Reset Year End Finalisation

This screen enables you to reset or undo the Year End Finalisation of Single Touch Payroll (STP) and/or Payment Summaries for the current tax year.

Prerequisites

Rules and Guidelines

  • If there is any issue, unfinalising via this screen by criteria (i.e. specific Payrun Group/ Employee ID) is possible. However, note that this can only be performed before the Close Year End.

    The Reset Year End Finalisation process cannot be run when the Year End Close is being run for the Payrun Group selected.

  • Resetting and resubmitting the Payment Summaries can only be done if the ATO file has not been delivered to the Australian Taxation Office (ATO).

    • If the ATO file has been submitted, an amended Payment Summary/ ATO file is required.
    • As this process is outside the system, there is no way to track which one to do within the system. Kindly note that it is your responsibility to get this right.

  • This screen allows you to specify who to reset based on Criteria or as a list of individual Employees.

  • When you are in a specific Payrun Environment, the Criteria will only be applicable to employee records belonging to that specific Payrun Environment. When you are in the Blank Payrun Environment, the Criteria will be applicable to all employee records belonging to all Payrun Environment.

  • Running the Reset Year End Finalisation process generates a Reset Year End Finalisation Report.

  • Once the Reset Year End Finalisation process is complete for undoing the finalisation of STP and/or Payment Summaries, this will produce the Spoolfile PRP461PRT containing the list of Employee records which have been reset for current Financial Year based on the criteria set on this screen.

    The Spoolfile Output Type - PDF generated for the Reset Year End Finalisation Report consists of two distinct sections:

    • Page 1 - Displays the Criteria selected.

    • Page 2 onwards - Displays the before and after state for the employee records matching the criteria entered.

    This will also generate PRP420PRTand PRP420EXC.

Field Information

This indicates the Financial Year that you are about to reset.

In case this is not showing your desired year range, then the Reset Close Year End step may be required.

Tick this box to reset or undo the Year End Finalisation of Single Touch Payroll (STP) for the current tax year.

Tick this box to reset or undo the Year End Finalisation of Payment Summaries for the current tax year.

Note that Payment Summaries should only be reset if the ATO File has not reached the ATO. Use the Amended Payment Summary if the ATO File has already been uploaded to the ATO.

Ticking the Criteria radio button allows you to specify who to reset based on Company, State, Payrun Group, or Pay Frequency. The finalisation of employees belonging to the set criteria will be reset.

Select the company from the prompt list if required, or leave blank to include all.

Select the state from the prompt list if required, or leave blank to include all.

This indicates the Payrun Group that will be processed. This field defaults to the current Pay Environment.

Select Pay Frequency from the drop-down, if required, or leave blank to include all.

 

Ticking the Employee radio button allows you to identify and reset individual employees based on ID Number.

Enter or select the individual employee number/s if you want to undo the finalisation for specific employee/s at this time.