Summary

The Updates tabs enables you to:

• Create new Update Events.
• View all existing Update Events and track the their progress

The ATO expect an Update Event to be submitted for following scenarios:

1. Transferring Payee YTD amounts from previous BMS IDs and or previous payroll IDs to those currently held within your PayGlobal database.
2. Making YTD corrections for the current financial years data for employee(s) that will not be included in the next pay run.
3. Making YTD corrections for previous financial years data.

   Note: Whilst you must keep records for seven years, the ATO only allow corrections to be made to the past 4 years data.

   Important: Reporting corrections to your W1 (Payer gross) and W2 (Payer Tax) can only be done by contacting the ATO directly. Update Events do not include W1 and W2 values.

Security

The Updates tab respects

Columns on grid

The following columns can be shown on the Updates tab. To show/hide a column, right-click the column header and tick the options you want to see.

• Description

  Displays the description applied when the update event was created.

• Submission Type

  PayUpdate - means the update event was created via the "Update (Pay filter)" button.

  Update - means the update event was created via the "Update Payee(s)" button.

• Status

  Displays the last known status of the submission. To update the status you must click the Refresh button at the bottom of the form.

• ABN

  Displays the Australian Business Number of the payer that was reported in the updated event.

• Branch

  Displays the ATO Branch Number (if applicable) of the payer that was reported in the updated event.

• Companies

  Lists all the Internal Company codes linked to this Payer.

• YTDCode

  Displays the Period YTD code (aka Tax year) the update event relates to.

• Created At

  Displays the date and time the update event was created. This will be in UTC time not local time.

   

Buttons

There are several buttons on the Updates tab. Some are displayed as icons and others with text. They each do the following:

• View submission (magnify glass icon)

  When you click this button the Submission Details form will open.

• Messages

  The Messages button will only display if the Status is "Error". When you click the Message button the Submission Messages form will open.

• Show submissions created since

  The default is to show 12 months worth of update events. To change this, click the date and make an alternative selection.

• Update (Pay filter)

  Use this button to create an update event for employees included in a specific pay only.

  Note: From v4.71 onwards, PayGlobal does not create PayEvents for manual pays relating to prior tax years. If you have STP setup to do auto submissions, PayGlobal will create and send an update event instead. But if you manually send your submissions, you will need to use this option to inform the ATO of your corrections. Also, note that sending an update event for any employee that had previously been reported as finalised will now mark them as 'not tax ready' and would be required to be re-finalised.

• Update Payee(s)

  Use this button to create an update event for any of the following combinations:

  1. All employees paid by a given payer for a selected tax year.

  2. Some employees paid by a given payer for a selected tax year.

• Refresh

  The Refresh button will seek status updates on submissions with a status that is not 'successfully' or 'error'. It will also add any new submissions that have been created by other users in your organisation.

• Close

  The Close button shuts down your STP Manager Tool session and returns you to the main PayGlobal window.

How to create an Update Event

1. Open the STP Manager Tool
2. Go to the Updates tab
3. Click the either the Update (Pay filtered) or Update Payee(s) button

   The New Update Submission form opens.

4. Complete selection criteria.
5. Preview if you want to.
6. Complete the STP Declaration form. The form will close and you will be returned to the Updates tab where you will be able to see the newly sent submission record in the Update submissions grid.