are now ready to lodge your STP file to the ATO.
9) Press the 'View Summary & STP' button, which will bring up the next screen below to review the figures
10) Press 'Lodge STP File', which will bring you to the declaration screen to sign your name & then press the 'Lodge Single Touch Payroll' button
Note: Once the STP file has been successfully submitted, a 'clock' icon will display next to the employees' name, which means the STP files are in 'Pending Status'. You can also select the downward arrow to the right of the employee line to view more information on the STP lodgement, like the time & date.
Note: The file details will either have the clock icon for pending ATO response or a tick icon to show that it is now completed & the ATO has acknowledged the STP has been successfully received and accepted.
