Prepare an STP Finalisation Event for FY2022/23

Overview

Before you can submit an STP Update finalisation event to the ATO, you will need to record any fringe benefit amounts and finalise the relevant employees.

Recording Fringe Benefits

Reportable fringe benefit amounts (RFBA) need to be entered for each employee who has received a fringe benefit during the financial year. RFBAs are not calculated by the system, so you will need to do this manually.

Once you have calculated the amounts:

1. Go to Payroll > Process Payroll > STP Update.
   
2. In the Fringe Benefits column, click Edit to enter the grossed-up RFBA that an employee has received for the financial year.
   
3. Click Save.
   
4. Repeat for each employee who has received a reportable fringe benefit.
   
5. Once all employees show a status of ‘Ready to Send’, click Export > Export Detailed CSV and check this file to make sure that the data is correct.

Review and Finalise your STP Data

Before you finalise your STP Updates, make sure to regenerate your files to ensure that the most current data is being applied if this hasn't already been done.. 

1. Go to Payroll > Process Payroll > STP Update.
   
2. Report Settings > choose the relevant financial year > select any other filters > Go
   
3. Select all STP messages.
   
4. With selected... > Regenerate > Go.
   

To finalise your STP data:

1. Go to Payroll > Process Payroll > STP Update.
   
2. Select the employees you want to finalise.
   
3. Click With selected… > Mark as Finalised > Go.
   

When the batching progress bar at the top of the report is full, please refresh your screen to view the updated status of your submitted STP events. After finalising, the status of an event will update to ‘Ready to Send (Finalisation)’.

Once an employee is finalised, you won’t be able to process any further pays for that employee within the financial year.

Submit an STP Update to the ATO

STP Update events (finalisation or otherwise) can be submitted to the ATO by following the steps below:

1. Click the checkbox to the left of the Employee column heading to select all events. You can select individual employees if required. You may need to filter the Report Settings > Status criteria to view specific events.
   
2. Click With selected… > Submit to ATO > Go.
   
3. A popup will appear with an ATO declaration. Review the declaration, tick the checkbox and click Proceed.

Check the Submission Status of an STP Message

Once you have submitted, confirm that the status of each STP message updates to ‘Accepted By ATO’. When this is confirmed, there is nothing else you will need to do.

If a status updates to ‘Rejected By ATO’, you will need to check the validation errors and amend these as you would an ordinary STP message.

Adjust Finalised STP Messages

If you’ve submitted a finalised message to the ATO and receive an error, you can adjust what was sent to the ATO by sending through an update.

To do this, you will first need to revert the STP finalisation for the employee:

1. Go to Payroll > Process Payroll > STP Update.
   
2. Select the employee you need to adjust.
   
3. Click With selected… > Revert Finalisation > Go.
   

To amend the gross wages, tax withheld, allowances, deductions, or super amounts:

1. Unlock the Tax Year from Config > Payroll > Tax Years, by deselecting the checkbox for the financial year and clicking Save.
   
2. Create the adjustment to employee’s payroll for the correct financial year.
   
3. Relock the Tax Year. Go to Config > Payroll > Tax Years, tick the checkbox for the financial year and click Save.
   
4. Go to Payroll > Process Payroll > STP Update.
   
5. Select the employees who have an adjustment made, then click With selected…> Regenerate > Go > Proceed.
   
6. Select the employees you would like to finalise, click With selected… > Mark as Finalised > Go.
   
7. Once an employee is finalised again, tick the checkbox to the left of their name then click With selected… > Submit to ATO > Go.
   
8. Review the ATO declaration, tick the checkbox and click Proceed.