The Payroll Month End Procedure must be performed after the last payrun has been completed for the month. This procedure is usually performed by the payroll clerk.
This procedure must be completed before payroll payruns can be processed in the new month.
Prerequisites: The following items must be complete or checked prior to performing the Payroll Period Rollover. 1.All payroll payruns for the month must be updated/finalised and single touch payroll submissions sent to the ATO.
Process: 1.Ensure your processing date is set to the last work day of the month. Refer to Main Menu - Changing the Processing Date for more information. 2.Perform any required End of Financial Year processes if rolling over from June to July. Refer to Payroll End of Financial Year Procedure for more information. 3.Open Payroll Period Rollover by navigating to Main Menu > Payroll > End of Period/Year > Payroll Period Rollover. 4.Ensure all items have green ticks. If any items have red crosses, use the instructions on the screen to correct the issue and close and reopen the Payroll Period Rollover screen again. 5.Click Process Period Rollover. |