QRG Single Touch Payroll (STP) Lodgements - Update Event

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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.

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Steps

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Create a new Single Touch Payroll Update Event Lodgement

To create a new Single Touch Payroll Update Event Lodgement, follow these steps:

1. Go to the Lodgements AU object and click on the New button (see Figure 1).

2. Choose Single Touch Payroll record type and click Next (see Figure 2).

3. Click the button on the left-hand side of the screen where it says Single Touch Payroll Manager (see Figure 3).

8. 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).
9. To create the Update Event Lodgement, click Create Lodgements on the Select Pay Batches panel (see Figure 5).

10. A confirmation message will appear indicating the Lodgement creation process has started (see Figure 6).

11. A new Update Event Lodgement has been created with a status of NEW (see Figure 7).

12. Click on the blue coloured Validate STP button (see Figure 8).

13. 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.
14. Once done, a confirmation message will appear indicating the Lodgement Validation process has started (see Figure 9).

15. Once completed, the Update Event Lodgement status will change to Validated (see Figure 10).

16. Now click on the Lodge tab and click on the Send to ATO button (see Figure 11).

17. 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).

18. A message will appear saying ‘Lodgement submission process has started. Please wait’ (see Figure 14).

19. 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).

20. 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).

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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:

1. 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):

2. 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.

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Field Descriptions

Branch is the ATO branch number for this lodgement associated to the Payment Entity as required on Single Touch Payroll Lodgements Finalised Date From is the Finalised Date of Pay Batches used during the search criteria start date, for the creation of Single Touch Payroll Lodgements. Finalised Date To is the Finalised Date of Pay Batches used during the search criteria end date, for the creation of Single Touch Payroll Lodgements . Pay Batch is the specific Pay Batch ID used to search for the creation of the Single Touch Payroll Lodgements. Using this filter field for Update Event Lodgements will not provide any results. Payment Date From is the Payment Date of Pay Batches used during the search criteria start date, for the creation of the Single Touch Payroll Lodgements. Payment Date To is the Payment Date of Pay Batches used during the search criteria end date, for the creation of the Single Touch Payroll Lodgements. Payment Entity is the Payment Entity for this Single Touch Payroll Lodgement.

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Further Information