Purpose
The purpose of this quick reference guide is to step through the process of creating and sending STP Update Event Lodgements. The intended audience for this document are standard users.Steps
Create a new Single Touch Payroll Update Event Lodgement
To create a new Single Touch Payroll Update Event Lodgement, follow these steps:- Go to the Lodgements AU object and click on the New button (see Figure 1).
- Choose Single Touch Payroll record type and click Next (see Figure 2).
- Click the button on the left-hand side of the screen where it says Single Touch Payroll Manager (see Figure 3).
- Click the Update Event filter to create lodgements for End of Year processing or to report corrected data for previous Pay Event Lodgements (see Figure 4).
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Populate the Filter Panel with the following fields: (See Figure 4)
- Payment Entity
- Select All Branches or choose from the Available branches
- Payment Date From and Payment Date To
- If you need to amend the filters or start again at any time, click Reset all FIlters.
- Once ready, click on the Refresh Pay Batches button and a new panel called Select Pay Batches will appear
- Populate the Mark all payees as final? picklist with value Yes if this lodgement is part of the end of the financial year processing. This will then display extra Notification Options allowing users to select if the Payees should receive an automatic email confirming their final lodgement has been successfully submitted with the ATO (see Figure 5).
- To create the Update Event Lodgement, click Create Lodgements on the Select Pay Batches panel (see Figure 5).
- A confirmation message will appear indicating the Lodgement creation process has started (see Figure 6).
- A new Update Event Lodgement has been created with a status of NEW (see Figure 7).
- Click on the blue coloured Validate STP button (see Figure 8).
- If the validation fails, the status will change to Validate Failed. Click on Lodgement Errors to see details of the error. Any Lodgement Errors identified in the Single Touch Payroll Lodgement need to be investigated and resolved before the lodgement can be revalidated and sent to the ATO.
- Once done, a confirmation message will appear indicating the Lodgement Validation process has started (see Figure 9).
- Once completed, the Update Event Lodgement status will change to Validated (see Figure 10).
- Now click on the Lodge tab and click on the Send to ATO button (see Figure 11).
If you see an error message saying ‘You are not authorised to send Single Touch Payroll
Lodgements on behalf of this Payment Entity’ (see Figure 12), you will need to create a
new Authorised Contact for your User Record and this Payment Entity to resolve this
error. To learn more about Authorised Contacts, please refer to the QRG Authorised
Contacts.
- If no error is encountered, you will be presented with an STP Lodgement Declaration. Tick the declaration message after reading the details and click Lodge Update Event (see Figure 13).
- A message will appear saying ‘Lodgement submission process has started. Please wait’ (see Figure 14).
- Once completed, the status of the Single Touch Payroll Lodgement will change to Confirmed when the Lodgement has been successfully received by the ATO (see Figure 15).
- To receive a response or feedback related to the Lodgement record, click on Get Response button. Once the ATO successfully processes the data, the status of the Lodgement record is changed to Completed and all the options under the Review icon and the Validate icon are disabled (see Figure 16).
Update a Final Single Touch Payroll Update Event Lodgement
If you need to make a correction, you’ll be required to make the adjustments within an Adjustment Pay Batch created using the Adjustment button in the Pay Batch Manager filter criteria. Adjustment Pay Batches enable the Payment Date field in Pay Batch Manager to change to a date from a prior financial year. For more details on this, please refer to the Pay Batch Manager QRG or contact your support team. Upon completing the corrections within Pay Batch Manager and proceeding to the Payment File Released stage, you will need to re-create and lodge a replacement Single Touch Payroll Update Event Lodgement following these steps:- Create a new Update Event Lodgement following the exact steps and filter criteria used in your original Update Event Lodgement, however this time ensure that Mark all payees as final? Is set to ‘No’ (see Figure 17):
- Once the status has been changed to Completed, you must once again re-create and lodge another Single Touch Payroll Update Event with the Mark all payees as final? set to ‘Yes’, as per Step 8 on page 3 of this document. This will lodge the Single Touch Payroll Update Event as a Final Lodgement.