Checking STP totals before moving to STP Phase 2

1. Sign into your MYOB business at app.myob.com

2. Go to the Payroll menu and choose Single Touch Payroll reporting.

3. Click the the EOFY Finalisation tab.

4. Choose the Payroll year. The Gross Payments (YTD) and PAYG withholding (YTD) values are the total amounts sent to the ATO for all your employees.

5. Click View YTD verification report (PDF).

   

   
   The report displays as a PDF. Take note of the total salary and wages YTD amount. Here's an example:

   

What am I looking at?

• This report shows the total of all ATO reporting category amounts sent to the ATO for all employees.

• The Reconciliation to Payroll section is not sent to the ATO. It shows total gross wages which you'll also see in the Payroll Summary report in MYOB. This amount will differ from the total gross wages reported to the ATO, as it doesn’t include Allowances, CDEP, Foreign Income, ETP components (not ETP Tax), Lump Sum values or any additional reimbursable/employee expenses.

• The ATO Reporting Category section lists the things that have been submitted to the ATO.

• The Total STP gross wages (in the ATO Reporting Category section) doesn't include allowances. This amount should be the same as what's shown in your Payroll Summary report in MYOB, minus any allowances or the other pay components which are listed in the Reconciliation to Payroll section.

• An employee's reportable fringe benefit amounts are reported to the ATO when you finalise, so these won't display on the YTD verification report until after you've completed the finalisation.

1. If you're not already, sign into your MYOB business at app.myob.com

2. Go to the Reporting menu and choose Reports.

3. Click the Payroll tab.

4. Click the Payroll summary report.

5. Set the report filters to cover the entire payroll year (1 July to 30 June).

   

6. Check the YTD total for Salary and wages. Here's our example:

   

   
   

After you've run the above reports, compare the YTD total wage amounts on both. If they match (like in our example), everything is fine.

If the reports don't match

Here are some things to check.

Check your ATO reporting categories

Make sure you've assigned an ATO reporting category to each of your pay items.

1. If you're not already, sign into your MYOB business at app.myob.com

2. Go to the Payroll menu and choose Pay items.

3. On the Wages and salary tab, look for any pay items which are To be assigned. Here's an example:

   

4. If any pay items are To be assigned:

   1. Click the pay item name to open it.

   2. Assign the applicable ATO reporting category. For help choosing the right one, see Assign ATO reporting categories for Single Touch Payroll reporting or speak to your accounting advisor.

   3. Click Save.

Once all pay items are assigned an ATO reporting category, run the YTD verification and Payroll summary reports again (as we did above) to ensure they match. If they do, everything is fine. Otherwise, continue below to check the reported wage values for individual employees. This will help you narrow down your out of balance.

Check reported wage values for individual employees

There are two reports you can use to check the amounts paid to individual employees for the payroll year.

• In MYOB, run the Payroll register report (Reporting menu > Reports > Payroll tab > Payroll register > click the dropdown arrow  for each employee).

• In the Single Touch Payroll reporting centre, click the ellipsis  button for an employee and choose View summary report (PDF). This report shows a summary of all ATO reporting category amounts sent to the ATO for an employee (gross payments, PAYG withholding, allowances, etc.).

 Here's what these reports show:

Send an update event

An update event is where you send your employees' latest year to date payroll totals to the ATO. This ensures your payroll totals in MYOB sync with the figures held by the ATO.

You can send an update event for an employee by recording a $0 pay. This type of pay is also called a void pay and it's like any other pay, but all hours and amounts will be zero.

When you record a $0 pay, the employee's latest year to date payroll totals will be sent to the ATO.

1. Start a new pay run (Create menu > Pay run).

2. Set the Pay cycle to Unscheduled.

3. Ensure the Date of payment is in the payroll year you're sending the update event for.

4. Select only the employees you want to send an update event for.

5. Because you set the pay cycle to Unscheduled, you'll notice all hours and amounts are removed from each employee's pay (which is just what we want). Here's an example.

   

6. Complete the pay run as you normally do and declare it to the ATO.

Once the pay run has been accepted by the ATO, run the above reports again to confirm the totals match.