User Interface

The following table illustrates the key differences between the two reporting variations of Submit and Update:

The page is split into 3 main groups:

• Primary Info: displays the criteria for the data collated in the tabs (branch, tax period, transaction date), and summary information for the data collated.
• Declaration: displays the acceptance declaration required for every STP submission.
• Tabs: Overview , the other tabs provide granular information for review.

The overview tab provides 

• highlights validation errors against the employee
• allows employees to be selected for update (update only)
• allows an employee to be marked as finalised and highlights the date when most recently finalised

In addition to the overview tab additional detail tabs that display more granular information:

• INB (Individual Non Business Summary)

• WHM (Working Holiday Maker Summary)

• ETP (Employee Termination Payment)

• Super

• Allowances

• Deductions

• FBT (Fringe Benefit Tax)

• Lump Sum

For more details on how this data is collated and grouped see the Data Collation section.

Update Pay Event: Finalise

The introduction of STP has significantly simplified the end of year process. Once you have completed your payroll activities for the tax year (and entered FBT information XXXXX fill in link), you then need to send an update event for all employees with the "Finalise Tax Year" checked. 

To simplify this we have added a new button "Finalise All For Tax Period", which when clicked ask for confirmation and then automatically select all employees, and check the "Finalise Tax Year" column. 

^{In this screen shot the first employee has already been finalised as a date is shown in the final sent column.}

^{when Finalise All For Tax Period is clicked the following confirmation is displayed.}

For more information on finalising the tax year, see our guide. XXXXXXXX replace ME XXXXXXX

Data Collation

The data presented 

the data reporting comes from 4 different sources within NetSuite:

• employee record (for the personal information)
• summarise of information in payslip detail records
• fbt records
• tfn declaration (if submit)

Employee Reporting

An employee is included for reporting if they meet one of the following criteria:

• they have a payslip detail record for the specified branch, in the current tax year on or before the transaction date
• they have an FBT summary record for the specified branch, and tax year
  
  

Pay Data Summarising

The STP reporting format requires the pay data to be summarised into groups, the first groups correspond to payment summary types and are determined as follows:

_{ETP Note: An employee can have multiple ETP termination payment summaries they are grouped by pay date and ETP code. Any adjustment to an ETP needs to have the same code and payment date.}

FBT

Fringe Benefit Tax information is sourced from the Employee FBT Summary record directly mapping the field

only displayed if the taxable amount exceeds the FBT threshold (currently $3,773.00 in 18/19)

Summary Information

We now display additional year to date summary information with both Update and Submit Events. 

• Submit  information is based on only the employees included on the pay run you are reporting.
• Update  information is based on all employees listed in the overview (irrespective of whether they are checked for update)

Frequently Asked Questions

Can I export this data to excel ?
Yes click the 'Export To Excel' button at the top of the page.