Error Analysis: Duplicated YTD earnings reported to ATO via STP

Preface

When migrating to HeroPay and enabling Single Touch Payroll (STP) for the first time, you have two options:

  1. To use the new Business Management Software ID (BMS ID) provided by HeroPay.
  2. Keep using the BMS ID from your existing payroll platform.

Error Analysis

If you have enabled STP in your previous platform and imported the earning balances to HeroPay, but did not migrate/move the BMS ID from the previous platform to HeroPay, this will cause a duplicate Year-to-Date (YTD) record being sent to the Australia Tax Office (ATO).

Solution One: Previous Payroll Platform

Clear the YTD earnings in your previous payroll platform and lodge an Update Event.

Helpful Tip: This will clear the YTD earnings in the ATO portal linked to your previous payroll platform.
Important:  Leave balances do not need changing in your previous platform to resolve this error.

Solution Two: Amend opening balances in HeroPay

Change the opening balance in HeroPay to show a zero value.

Important: This does not require you to change leave balances in HeroPay.
Warning: This action will change the YTD figures within your employees’ payslips. Employees may have a lower YTD figure than their previous payslips.

Download Current Opening Balances

  1. Click on the Business menu.
  2. Click on the Payroll Settings submenu.
  3. Click on the Data Extract button.
  4. Select the following options for the Data Type field:
    • Opening balances.
    • Template with employee data (including terminated employees).
    Pay_1.jpg

  5. Click the Download button.
  6. Open Excel file and change all earnings amounts to zero, except for Leave Balances and save the changes to the file.

Import Amended File

  1. Click on the Business menu.
  2. Click on the Payroll Settings submenu.
  3. Click the Opening Balances button.
  4. Click the Import button.
    Pay_4.jpg

  5. Click the Select File button and select the file you wish to upload.
  6. Click the Confirm Upload button.
    Pay_3.jpg

  7. Create and lodge an update event. The new lodgement will clear the duplicated YTD earnings report to the ATO via STP.
Helpful Tip: If you are unsure how to create and lodge an update event, please refer to this article Lodging an Update Event on HeroPay.
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