Summary

This window enables you to quickly see where an employer is at with completing their end-of-financial year STP reporting obligations for current and past financial years.

Note: If you want to finalise all payers showing a "New Finalisation" action required, it is quickest to do this via the Finalisations tab using the Finalise Payer(s) button.

Tax years & Payers

The Payer EOFY Summary tab groups information by Tax year (ascending) and Payer.

The Tax years can be expanded or collapsed as required. By default the current tax year is expanded and past tax years are collapsed.

Actions Required

"New Finalisation" button

The "New Finalisation" button is displayed for employers that have processed all pays from all pay period calendars in a given year. This includes employers that complete a manual pay after a finalisation event has already been submitted.

"Resend Latest" button

The "Resend Latest" button is displayed for employers that have had a Finalisation Event fail.

Final

The “Final” column is designed to be a STP v4 feature. The column will be blank for Finalisations made using the STPv3 service.

The "Final" column displays the follow:

• <blank> – for payers yet to send any finalisations for a give tax year.
• “All final” – for payers where the last submission for each employee of the given tax year was a finalisation.
• “X / Y” – for Payers that used the Finalise Payee(s) feature on the Finalisations tab. X representing the number of employees that have been finalised and Y representing the total number of employees paid by the payer in the given tax year.