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Payroll Premier 2014/15 User Guide

1. Chapter 6 Working with reports in Payroll Premier Page 219 Payroll Premier displays a group of red dots around the object 2 Place the mouse pointer anywhere in the object Click and hold the left mouse button down 3 Move the mouse and the object moves in the same direction as the mouse pointer 4 Release the mouse button The field moves to the mouse pointer s final location Deleting an item You can delete any items columns data and text fields boxes lines or graphics from a report To delete an item 1 Select the item Payroll Premier displays a group of red dots around an item that you select If you select a column the selected column will be highlighted in blue 2 Click the Delete icon on the toolbar or choose Activities menu gt Delete Item 3 Click Yes to delete the field when Payroll Premier displays the warning window Printing and exporting reports You can print a report to your printer or export it to a file for use in a word processor spreadsheet or accounting Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 220 program Printing reports 1 Choose a report from the Reports List or from a Payroll Premier navigator Report Writer displays the report 2 Click the Print icon Alternativel
2. Choose Time in Lieu from the drop down in the Pay Rate column Select the corresponding Hrs Qty column and enter the number of extra hours the employee has worked Note that the amount column for this pay rate is 0 00 This means Payroll Premier can track the hours worked but not calculate an amount owing for these hours Optional Choose a Customer Job or Class against this pay rate if applicable Click OK Time in lieu details will be recorded for this employee as part of the next pay run The hours that you enter for time in lieu will also show up in the Time In Lieu report Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 120 Checking the number of time in lieu hours owed to an employee Before allowing an employee to claim their time in lieu you may wish to see how many hours are owing You can get this information by generating a Time In Lieu report 1 Choose Reports menu gt Time In Lieu gt Time In Lieu Payroll Premier will display the Time In Lieu report 2 Adjust the period if necessary Payroll Premier will show time in lieu details as processed through a pay run Recording time in lieu and employee claims Once the employee takes the time owed to them you need to record this as negative hours for the releva
3. Make any adjustments necessary using the drop down options at the top of the report Click Print to display the Select Records window Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 76 5 Choose the page and number of copies to print then click Print Reporting contributions to your superannuation funds Payroll Premier provides you with two ways to report superannuation contributions e The Superannuation Report This lists contributions by employee or by fund and shows the amounts payable and what accounts they should be paid to Terminating an employee When an employee leaves the Termination Wizard makes it easy to calculate the termination pay It will automatically calculate any leave owing and the tax due on any Employment Termination Payments ETP Press F1 at any time during the Termination Wizard for in product Help on that window To use the Termination Wizard 1 Open the Terminate Wizard and select the employee you wish to terminate in any one of the following three ways From the Process Pays Navigator click Terminate an Employee Payroll Premier displays the Terminate Wizard Select the name of the employee you wish to terminate from the Name drop down list Chapter 3 Setting up and updating your compan
4. Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 200 e Editing a report e Setting report properties e Filtering a report Sorting a report e Changing font properties e Reorganising a report But first let s take a look at the starting point for modifying a report the Edit Report window Edit Report window the starting point for modifying a report To customise any report other than sorting you must be in an open report with edit mode activated Activating edit mode enables the Filter Add Delete and Font icons You can activate edit mode by clicking the Edit Reports icon Chapter 6 Working with reports in Payroll Premier Page 201 The Report Writer Toolbar The Report Writer has a toolbar that provides you with access to various functions most of which you can also access from the Report Writer menu wi i K aB C u report you selected Properties Sort Edit Report Filter Add Delete Font Previous Next Zoom Print from the Report List Dates From E To EJ Employees fal x ou can edit the rep The Edit Report window displays the Help Save Close Most Report Writer functions are disabled until you click the Edit Reports icon Menu item What it does Properties Clicking Properties opens the
5. cowl list M Pay Slips z IV Pay List Last Pay Y Click the check boxes Iv Payroll Tax Last Month hd for the reports you V Banking Last Pay z wish to print V PAYG Last Pay x V Super Last Month x Print Reports Close After the reports are printed the Employees List is displayed and shows the pay date in the Last Paid column To review individual pays select the employee right click and choose Show Employee Pays Once you ve processed your payroll you can make payroll disbursements Chapter 4 Preparing and processing your payroll Page 131 Emailing pay slips and payment summaries You can use the email feature to email pay slips and payment summaries to your employees To prepare for emailing pay slips and payment summaries you will need to e Setup a default email message in your Email preferences e Select a Pay Slips Payment Summaries email option in the Employee Record for each employee whose pay slips and pay summaries you want to send by email e Generate the emails using the Report Writer These steps are described in detail below Preferences Email In this step you will compose a default email message to be sent to your employees along with their pay slips and payment summaries To set up your default email message e Choose Preferences menu gt Email The Email Preferences window opens This is where you specify the default email content to be sent with pay slips and payment summar
6. 1 Shut down any programs that are running including virus protection programs Some virus protection programs can interfere with installation It is also recommended that you disconnect from the Internet before installation 2 Insert the Payroll Premier CD into your computer s CD ROM drive If the installation does not run automatically use Windows Explorer to locate the autorun exe file on the CD ROM and double click it to start the installation process 3 Follow the onscreen instructions You will need to enter your single user or multi user Installation Key Code as part of this process Your Payroll Premier Installation Key Code will determine whether the Installer installs a single or multi user version of the program If you are upgrading from a single user to a multi user version you need to re install Payroll Premier and enter the new multi user Installation Key Code What s happening when installing Payroll Premier Your Payroll Premier installation prompts you to enter information so it knows how to best install your product Following is a table that identifies the type of information you need to enter during the installation process and why it s important to include this Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances P
7. Emp Nol Emp Name Type Jan 2010 Feb 2010 Mar 2010 Apr 2010 Mey 2010 Jun 2010 Jy 2010 Aug 2010 Sep 2010 Oct 2010 Nov 2010 Dec 2010 iw Planned a 31 Dec 10 ccrued 10 20 20 30 20 20 20 20 justed 1 01 2010 t 108 Harding Glen available 100 100 100 100 110 130 150 180 200 220 240 Department Taken an Planned ay laccrued 10 20 20 30 20 20 20 20 m on dusted fali Marketing 203 Steele Lyall cae NoD 43 Available 49 49 43 49 61 7 93 113 129 145 165 PARI Qu fel Taken uality As Planned 1 Tech Sup laccrued 12 16 16 20 16 16 20 16 M 1 Warehous Adjusted 204 Rodrigo Norman available 165 165 165 165 177 193 209 229 245 261 281 Taken Planned Accrued 12 16 16 20 16 16 20 16 Adjusted 205 Mitchell Janie available 37 37 37 37 49 65 81 101 117 133 153 Taken Planned Accrued 12 16 16 20 16 16 20 16 Adjusted 306 Risky Marcus lt Available 270 2710 2710 270 2710 2726 2742 2758 2774 2790 2 806 Taken ag None Planned ispl lAccrued 16 16 16 16 16 16 16 Display Adiusted Summa 307 Homes Andrew E available 103 103 103 103 103 113 123 133 143 153 163 Taken Planned ccrued 10 10 10 10 10 10 10 1 jjusted b 306 Risky Marcus Jan 2010 Feb 2010 Mar 2010 Apr 2010 p May 2010 Jun 2010 Jly 2010 Aug 2010 Sep 2010 Oct 2010 Nov 2010 p Dec 2010 TOTAL HRS Co CoE CEC ea CC CC OC N e EA e C Show Employee Status Show Casual Employees Show Part Time Employees Chapter 4
8. Password Removal To request a forgotten password be removed from your file Call 1300 732 566 Reckon Stationery Update your details Reckon offers a range of stationery that works with your Reckon software Cheques invoices pay slips and more Reckon stationery helps deliver the most from your accounting software Keep your details current so we can keep you up to date on product developments and important software changes Call 1300 301 166 Fax 1300 131 972 Update your details online at http Avww reckon com au update your details Postal Address Reckon postal address to send software orders as well as any other written correspondence Reckon Australia Locked Bag 7522 McMahons Point NSW 2060 Website address www reckon com au Chapter 7 Solving problems and getting product support Page 233 End User Licence Agreement THIS IS AN IMPORTANT DOCUMENT PLEASE READ IT CAREFULLY This is a contract between Reckon Limited ACN 003 348 730 Reckon and you By using the Software supplied with this document and the related user guides and materials together the Software you agree to be bound by the terms of this Licence This Licence covers copies of the Software provided for evaluation or trial purposes subscription versions and non subscription or full versions of the Software Some Licence provisions may not be applicable to you depending on the particular version of the S
9. domestic or household use Reckon s and its distributors liability for breach of any guarantees implied conditions or warranties that cannot be excluded is limited to the extent permitted by law and at the option of Reckon to repair the goods or the cost of repairing the goods to replacing or re supplying the goods or services or their equivalent again or the payment of the cost of having the goods or services or their equivalent replaced or supplied again You acknowledge that this clause and any reliance on it by Reckon is fair and reasonable Reckon s Contact details Business address Level 12 65 Berry Street North Sydney NSW 2060 Contact number 1800 784 253 Contact email customerservice reckon com End User Licence Agreement Page 237 1 LICENCE a Evaluation licence If Reckon has provided a Trial Version of the Software to you your rights to use the Trial Version are solely as set out in clause 12 b Licence to use Reckon grants you a personal non exclusive non transferable limited licence to use the Software on the terms of this Licence for the period determined in accordance with clause 9 c No transfer of copyright The Software is licensed not sold despite any reference to purchase or sale in this Licence or in any invoice or purchase order for the supply of the Software Reckon reserves all rights not expressly granted to you Reckon Limited is the owner of copyright in the Software and
10. enter the date into Payroll Premier You can open the Q Date window in two ways e Right click on any date field and select a date from the calendar e Click the drop down list arrow in a date field and select a date from the calendar To select a day click the day and then click Enter This will enter the date into Payroll Premier e Click the lt lt or gt gt buttons to go back or ahead one year e Click the lt or gt buttons to go back or ahead one month e Click Cancel to cancel and close Q Date Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 30 Payroll Premier s Quick Zoom Q Zoom pop up window To view how a Pay Total amount on the Pay Details window was calculated move the mouse pointer over the field and click once with the right mouse button A Q Zoom report will appear with full details of how the amount was calculated 4 Q Zoom of 28 08 2008 Brett Jenn Iof x c Q Zoom Of Pay Gross Pay Rate Normal Hours 5000 00 Car Allowance 1 00 Pays 350 00 350 00 Travel Allowa 1 00 Km 0 00 0 00 Total Gross Amount Paid 5350 00 Chapter 2 Introduction to Payroll Premier Page 31 Using Payroll Premier a quick overview Getting started with Payroll Premier When you open Payroll Premier for the first t
11. replacement or refund for a major failure and compensation for any other reasonably foreseeable loss or damage You are also entitled to have the goods repaired or replaced if the goods fail to be of acceptable quality and the failure does not amount to a major failure End User Licence Agreement Page 243 In New Zealand these guarantees cannot be modified nor excluded by any contract except in those circumstances contemplated by section 43 2 of the New Zealand Consumer Guarantees Act a Software provided on an as is basis Except as required by the Consumer Guarantees Reckon provides the Software to you on an as is basis and without any representations by Reckon or any of its authorised distributors regarding the use performance or results of the use of the Software b Defects in media In addition to any rights and remedies you have under the Consumer Guarantees Reckon warrants that the media on which the Software is recorded is free from defects in manufacture for a period of 90 days from the date of delivery for on line purchases or 90 days from the date of purchase for in store purchases During this period subject to clause 8 c Reckon will replace any defective media on which the Software was supplied and any Software on that media free of charge unless you caused damage to the media due to poor handling c To make a claim under clause 8 b you must i email customerservice reckon com with the subject line
12. to deduct from each pay period This is done on the Super tab of an employee s employee record Edit Employee Ken Kerekes Histoy Compensation NextOfKin Notes FBT CustomFields Payment Summaries Personal Company Dates PayRates Deductions Allowances Taxation Super Banking Leave Contirbution Type Fund Name SPIN USI Member Date Amount or Number Joined Statutory Super SA GUH Superfun KK32 987 21 10707998 A You begin by selecting a type which is generally Statutory Super SA Now you need to set up the superannuation rate which can be as a Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 72 e Flat dollar amount per pay cheque Use this when basing superannuation on a standard employee earnings base e Percentage of wages e Amount based on Ordinary Time Earnings See A note about Ordinary Time Earnings on page 75 for more details In this case you would calculate superannuation based on a percentage of OTE If the employee is linked to an Industrial Agreement on the Company tab the superannuation 9 stipulated in that agreement becomes Statutory Super and won t be subject to Reportable Employer Superannuation Contributions RESC Superannuation contr
13. warranty claim and include the following A in the body of the email provide the IKC detail the fault and whether a workaround has been provided by a member of Reckon s support team and B provide a copy of the receipt or proof of purchase and payment Once Reckon receives the information Reckon will provide a preliminary assessment of the claim and contact you to advise Software assessed on a preliminary basis to be defective by Reckon will be replaced by Reckon and sent to you at Reckon s cost d No guarantee that Software will be error free or that its use will be uninterrupted While Reckon has endeavoured to make sure that the Software works substantially as per the specifications published by Reckon from time to time except as required by the Consumer Guarantees Reckon does not guarantee that the Software will work on all computer hardware platforms or configurations and makes no warranty that the Software will be error free or that its use will be uninterrupted e Internet access telecommunications networks firewalls and security Except as required by the Consumer Guarantees Reckon does not guarantee connections to its online activation server as these may be dependent upon third party networks and security measures over which Reckon has no control Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free o
14. Click the drop down list arrow in the Details column to display the Pay Details window 3 Click the Commission Bonus tab To add a commission or bonus click on the first line and enter the following details Enter the commission or bonus name or select it from the drop down list If a commission or bonus name you need is not on the list type in the name and then press Tab When you are prompted click Yes to add it to your drop down list Optional Enter the total gross sales for the employee Optional Enter the percentage amount that the employee receives from their gross sale For example enter 6 if you need to enter 6 Payroll Premier calculates the net amount based on the amounts in the Gross and Comm columns Select the period that the commission or bonus is being paid for For example if you are paying a commission or bonus for a month select monthly Payroll Premier can then calculate the correct amount of tax on the commission or bonus Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 114 Select Yes if you want to include the commission or bonus in superannuation calculations Select No if you want to exclude the commission or bonus from superannuation calculations If the commission or bonus is non t
15. Entering leave taken is virtually the same except that leave taken is entered on a separate Leave tab under the timesheet method rather than on the Hours tab Preparing a pay with allowances and deductions 99 Preparing a pay with Workers Compensation payments Planning employee leave Preparing a pay with leave Preparing a pay with commissions or bonus payments Preparing a pay with RDOs Preparing a pay with time in lieu Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 98 Fast forward to Refer to page Preparing a pay with Paid Parental Leave 122 Preparing a pay with allowances and deductions In most cases allowances and deductions are set up in the employee record and don t change from pay period to pay period However sometimes you may need to adjust or add an allowance or deduction for just one pay In these cases the best way is to adjust the allowances or deductions whilst preparing the pay 1 Choose Activities menu gt Prepare Pays to display the Pays Summary window 2 Double click an employee on the list The Employee Pay Method check box shows how the employee is paid Edit pay details in the Pay window Refer to the in product Help for further information on entering hours and making modifications If p
16. Funding check box This allows you to select a CDEP pay rate Personal Company Dates PayRates Deductions Alowances Taxation Tax File Number 999999993 JT Exclude Pays From Payroll Tax ABN No JT Exclude From Payment Summary PF Labour Hire IV CDEP Funding Tax Scale WorkCover Payment Summary Individual Non Business 0 00 Extra Tax Or Rebate 4 Click the Pay Rates tab Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 182 Histoy Insurer Compensation NextOFKin Notes FBT Custom Fields Payment Summaries Personal Company Dates Pay Rates Deductions Allowances Taxation Super Banking Leave 3 000 0000 Desktop QuickPayroll Use Award Pay Rates 5 Select CDEP Payment from the Pay Rates column and enter the payment details If the CDEP payment is a one time payment you can record the payment when you prepare the pay using the Pay Details window When you issue payment summaries CDEP amounts will be shown separately Higher Education Loan Programme HELP Formerly known as the Higher Education Contribution Scheme or HECS Additional tax instalment deductions may be necessary for some individuals with a HELP debt Use a HELP tax scale for any emp
17. Help used as normal Payroll Premier versions Two versions of Payroll Premier are available Single user version e Multi user version Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 8 Single user version The single user version is designed for businesses where only one person needs to use the application at any one time You may install the software once on one computer only If you require additional users you will need to upgrade to a multi user licence Multi user version The multi user version is for businesses where more than one person needs to use the application at any one time The multi user licence enables you to install multiple versions on a network and for multiple users to access the Payroll Premier data file You can buy a version of Payroll Premier already enabled for multiple users If upgrading from a single user version you will need to re install Payroll Premier using a multi user Payroll Premier Installation Key that unlocks the multi user version Installing Payroll Premier l You will need to run Windows Vista Windows 7 or Windows 8 in Administrator mode in order to install and run Payroll Premier 2014 15 E Chapter 1 Installing Payroll Premier Page 9 It s easy to install Payroll Premier
18. Online Services may apply Charges may apply for the use of Third Party Online Services including the cost of internet access Except as required by the Consumer Guarantees access to Third Party Online Services may be withdrawn by Reckon at any time Reckon does not make any recommendations in relation to the Third Party Online Services or accept any liability or responsibility for any loss or damage relating to the Third Party Online Services except as required by the Consumer Guarantees e Back up amp Data Retention Your should ensure you conduct regular backups of your data Except as required by the Consumer Guarantees Reckon on behalf of itself and or any of its distributors and associates does not assume any liability with regard to your use of the Software including but not limited to loss of data In addition you should confirm your data retention requirements for tax and compliance purposes with your professional adviser Liability To the maximum extent permitted by any law including the Competition and Consumer Act 2010 Cth or or the Consumer Guarantees Act 1993 NZ Reckon will not be liable responsible for delays non performance failure to perform processing errors nor will the liability of Reckon include or extend to any special or consequential loss or damage suffered by you except where required by the Consumer Guarantees Limitation of implied terms In relation to goods or services not ordinarily acquired for personal
19. PAYG obligations as painless as possible Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 181 181 183 184 166 The PAYG withholding system Pay As You Go PAYG is the single integrated system for paying tax and other withholding amounts How do report my PAYG withholding Payment summaries Payment summaries show the total payments you make and amounts you withhold for each payee during the financial year ending on 30 June You must generally give each of your payees a payment summary by 14 July You will need to ensure that you complete the right payment summary for the type of payment you have made There are four types of payment summaries available in Payroll Premier e Individual Non Business e Business and Personal Services Income e Withholding where ABN not quoted e Eligible Termination Payments See Printing and lodging your original payment summaries on page 152 for more details Business activity summaries There are two means of reporting and paying your PAYG and withholding amounts Chapter 5 PAYG and withholdings Page 167 e Business Activity Statement BAS if you are registered for GST Instalment Activity Statement IAS if not registered for GST Payroll Premier provides a Business Activity
20. Paid to the date that the employees were actually paid Preserve Employee Pay Dates is an option that allows individual employees to have different pay dates The Pay Date entered will be overridden for individual employees For example if a weekly employee was last paid on 7 March the employee s next pay date will be 14th March no matter what Pay Date is entered on this window Payroll Premier automatically advances the Pay Date and Date Paid when you process a payroll For example when you process each type of payroll the Pay Date for gt Weekly will be advanced by 7 days when you process the next pay gt Fortnightly will be advanced by 14 days when you process the next pay gt Bi monthly will be advanced by half of a month when you process the next pay Monthly will be advanced by 1 month when you process the next pay If you have already paid an employee within the pay date entered but go to process the pays Payroll Premier will inform you that it has processed a pay for the employee in this pay period You can process a second pay for this employee for this pay date by clicking Yes Click No to exclude the employee from this pay date If you only pay one employee Payroll Premier will still move the Pay Date ahead If you then need to pay additional employees under that Pay Date you will have to adjust the dates when you process their pays Chapter 4 Preparing and processing your payroll Page 129 Click Selected under Depa
21. Premier Page 195 Payroll Tax Superannuation in Time In Lieu Quarterly or Activity monthly Statement Details Payroll Premier 2014 15 User Guide Shows you how much payroll tax your company must pay by employee and in total Also shows the amount of super and any allowances excluded from payroll tax calculations Shows how much superannuation you have to pay to each super fund and for which employees Also informs the super fund when there is a new employee Shows the deductions taken from employees wages and provides the information you need to pay out the deductions for example union fee deductions Shows you how much WorkCover your company must pay by employee and in total Shows how many hours an employee can claim as time off in lieu of pay for extra hours worked Provides you with the information you need to fill out your Business Activity Statement or Instalment Activity Statement While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 196 Annually Payment Prints your Payment Summaries Payment Summary Deduction Report Summary Reconciliation Statement and ETP Payment Summaries reports Magnetic Media Provides a copy of the form that must accompany your EmpDupe file to the Info Form ATO Make sure that all details have been filled out c
22. Summary Report that contains the payroll withholding information you need to complete your Business Activity Statement If exporting your payroll data to Reckon Accounts the data required for your activity statement will transfer to Reckon Accounts with your other payroll data How do make my PAYG payments It is very important that you make your payments to the ATO on time and that you pay the correct amount You can be subject to penalties if you don t deduct the right amount of tax instalments from your employees pays or if you don t pay all the tax instalments to the ATO by the due date In order to avoid penalties it is important that you know how often you must make your payments and when the payment deadlines are If you aren t sure refer to the ATO website for information or contact the ATO directly See Making your payroll payments on page 141 for details Voluntary agreements Voluntary agreements enable businesses to withhold amounts from payments they make to workers such as contractors to help them pay their income tax Voluntary agreements are written agreements between your business and a worker usually a contractor to withhold and pay tax for them under the PAYG withholding system The worker must be an individual with an ABN Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessa
23. You should also ensure you conduct regular backups of your data Except as required by the Consumer Guarantees Reckon on behalf of itself and or any of its distributors and associates does not assume any liability for loss of data b Data retention You are responsible for ensuring you meet all your data retention requirements for tax and any other compliance purposes You should confirm these requirements with your professional adviser as some legislation requires you to keep copies of certain data for later reference for example for the ATO or ASIC 4 PRODUCT ACTIVATION AND VERIFICATION a Initial registration and verifying licence details This Software may contain technology that protects Reckon against illegal copying As a consequence you may be required to End User Licence Agreement Page 239 i register your details during the initial installation including your name contact details and details of the hardware on which the Software will be installed if this is not done automatically by the Software ii if you have a full version have the Software reactivated periodically thereafter by verifying your licence details to confirm you are using the Software in accordance with these Licence terms iii if you have a subscription version have the Software reactivated on payment of Reckon s renewal fee and verification of your licence details if you wish to renew the subscription iv have the Software reactivated by R
24. a pay run Excluding an employee from a pay run Payroll Premier excludes employees from a pay run when you disable the pay for the current payroll run or have already made a payment in a previous pay run that covered more than one pay period Disabling a pay Disable a pay if an employee does not need to be paid this week and they are not on leave A pay for that employee will not be processed for the current pay period To exclude an employee from the current pay run select the employee click the Activities menu button and choose Disable Pay The Yes in the Pay column will disappear and the line will appear with a grey line through it Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 92 The pay will be excluded until you enable the pay again Red highlighting indicates that the pay amount is negative Pay can often be negative because you haven t entered the hours worked or pay amount yet Before you can process the pays you will have to record the hours or else disable the highlighted pays Excluding an employee from a set number of pay runs You can also exclude an employee from a set number of subsequent pay runs by indicating the number of pay periods that the current pay covers For example let s say an employee you norma
25. and view government guidlines for Paid Parental Leave Click the Employees receiving Paid Parental Leave tab to see which employees have been paid for Paid Parental Leave if any Adjusting pay rates for employee who receives Paid Parental Leave You need to apply the Paid Parental Leave pay rate to the employee who receives it as well as adjust their normal pay rate 1 Choose Lists menu gt Employees to display your list of employees 2 Double click an employee 3 Click the Pay Rates tab 4 For the row of Normal Hours click the Hrs Qty column and enter 0 zero 5 Click Insert 6 In the Pay Rate column select Paid Parental Leave The Hrs Qty and Amount column should automtically be filled in with the values set up in the Preferences Chapter 4 Preparing and processing your payroll Page 125 Edit Employee Cate Lucinda History Compensation NextOFKin Notes FBT Custom Fields Payment Summaries I o Personal Company Dates Pay Rates Deductions Alpwances Taxation Super Banking Leave Cancel Pay Rate Type His Oy Amount Super Customeniob s U a Normal Hours Annual Salar 45 000 0000 peer Paid Parental Leave 1 00 570 0000 No Delete Use Award Pay Rates 7 Click OK Once a pay has been processed any amount of Parental Leave will be paid to the employee and a 9 pay slip will be generated for that pay period PAYG tax will be withheld on the gross amount but
26. at http law ato gov au atolaw index htm Q The above is only a partial listing of exclusions and inclusions For the complete listing and Chapter 3 Setting up and updating your company and employee data Page 75 Reporting new employees to your superannuation fund We re now going to generate a report that highlights new employees and allows the payroll administrator to enter the contact details in case the fund manager has any questions In the Super by Fund Name report Payroll Premier automatically places any superannuation contributions for new employees into the New Employee column This means that the superannuation fund knows there is a new employee and can ensure the required information is sent to them 1 Choose Reports menu gt Super gt By Fund Name gt Current Pay Payroll Premier opens the Report Writer to display the report Yes displays in the New Employee column for any new employees If any contributions have been made the contribution amount will display in the Exception Amount column Employees are moved from the New Employee column when you export the superannuation file Therefore to remove the employees from the New Employee column you must export the superannuation file even if you are not using the electronic lodgment feature Click the Super Fund drop down list and select a superannuation fund s name The Report Writer displays a report for the individual superannuation fund you just selected
27. be suitable to meet your specific circumstances Page 70 Preferences Cancel Cee i cma General m Super Defaults o Tax IV Monthly Super Threshold on Part Time Employees IV Monthly Super Threshold on Casual Employees Ss Super IV Calculate Statutory Requirement on Salary Sacrifice SS Leave IV Exclude Super from WorkCover Calculations Printing Pay super if monthly gross reaches 450 00 Statutory Super Percentage 9 50 x J7 Include Super Paid Date on Payslips Superannuation calculations Once you have set up your superannuation fund details you need to set up your employee details so that Payroll Premier can calculate the employee s superannuation for each pay period As the rules and regulations regarding superannuation contributions can be complex be sure you understand them fully Contact the ATO and obtain the Superannuation Guarantee A Guide for employers booklet for further details See Technical support options and Reckon services on page 226 for contact details There are two stages to setting up superannuation calculations e Setting up the superannuation fund and rate details Chapter 3 Setting up and updating your company and employee data Page 71 Setting up what superannuation is calculated on Setting up the superannuation fund and rate details You need to set up the superannuation fund details and the amount of superannuation that Payroll Premier needs
28. changes all field widths to the same width as the field selected in the Align Fields With drop down list Make Same Height changes all field heights to the same height as the field selected in the Align Fields With drop down list Make Same Font changes all fonts to the same font as the field selected in the Align Fields With drop down list 7 Select the field that you want to align with the rest of the fields from the Align Fields With drop down list 8 Click Align Payroll Premier aligns or adjusts the fields as indicated Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 218 Resizing an object You can resize all objects data and text fields boxes lines and graphics once they are on a report To resize an object 1 Click the item to select it Payroll Premier displays a group of red dots around the object you select 2 Place the mouse pointer on a dot Click and hold the left mouse button down Move the mouse to expand or contract in the direction that the mouse is moved 3 Release the mouse button Payroll Premier resizes the object Moving an object You can move all objects data and text fields boxes lines and graphics once they are on a report To move an object 1 Select the object
29. done using a special pay rate when processing a pay and generating a time in lieu report The time in lieu pay rate allows you to enter any extra hours an employee works but at a 0 00 rate multiplier This tracks the time an employee works but doesn t get Payroll Premier to calculate an amount payable for these hours in the pay run You can see how many time in lieu hours an employee has owing to them by generating a Time In Lieu report When an employee claims the time off in lieu of being paid you can record this by entering the hours as a negative in the next pay run using the time in lieu pay rate This will balance the extra hours an employee works by the time in lieu they claim without affecting a payment Recording the extra hours an employee works As soon as an employee works extra hours you need to record these in Payroll Premier for the relevant pay period 1 Choose Activities menu gt Prepare Pays to display the Pays Summary window Chapter 4 Preparing and processing your payroll Page 119 O a A O 7 8 Double click the employee you wish to enter time in lieu details against The Pay Details window displays pay details for the employee If the employee is paid using the spreadsheet method the Spreadsheet Entry window is displayed Click the drop down list arrow in the Details column to display the Pay Details window Make sure you select the Edit This Pay check box Click the Hours tab Click Insert
30. fields can be found by opening the Company navigator and clicking the Company Information icon Company Name in Name tab Trading Name in Name tab Company Address in Name tab Phone Number in Numbers tab Fax Number in Numbers tab ABN PWN in Numbers tab The Contact Name can be found by choosing Preferences menu gt Files Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 136 The remaining tags are Tax Year The Tax Year can be used only in email messages that relate to payment summaries When the tag lt Tax Year gt is used Payroll Premier will display the financial year relevant to the payment summaries generated For example if the payment summary refers to the year ending June 30 2014 the text in the email message will be 2012 2014 Payment Date The Payment Date is the opposite to the Tax Year in that it can only be used in email messages that relate to pay slips It is important to note that the data that appears in the email message is determined by the Print By setting in Preferences menu gt Printing When the Print By preference is set to Pay End Date Payroll Premier will display the pay ending date that corresponds to the pay slip for which the email is generated This is why the default text for pay slips
31. is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 58 You can add an employee s photo to an employee record by accessing the employee record from 9 the Employee List You can also change the number assigned automatically to the employee by Payroll Premier from the same location For information on terminating or reinstating an employee see Terminating an employee on page 77 or Reinstating an employee on page 82 Setting up the Leave Planner optional The Leave Planner allows you to plan the leave for your employees Before you start planning the leave for your employees in the Leave Planner you will need to perform some configurations To configure the Leave Planner 1 From Payroll Premier choose Activities menu gt Leave Planner Alternatively choose from Company Navigator gt Leave Planner Chapter 3 Setting up and updating your company and employee data Page 59 The Planned Leave window opens Planned Leave for Payroll database File Actions Help mpNo EmpName Type Jan Feb0 Ma0 AprO Ma0 Jun0 JO JAugO Sep0 OctO Nov0 Dec a Planned y Accrued 20 20 20 20 30 20 20 20 djusted 72 72 72 72 92 112 132 152 182 202 222 242 108 Harding Glen vailable 100 100 100 100 120 140 160 180 210 230 250 Taken Planned Accrued 20 20 20 20 30 20 20 20 Adjusted 100 100 100 100 120 140 160 180 210 230 250 2
32. leave conflicts between employees e Setting up superannuation You will need to set up superannuation funds in Payroll Premier so it can track superannuation paid for employees Upgrading from a previous version of Payroll Premier To use payroll data created in a previous version of Payroll Premier Quicken Payroll or QuickPayroll you must first upgrade the files to the current Payroll Premier format The process for upgrading and the effectiveness of the upgrade will depend on what version you are upgrading from Before you upgrade your data files Before transferring your information to the latest version it s important that you have first created a reliable backup copy of your data files using your existing version the version you are upgrading from See Backing up your data file on page 18 for further details Refer to the Installation and Upgrade Guide which came with your software This includes important information about upgrading that you should read before attempting an upgrade Chapter 3 Setting up and updating your company and employee data Page 47 Upgrade using the Upgrade Wizard When you open Payroll Premier 2014 15 for the first time the Payroll Premier Upgrade Wizard takes you through the process of upgrading your data file and reports from a previous version of Payroll Premier You can also open the Upgrade Wizard from the Wizard menu You need to have your previous version of Payroll Premier install
33. list For example if you select Wages the allowance dollar value will be a percentage of the total wages for that pay Enter the amount of the allowance If the allowance is per pay period just enter the amount for one pay period Payroll Premier will calculate the total allowance amount to pay Select Yes if you want the allowance to be included in superannuation calculations Select No to exclude the allowance from superannuation calculations Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 102 Ex Tax If the allowance is non taxable to be added to the net after tax is calculated select Yes in the Ex Tax column If it is taxable to be added to the gross before tax has been calculated select No Customer Job The allowance can be assigned to a Customer Job Class The allowance rate can be assigned to a specific class Enter the class or select the class from the drop down list 7 To add a new line click Insert or tab to a new line Enter details as per the above To delete a line select the line and then click Delete Click OK to confirm that you actually want to delete the line If you adjust the tax manually Payroll Premier will place a tick in the Manual Tax check box at the bottom of the window To revert to the calc
34. most of the pay totals for the current pay run However it does not display the details sundry payments or number of pay periods covered by the current pay To view an employee s details click the Prepare Pays button and choose Edit Alternatively double click the employee name from the list Payroll Premier will then display the Pay Details window To close the Pay Details window without making any changes click Cancel or press the Esc key Press F1 for further information about this window Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 94 Prepare Pays Reports You can get a comprehensive preview of what the program calculates for each employee s pay from the prepare pay reports available from the Reports menu button on the Pay Summary For All Employees window Use these reports to identify any area in a pay that you may wish to adjust Click the Reports menu button on the Pay Summary For All Employees window and choose a prepare pays report according to e Number e Name e Department e Super e Gross e Tax e Net e Pay Adjust individual pays as necessary Once you ve identified pays for employees you may need to make changes to an individual pay for this pay period Chapter 4 Preparing and processing your payroll Pa
35. of the day then you must set up awards with shift details for these employees Awards let you set up payroll details that a group of employees have in common When you apply the award to an employee Payroll Premier transfers the following details from the award to employee record Department Pay period Superannuation calculation Leave accrual details Allowances optional Additional pay rates optional Shift pay rates only for timesheet awards Chapter 3 Setting up and updating your company and employee data Page 53 It becomes easy to add new employees or change pay details for a group of employees once you have awards available to use If paying employees using the timesheet method you must complete the timesheet section whilst completing the awards Creating a new award 1 Choose Lists menu gt Awards The Award List window opens 2 Click the Awards button then click New The Adding a New Award window opens Adding a New Award Standard Details Award Payment Details Timesheet Payments Employees Award Name Department z Pay Period Weekly aa Super Type Percentage Percentage 950 Annual Leave Loading 0 00 Start Accruing After Accrual Details Number Period Every Period Annual Leave 3 00 Pays 1 00 Pays Long Service 5 00 Pays 1 00 Pays Personal Leave 0 00 Pays 1 00 Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can
36. option of Reckon to repair the goods or the cost of repairing the goods to replacing or re supplying the goods or services or their equivalent again or the payment of the cost of having the goods or services or their equivalent replaced or supplied again You acknowledge that this clause and any reliance on it by Reckon is fair and reasonable General exclusion and limitation Other than as set out in clauses 9 b and 9 c and to the full extent permitted by law i Reckon and its authorised distributors will not be liable to you or any other person for any direct or indirect loss damages liability costs or expenses suffered by you or any other person relating to the performance or non performance of the Software or any breach of this Licence or the supply of the Software or in connection with but not limited to the Third Party Online Services delays non performance failure to perform processing errors use of tax tables use of third party hardware for example but not limited to Postec services or provision of technical support whether by telephone or remote access or other means nor will the liability of Reckon include or extend to any special or consequential loss or damage suffered by you except where required by the Consumer Guarantees and ii Reckon s maximum liability for damages arising in connection with this Licence or the supply of the Software is limited to the amount paid by you for the Software Your liability t
37. processing your payroll Page 117 9 Click No when asked if you would like to save this as a memorised report This altered pay slip will now become the default pay slip l Do not edit the name Special Leave in the Pay Rates list in order to set up your system to process a RDOs If you change this name the available RDO hours figure on pay slips will print as Zero To enter a pay that includes RDOs 1 Choose Activities menu gt Prepare Pays to display the Pays Summary window Double click on an employee to edit their pay details Click the Hours tab Choose Special Leave from the Pay Rate drop down list on the first blank line a fF OO N Enter the number of hours Payroll Premier automatically deducts the RDO hours from the hours appearing next to Normal Hours When you leave the Hrs Qty column the Leave Taken dialog automatically appears 6 Enter the RDO dates taken in the To and From fields Click OK 7 Click OK to close the pay window Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 118 8 Repeat steps 2 7 for each employee who has taken an RDO Preparing a pay with time in lieu Background Payroll Premier enables you to track the time an employee can take off in lieu of being paid for working extra hours This is
38. t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Cancel Insert Delete Page 54 3 Name the award on the Standard Details tab and then enter the default department pay period super type leave loading and superannuation details l If an award has an Industrial Agreement linked to it and you wish to track this in Payroll Premier you must set up the the Industrial Agreement first See Setting up Industrial Agreements on page 36 for details If you want to set the Super percentage of the award via the Industrial Agreement select Industrial Agreement as the super type and then choose the relevant Industrial Agreement which has been set up previously 4 Set up pay rates for the employees under this award on the Award Payment Details tab For each classification or level within the award you can specify different remuneration amounts for permanent part time or casual staff You can also specify allowances and additional pay rates that apply to a classification Standard Details Award Payment Details Timesheet Payments Employees Full Time Advance 50000 0000 0 0000 Manual Level 2 Snnually 55000 0000 0 0000 0 0000 0 0000 M anual Level 3 Snnually 60000 0000 0 0000 0 0000 0 0000 Manual Classification Allowances Classification Extra Pay Rates Name Amount BasedOn Car Allowance 150 00Pays To have
39. the open window You can turn Q Cards on or off by choosing Help menu gt Q Cards Chapter 2 Introduction to Payroll Premier Page 27 Lists Most of the employee company and payroll data is set up through Payroll Premier windows which are available from the Lists menu You can sort all lists by clicking on one of the column headings To sort in the opposite direction click a second time Employee edit functions Activities and Reports are available from the three buttons on the bottom of each list If there are no related functions the button will be disabled To view details or edit a list item either double click on the item or select the function from the first menu button for example the Employee button You can also access the most common functions for any list item by right clicking and then selecting the function from the popup menu Sort by clicking on a column y g E List sac heading button L Resize a column by draggin 2 Hamp Dean Documentation 28 08 2004 the column oe gomg opem Des Warehouse 28 08 2004 7 Jensen Bret 28 08 2004 8 Carrier Aaron li a 85 00 Fortni 31 05 2004 Select a list item and then right click or select a function so Tc Tumer Brite Tach Suppor 70 00 c 76 08 2004 semana appropriate button 84 Mowser fyah l Tanana below 85 Lucinda Tech Support 80 00 Fortniahtly 31 05 2004 Click the Employee button to Employee iviti v F Display Terminated Emplo
40. the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 250 h Variation To the extent permitted by law Reckon may vary any of the terms and conditions of this Licence upon providing you with thirty 30 days notice in writing and a copy of the replacement terms and conditions No new terms will come into force until the commencement of your renewed Subscription Period Reckon will display any new terms and conditions on the Website and you should check the website regularly i Waiver Any failure to enforce any rights under this Licence by Reckon is not to be taken as a waiver of those rights i Website or website means Reckon s company websites www reckoncom or www reckononline co nz Reckon s Contact details business address Level 12 65 Berry Street North Sydney NSW 2060 contact number 1800 784 253 contact email customerservice reckon com Reckon Reckon Logo and R logos are trademarks of Reckon Ltd Software Copyright 2014 Reckon Ltd All rights reserved Page 251
41. using the Report Writer You can change the font for all columns and objects once they are placed on a report Acolumn can only have one set of font properties You cannot change the font properties of a single field within a column To change the font of an item 1 Make sure you have a report open in edit mode 2 Select the column or object A group of red dots will appear around an item when it is selected 3 Click the Font icon on the toolbar 4 Select the desired font properties and then click OK Adding and changing fields or graphics You can add delete or modify fields or graphics on your report by using the Report Writer Object Properties window Click the Add icon or choosing Edit menu gt Edit Item to display the Object Properties window The Object Properties window allows you to set up the properties for objects on the reports An object can be a column data field calculated field text image box or line Chapter 6 Working with reports in Payroll Premier Page 213 Object Properties All of the a Fields Available available Report Info Annual Leave gt fields for Ce pirul Leave Loading City the selected _ Employees T Ti stication Select the type payroll item Pays Date Casual of object that S ATO EFT Payments Date Part Time at are listed in _ _ _ _ Date Started D ata Field you are editing p Activities ate of Birti Tani A this window Aowencs tm PePatment 2 Cac
42. you making the best use of available system resources by shutting down other programs that are running Check for programs that may be running in the background without your knowledge Do you have enough hard disk space available This is a common problem for those working in a multi user peer Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 230 to peer network situation Do you have any conflicts with sound or video drivers If you experience system freezes while using Payroll Premier you may want to call for technical support Contacting Reckon Product Registration Products can be registered online 24 hours a day or by telephone If you can t activate your product using onscreen instructions after going to the Activities menu then clicking Register Payroll Premier call 1300 650 061 Product Re Registration You can re register your program through this service Re registration is charged at 4 90 per minute and capped at 9 Charges include GST and only apply once you are connected to a representative Call 1800 732 566 Chapter 7 Solving problems and getting product support Page 231 Australia Customer Service and Reckon Sales For pre sale product specific information to pu
43. you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 14 Mapping the network drive You need to perform this task from your Windows operating system ie Open Windows Explorer Refer to your Windows documentation to do this in the Windows operating system you are using Choose Tools menu gt Map Network Drive Choose from the Drive drop down menu a drive letter that you wish to associate with the network drive Make sure you map each networked PC running Payroll Premier to the same drive letter Click Browse to find the folder created for multi user setup where you want the data file accessed from Select the Reconnect at logon check box Click OK Chapter 1 Installing Payroll Premier Page 15 Linking Payroll Premier to the data file If you already have a Payroll Premier data file you will need to set up the data file to be used by l multiple users by setting up the network path and copying the data file to the nominated network E drive If you are new to Payroll Premier follow the steps below 1 Open Payroll Premier 2 Choose File menu gt Setup Network Data Path The Setup Network Data Path menu option is only available if your Payroll Premier version is l registered for multi user E 3 Set the path to the network drive and path you set up from Windows Explorer For example if
44. your specific circumstances Page 206 In product Help is provided for each tab and is available by pressing F1 anywhere in the Report Properties dialog Filtering a report Filtering is a powerful tool that allows you to specify the scope of information that displays on a report For example you might only want a report to display details for employees from a specific department or for a specific period of time There are two levels of filtering 1 Basic Filtering This is performed by using the Dates From To and Custom drop down lists under the Report Writer toolbar to specify a period for which you wish to view data 2 Advanced Filtering This is performed from the Report Filter window which gives you more advanced filtering options You can open the Report Filter window by choosing Activities menu gt Set Filter Options Basic filtering The Edit Report window provides some simple report filters These are located directly below the main toolbar Dates From J To LJ Employees Custom z Chapter 6 Working with reports in Payroll Premier Page 207 From To Custom Field Specifies the period for which the report displays information This can be anywhere from Today to Last Financial Year Payroll Premier will adjust the From and To fields accordingly For example if you select This Financial Year Payroll Premier will draw data from the period 1 July of the previous year through to 30 June of the current year S
45. 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 174 4 5 Select Non Residents from the Tax Scale drop down list Click OK Horticulture industry If an employee qualifies as a Person Seasonally Employed in the Horticultural Industry and is subject to the 15 flat tax rate apply the tax scale as follows 1 2 3 4 5 Choose Lists menu gt Employees Select the employee and then click Edit Payroll Premier displays the Edit Employee window Click the Taxation tab Select Flat 15 from the Tax Scale drop down list Click OK Workers Compensation and WorkCover Payroll Premier can track all Workers Compensation or WorkCover SA and QLD claims and payments made for each employee The Compensation tab lists all of the claims and payments for the employee Whenever a compensation pay is processed it appears here along with a description of what it was for In addition for South Australia and Queensland users Payroll Premier includes a list of current WorkCover rates and classifications and Chapter 5 PAYG and withholdings Page 175 calculates the amount of WorkCover liable for each employee Recording a payment or claim You can also enter compensation payments when processing a pay and you can enter payments and claims through the em
46. 70 203 Steele Lyall Available 49 49 49 49 65 85 101 117 137 153 169 Taken Planned ccrued 16 20 16 16 20 16 16 20 djusted 49 49 49 49 65 85 101 117 137 153 169 189 204 Rodrigo Norman Available 165 165 165 165 181 201 217 233 253 269 285 Taken Planned Accrued 16 20 16 16 20 16 16 20 Adjusted 165 165 165 165 181 201 217 233 253 269 285 305 205 Mitchell Janie Available 37 37 37 7 53 73 89 105 125 141 157 Taken Planned Accrued 16 20 16 16 20 16 16 20 Adjusted Ez 37 37 7 53 73 89 105 125 141 157 177 306 Risky Marcus Available 2710 2710 2710 2710 2726 2742 2758 2774 2790 2806 2822 Taken Planned Acctued 16 16 16 16 16 16 16 16 Adjusted 2710 2710 2710 2710 2726 2742 2758 2774 2790 2806 2822 2838 307 Homes Andrew available 103 103 103 103 113 123 133 143 153 163 173 Taken Planned Accrued 10 10 10 10 10 10 10 10 Adiusted 103 103 103 103 113 123 133 143 153 163 183 v 307 Homes Andrew Jan0 Feb 0 Mar 0 Apr 0 May 0 dun 0 Jy 0 Aug 0 Sep QO Oct 0 Nov 0 Dec 0 TOTAL HRS o e e e a a a a a a a a w Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 60 2 Choose Actions menu gt Configuration The Configuration for Leave Planner window opens Configuration for Leave Planner Reporting
47. EFT preferences and EFT banking details e Select the Enable Electronic Funds Transfer check box in General Preferences Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 144 e Select the Electronic Funds Transfer Options preference as advised by your bank You need to find out whether your bank uses a balance record or not and then make the right selection from the File preferences e Set up your company banking details on the Company Information window Banking tab e Set up employee banking details for each employee on the Employee record Banking tab e Set up superannuation fund details on the Superannuation Funds List e ATO details are set up in the ATO Electronic Funds Transfer List Paying your employees by Electronic Funds Transfer To create an EFT file 1 Set up your EFT preferences and payroll account banking details See Before you start on page 144 for details 2 Set up each employee s banking details For each employee enter banking details on the Employee record Banking tab You can pay your employees by cash cheque EFT or by any combination of these methods Chapter 4 Preparing and processing your payroll Page 145 1047757 History Insurer Compensation NextOfKin Notes EBT CustomFields
48. Export Payroll Premier confirms the date range of the data you are exporting 9 Click Yes The export csv file is created and saved in the specified location Printing and lodging your original payment summaries You will need to ensure that you complete the right payment summary for the type of payment you have made Payroll Premier prints the following payment summaries e Payment Summary Individual Non Business e Payment Summary Business and Personal Services Income e Payment Summary Withholding where ABN not quoted Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 152 e Payment Summary Employment Termination Payments For the 2006 07 financial year and beyond employees are no longer required to send a copy of their plain paper INB payment summary to the tax office with their tax return Only a single copy of the plain paper INB payment summary will print and should be kept by the employee for their personal records l Federal Legislation requires superannuation contributions over and above the statutory requirement being reportable to the ATO This has been introduced as a RESC column on employees payment summaries where the total amount of Reportable Employer Superannuation Contributions will be displayed Pri
49. Payment Summaries I ox _ Personal Compary Dates Fav Rates Deductions Allowances Taxation Super Banking Leave Eroa Split Bank Branch BSB __ AccountNo Amount Type Halet Cove 122 456 1215878 l oone Delete In this example 100 of the employee s pay will be deposited by EFT This would be the most common EFT situation but you could also choose any combination of cash cheque and EFT 3 Choose Activities menu gt Export gt Payroll Data to EFT For Banking Payroll Premier displays the Export Payroll Data window Generally you shouldn t need to change the EFT file name or location However if you do just highlight it and type in the new name Make sure the file name ends with an extension of ABA Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 146 If you want to change the export file location click Browse select the Drive and folder where you want to place the EFT file and then click OK Export Payroll Data Payroll Premier will export payroll data to the following file 2e 22009 Ej E F T Date 28 01 2009 CAPROGRA 1 QPROLL 1SExport QP Pay Bate E F T File The EFT Date should be a current or future date Using a date
50. Payroll Premier was installed into Z QPRollv23 where Z is the drive for the server you first installed Payroll Premier then enter Z QPRollv23 data as the data path 4 Select the Use existing files located at the network server path check box 5 Click Save Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 16 Payroll Premier displays the Please Select Data File window 6 Select the data file and then click Open Solutions to common issues with networks Payroll Premier keeps losing the network data path This can occur in the following situations e You manually copied the data files to the network drive without using the Payroll Premier Setup Network Data Path function to copy the files e The different copies of Payroll Premier installed on the network all see the network drive and path differently For example on one copy the network drive might be set to X and on another copy it might be T e Not all installed copies of Payroll Premier are registered as multi user Network data corruption Data files can become corrupted over a network if the e Network protocol is not set up correctly e Hard drive on the workstation or server is failing e Hard drive controller on the workstation or server is failing Chapter 1 Instal
51. Period OJulJun Calendar Monthly Calendar O Monthly Boxes Display Mode Detail O Summary 3 In the Reporting Period section choose Chapter 3 Setting up and updating your company and employee data OK Cancel Employees Work Weekends O Yes No Page 61 Jan Dec if you want to plan in calendar year months gt Jul Jun if you want to plan in financial year months 4 In the Calendar Monthly section choose the planning mode to be either gt Calendar if you want to know exactly when people take their leave In this mode the exact date range is entered against each month for the chosen employee gt Monthly Boxes if you want to know how many total hours of leave an employee has in any month In this mode total planned hours are entered against each month for the chosen employee l A special note concerning switching between planning modes a If you have multiple entries in a calendar month then later on you switch to the Monthly mode only one combined entry will be shown in that month For example an employee plans to take leave on April 1 to April 7 and April 18 to April 23 this is shown in the Calendar mode of two five day breaks in April But if switched to the Monthly mode this becomes a single data entry of this employee planning 10 days in April 5 In the Employees Work Weekends section choose Yes or No to indicate whether the employees work on weekends 6 In the Display Mode s
52. Preparing and processing your payroll Page 107 To enter planned hours in the Monthly mode 1 Select the employee from the list You can filter the list of employees by department located on the right hand side of the window and the employee type options located under the monthly boxes 2 In the lower section of the screen enter the planned hours that the employee plans to take in the monthly boxes The total hours that you ve entered against the employee is displayed 306 Risky Marcus Jan 2010 Feb 2010 Mar 2010 Apr 2010 May 2010 Jun 2010 Jly 2010 Aug 2010 Sep 2010 Oct 2010 Nov 2010 Dec 2010 TOTAL HRS E a E S E G C Gi E CC CC You cannot enter planned hours for months that are already in the past Those boxes are inactive 3 Click OK To enter planned hours in the Calendar Mode 1 Click Plan Leave button in the Planned Leave window The Calender view of the planned leave window displays Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 108 Calendar view of the planned leave March 2010 S M METES 345 6 aaa w a F mi 1 2 7 8 9 11 12 13 4 Hardman lan 10 14 15 16 17 18 19 20 21 22 23 24 25 26 27 2 Hamp Dean 28 29 30 31 6 Kerekes Ken 7 Jensen Brett 8 Carrier Aaron 17 Houle B
53. Reckon Payroll Premier 2014 15 User Guide Reckon Limited ABN 14 003 348 730 Level 12 65 Berry Street North Sydney NSW 2060 Australia T 61 2 9577 5000 F 61 2 9577 5555 info reckon com au www reckon com au Copyright 2014 Reckon Ltd All rights reserved Reckon Australia Locked bag 7522 McMahons Point NSW 2060 Trademarks Unauthorised duplication is prohibited by law and the terms of the Licence Agreement Reckon Reckon logo Reckon Accounts and R Logos are trademarks of Reckon Ltd The trademarks of other products are owned by their manufacturers Distributed in Australia and New Zealand by Reckon Ltd Locked Bag 7522 McMahons Point NSW 2060 Software 2014 Reckon Limited All rights reserved Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page ii Reckon Australian Development Team Product Management Dean Darke Jasmina Cahill Samantha Stone Piyush Mittal Simon Hutchinson Eddie Krabs Software Development Kevin Benson Michael Davis Wayne Qiu Peng Wang Raymond Cheung Ramesh Ramalingam Andrew Appleby Information Technology Pranoy Sinha Ashwin Kumar Brent Kwon Ela Pishkouri Technical Documentation Shuang Guo Samantha Stone Quality Assurance Phillip Osman Khen Chu John Li Scott Montgomerie Ne
54. Report Properties window Use the Report Properties window to name the report set printing and page options subtotalling and totalling and when to start a new page See Setting report properties on page 205 for more details Sort Clicking Sort opens the Report Sort Order window Setting a sort option affects the whole report and sets what fields Payroll Premier will use to calculate a sub total See Sorting a report on page 211 for more details Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 202 mouse button Filter Clicking Filter opens the Report Filter window Filtering is a powerful report customising tool that allows you to specify exactly what appears on a report You can filter by date activity employee or Edit Clicking Edit puts you in edit mode and allows you to preview and edit the report Payroll Premier enables the Filter Add Delete and Font icons only after you have clicked Edit Report To edit any field on the report click to select the field and choose Activities menu gt Edit Item or click the right any other criteria that you specify You can create almost any kind of report you want See Filtering a report on page 207 for details Delete Clicking Delete allows you to delete a selected item fiel
55. T Walker Carol Carrier Aaron Harding Glen Homes Andrew Houle Benoit Jensen Brett Jensen Brett Kerekes Ken Lucinda Cate Madrid Jennifer Mitchell Janie Risky Marcus Risky Marcus Rodrigo Norman Steele Lyall Tumer Britta Veres John 101 T Aiken Keith Email is missing for employee no errors with super funds co ownkeen wo oo k E D D E E D D AD ED ED ED E D A AD ED ED ED ED E E A OE The Valid for export column either displays whether or not the employee s data is valid for the export If you click on an invalid employee which is displayed in RED the reason why the employee s data can t be exported is displayed in the right hand side area 4 optional Click Preview Payroll Premier displays the Super Data report This report allows you to print out all the invalid employees with Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 150 error message so that you can use the report to fix the errors before you try exporting again RENATE PTE titty ile View Zoom ajala Page Mo Across TE Down fi 4 Zoom fi00 Zoom 7 Quick Computing Solutions Pty Ltd Date Range From 1 APR 2000 To 1JUL 2014 Name Emp No APRA SMSF Fund Name USI Amount Cont Type Error Messa
56. User Guide NAT NAT NAT NAT NAT NAT NAT NSW NSW NAT NAT 1JAN 10 26 JAN 10 2 APR 10 3 APR 10 5 APR 10 26 APR 10 14JUN 10 24UG 10 40CT 10 25 DEC 10 27 DEC 10 New Year s Day Australia Day Good Friday Easter Saturday Easter Monday Anzac Day Queen s Birthday Bank Holiday Labour Day Christmas Day Boxing Day eA Close Insert Delete COLES Holiday Calander While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 64 2 Click Insert amp Record Will Be Changed Jurisdiction State Oact OSa State Onsw Owa 2 Cancel vic ONT Local Olca OLD OTAS Description Date E 8Mar10 Observe Notes 3 In the Jurisdiction section select the attribute of the public holiday State or Local If select State then choose which state that the public holiday applies to in the State section Enter the Description of the public holiday Enter the Date of the public holiday 4 5 6 Tick to select the Observe checkbox if you want to activate the public holiday 7 In the Notes field enter more information describing the public holiday if neccessary 8 Click OK Chapter 3 Setting up and updating your company and employee data Page 65 The Leave Planner also allows you to record school holidays H
57. W List Super Funds eauso E Account Number Rankinn Datails fnr this Sunar Fined a AMP Super GUH Superfund 055874512 Enter the details for each superannuation Gaze ous Chip aber j HT aze Retirement Super Fun ss fund Click the Notes tab to add any Gaze Standard Super Fund 847510ss additional information National Mutual QB321654 SGIC Super AD Q654987 SRI Standard Super Fund Qss847455 Click Super Funds and choose New or Edit or double click an existing fund to edit the details Super Funds v trvdies Chapter 3 Setting up and updating your company and employee data Page 69 Superannuation preferences You set up your default superannuation calculation details through the Configuration Wizard when creating a new company You can then edit these defaults from the Preferences window 1 Choose File menu gt Preferences Payroll Premier displays the Preferences window 2 Click the Super icon 3 Select which employee types the superannuation threshold applies to The superannuation threshold is the minimum amount that employees must earn before you have to pay employer superannuation for them 4 Enter the Statutory Super percentage This is the minimum superannuation contribution you must make on behalf of each employee Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or
58. a previous installation a new location suggested by the Installer or a folder of your own choice Windows Vista Windows 7 and Windows 8 users should not use the default destination directory i e Program Files QPRollv23 Create or select a different directory for your Payroll Premier installation For more information see the Payroll Premier 2014 15 Installation and Upgrade Guide that came with your software To begin the installation of Payroll Premier Page 13 Registering Payroll Premier You have up to 21 days from installation to register Payroll Premier 1 Choose Activities menu gt Register Payroll Premier to activate the Register Payroll Premier wizard 2 Follow the onscreen instructions Although the wizard will guide you through the registration process you can press the F1 key to see in product Help on the subject Working with the multi user version of Payroll Premier l Before proceeding you should have E e Installed and registered Payroll Premier multi user version on your main Payroll Premier PC e Created a new company data file or upgraded your existing data file e Installed and registered copies of Payroll Premier on the relevant network computers You now need to perform the following tasks on each network computer running Payroll Premier e Map the network drive e Link Payroll Premier to the data file Payroll Premier 2014 15 User Guide While we try to provide you with the solution
59. age 10 Welcome Read the notes that identify what you need to do before beginning setup Once you re ready to begin click NEXT Last minute release notes Read the notes that identify important aspects of the new version of Payroll Premier Payroll Premier Installation Key Enter the Installation Key Code you Code received when buying this software Chapter 1 Installing Payroll Premier If you don t have enough disk space or are running other programs you might experience some issues with your installation To avoid this you should follow the suggestions on this page before starting You may need to perform certain tasks before and after the installation This identifies to the Installer that you are a legitimate owner of the software Page 11 Licence Agreement Click Yes to acknowledge the terms of The Installer cannot install the the licence agreement program unless you agree to the terms and conditions in the licence agreement Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 12 Select Destination Directory Ready to Install Chapter 1 Installing Payroll Premier Specify where to install your Payroll Premier version Click Next to install the software You can decide whether to install over
60. ake payments manually or use another accounting program that doesn t import Payroll Premier data In such cases you can use Payroll Premier s reports to provide you with information that you need The Banking reports provide you with all the information you need to pay your employees whether they are paid by cheque cash or EFT Each banking report shows e The employee s name and number Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 142 The employee s bank details The type of bank split for example Cash Cheque or EFT The amount to be paid to cash cheque or EFT Furthermore Chapter 4 Preparing and processing your payroll The Cash Breakup report shows you how much to pay each employee broken down by the number of each currency denomination required per employee The Print Cheque report shows you each employee that is being paid an amount by cheque and the amount to pay them The Print EFT Direct Debit report shows you each employee that is being paid via a transfer to their bank account and the amount to pay them The Banking Print All report combines all of the above information The cash transactions are shown first followed by cheque transactions and finally by any EFT transactions You can print pay slips to gi
61. ancial year i e from 1 July to 30 June of the following year The tax related reports are e Activity statements e PAYG tax e Payment summaries e Payroll tax In some cases the Date Paid and the Pay End Date may be the same date In other cases the Date Paid may fall within the pay period which is normally the case for monthly paid employees However where the scheduled Date Paid is after the Pay End Date the preference within Preferences menu gt Printing should be set to Date Paid This is because a pay period may have a pay end date in one financial year and the date paid for the same pay appearing in another financial year Using the Reports List A major access point for Payroll Premier reports is the Reports List You can use the Reports List to open edit add Chapter 6 Working with reports in Payroll Premier Page 193 delete copy and print reports To open the Reports List choose Reports menu gt Reports List The Reports List window displays a list of the preset reports and any reports that you have created customised or renamed Select Report To Print Tabs on the window s left Employee organise reports into a series of categories from which you can choose the type of report you wish to generate The User Defined tab lists any new reports that you add or preset reports that you modify Employee Report Employees List Report Sort order and filter changes that you make to reports are avai
62. apter shows you the Payroll Premier basics on Upgrading your data file from a previous version If you already have a data file from a previous version you can get Payroll Premier to convert it so it works with the current version Creating a new data file If this is your first time using Payroll Premier you ll need to set up your data file using the Company Wizard The Company Wizard helps you enter information about your company so that you can begin working with Payroll Premier as soon as possible Setting up preferences using the Configuration Wizard To further define how Payroll Premier will work for your situation you need to specify features that you want to use and set up basic default values Setting up awards optional Awards are a way of grouping the same data you would include for an employee to apply against a new employee during setup This speeds up the task of setting up an employee Setting up an employee You need to record basic information about each employee you have on your payroll This is made easy with the Payroll Premier Employee Wizard Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 46 e Setting up the Leave Planner optional You need to set up the Leave Planner in Payroll Premier to be able to see
63. arily resolve or be suitable to meet your specific circumstances Page 226 If you re connected to the Internet you can access the Reckon website directly from the Help menu in Payroll Premier Reckon Accredited Partners Developing a strong knowledgeable network of professionals is an important part of our commitment to delivering exceptional support to our Payroll Premier customers Whatever your individual needs may be Reckon has an expert to help The Reckon Accredited Partners referral service is free The professional you select will provide you with information about their fees If you are an accountant bookkeeper or computer consultant consider becoming a member of this unique community To find a Reckon accredited partner or to become one yourself visit the Reckon website Details for contacting Reckon Australia are provided below Talking to a technical support representative Be prepared when you call If you need to call for assistance you will get an answer quicker if you e Make sure you have registered your copy of Payroll Premier and have your registration details and customer ID number ready It s a good idea to have written this down in the front of this User Guide following registration Chapter 7 Solving problems and getting product support Page 227 e Are at your computer with Payroll Premier running e Try to remember the windows you opened and the tasks you did before encountering the problem Know
64. ave Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page vi Preparing a pay with commissions or bonus payments 113 Preparing a pay with RDOs 115 Preparing a pay with time in lieu 119 Preparing a pay with Paid Parental Leave 122 Processing the pays 127 Emailing pay slips and payment summaries 132 Preferences Email 132 Employee Record Personal Tab 137 Generating Emails 139 Making your payroll payments 141 Making payments through Reckon Accounts 142 Making payments manually using reports 142 Making payments by electronic funds transfer 144 Exporting superannuation payments 148 Printing and lodging your original payment summaries 152 Printing payment summaries 153 Printing payment summaries for a single employee or a range of employees 156 Amending payment summaries sent to the ATO 157 Lodging your ATO payment summary copies electronically 159 CHAPTER 5 PAYG AND WITHHOLDINGS 165 The PAYG withholding system 167 How do report my PAYG withholding 167 How do make my PAYG payments 168 Table of Contents Page vii Voluntary agreements 168 Labour hire workers 170 Withholding where ABN not quoted 171 Tax File Number TFN not provided 172 Non residents 174 Horticulture industry 175 Workers Compensation and WorkCover 175 Child Sup
65. ax scale Employees exempt from the requirement of providing a TFN Children under 16 who do not earn enough to pay tax Employees who receive a service pension from the Department of Social Security or Department of Veteran s Affairs This does not include Newstart Sickness Partner or Parenting Allowances Job Search or Special Benefit e Employees in the process of getting a TFN If the employee has lodged a TFN Application Enquiry form with the ATO you must allow 28 days for them to give you their TFN During this 28 day period you must treat their TFN declaration form as if a TFN has been supplied If the ATO issues the employee an Interim Notice you should continue to treat them as if a TFN has been supplied See the table below for the alternative and or interim TFNs you need to enter depending on the status of the employee Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 172 000000000 The employee does not provide a tax file number Select the Tax File Number Not Provided tax code 111111111 The employee has applied for a TFN Update the employee s TFN when it becomes available If the employee does not provide a TFN within the 28 day period allowed change the TFN and tax code to not provided 333333333 T
66. axable to be added to the net after tax is calculated select Yes in the Ex Tax column If the commission or bonus is taxable to be added to the gross before tax has been calculated select No gt To add a new line click Insert or tab to a new line Enter details as per the above To delete a line select the line and then click Delete Click OK to confirm that you actually want to delete the line gt If you adjust the tax manually Payroll Premier will place a tick in the Manual Tax check box at the bottom of the window To revert to the calculated amount remove the tick from the Manual Tax check box 4 Enter or modify other pay details if required and then click OK When you have made the modifications required the next step is to process the pays Choose Activities gt Process Pays to open the Process Pays window Preparing a pay with RDOs Payroll Premier tracks the accrual of Rostered Days Off RDO using the Special Leave option The actual accrual details may vary due to the number of hours worked in a day the number of RDOs given to the employee each year or if they are paid fortnightly or monthly Chapter 4 Preparing and processing your payroll Page 115 To set up an employee to accrue RDOs 1 Choose Lists menu gt Employees Payroll Premier displays the Employee list Double click an employee to edit their details Click the Leave tab Choose Special Leave from the Leave Type drop down list on the first avai
67. aying the employee using the spreadsheet method Payroll Premier will display the Spreadsheet Entry window Click the drop down list arrow in the Details column to display the Pay Details window 3 If the pay covers more than one pay period enter the number of pay periods in the PayPeriods box For example enter 4 if you are paying an employee four weeks annual leave in advance 4 Click the Deduction tab and enter or edit any deductions to be taken from the employee s pay for this pay run Chapter 4 Preparing and processing your payroll Page 99 Do not use deductions to record salary sacrifice this is done through the superannuation section Deduction Select the deduction to be taken from the employee s pay If a deduction name you need is not on the list type in the name and then press Tab Click Setup on the Quick Add window to add the deductions to the Deductions List When you select an existing deduction Payroll Premier will automatically enter the defaults for the deduction ae Enter the ID for this employee s deduction By entering an ID it becomes easier to identify the deduction for a particular employee on a report Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 100 If the deduction is tax deductible for the empl
68. ayment Summaries Chapter 4 Preparing and processing your payroll Page 139 Note The No ABN Payment Summary cannot be emailed Email generation window The title bar for this window is named e Email Pay Slips when pay slips have been selected or Email Payment Summaries when payment summaries have been selected When emailing pay slips Employees listed in the Email Pay Slips window are those who have been configured for email in the employee record and where the employee has received a pay in the selected date range The Email Pay Slips window gives you an opportunity to select all some or no employees for email When no employees are selected for email and you click OK the Report Writer window will appear again If you select one or more employees and then click OK Payroll Premier will make a request to the email program Microsoft Outlook When emailing payment summaries Employees listed in the Email Payment Summaries window are those who e have been configured for email and Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 140 e have received a payment summary for the selected year and e are due for one of the following types of payment summaries INB Payment Summary ETP Payment Summary gt Business and Pers
69. b In providing you with information which may relate to relevant legislation Reckon is not engaged in rendering legal accounting or other professional services and that nothing in the Software constitutes taxation financial wealth management superannuation or other professional advice Legal accounting or other relevant professional advice should be obtained before taking any action in reliance on this Software c While relevant reports produced using the Software will be compliant with legal requirements at time of release as these requirements may change from time to time you should confirm compliance with your professional adviser before relying on any such reports Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 236 d The help contained in this Software is not a substitute for obtaining the appropriate independent professional advice If legal advice or other expert assistance is required you should seek the service of the appropriate competent professional Third Party Online Services The Services may contain access to or features that interface with third party online services Third Party Online Services Where Third Party Online Services are available separate terms and conditions with the provider of the Third Party
70. ce details as applicable within the required period the Software may continue to operate but with impaired functionality or you may not be able to access the Software at all including printing out or viewing any of your data or records and e Reckon has a sunset policy which means that technical support is not available for some older versions of the Software This includes the ability to install or re install that Software for any reason if you have lost your installation key code for those old versions If you wish to continue using the Software in those circumstances you will need to purchase a new copy of the current version of that Software e Data Collection amp Privacy You acknowledge that Reckon collects information from you when registering activating and validating the Software and when you use the Software including technical support For details on how we collect use disclose and store your personal information and how you can contact us if you want to access or correct personal information please refer to Reckon s Privacy Statement on our website By activating and using the Software you consent to Reckon s collection and use of the information collected from you in accordance with Reckon s Privacy Policy Use of Software is not provision of professional advice a The information contained in the Software may contain features designed to assist you in complying with the requirements of relevant legislation
71. clicking the Properties icon on the toolbar e Report Writer Activities menu by selecting the Report Properties The Report Properties window has four tabs Chapter 6 Working with reports in Payroll Premier Page 205 e General Allows you to specify a name for the report paper size whether it will print to paper or to an export file and if you wish to add it to memorised reports e Page Alignment Allows you to specify the orientation printing start position and printing scale e Totals Allows you to specify how to deal with totals included in reports This includes whether to include some fields in calculations for totals whether to print them or reset sub totals e Paging Allows you to enable disable auto paging divide pages and specify section heights An additional Export tab appears when you select the Export radio button on the General tab This allows you to specify the file name type separators and terminators used for an export file A Report Propertie p ig You can enable the Export tab by selecting the Export radio button on the General tab r Report Settings Output To Name Leave Taken Report C Printer Paper Size 44 Small 210x297 mm v Add To Memorised Reports Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet
72. d image or other object on the report See Deleting an item on page 220 for details Font Clicking Font allows you to change the font of any columns headings and fields on a report See Changing the font properties on page 213 for details Filer Add Clicking Add opens the Object Properties window which allows you to add a column data field calculated field text image box or line See Adding and changing fields or graphics on page 213 Chapter 6 Working with reports in Payroll Premier Page 203 Previous Clicking Previous displays the previous page of a multiple page report Clicking Next displays the Next next page of a multiple page report Zoom Clicking Zoom allows you to zoom in on a report You can select the viewing size 100 zoom means you want to see the report at the same size as it will print out 50 Zoom means you want to view the report at 50 of its actual size Print Clicking Print opens a print window that lets you specify the report pages to print and how many copies before actually printing the report Save Clicking Save allows you to save a new report or save changes you have made If you are modifying a preset default report you will be able to save your edited version as a memorised report To include the report in the Memorised Reports List click the Add to Memorised Reports check box If you have made changes to a preset default report when you click Save a message will ask you if you
73. d Details Award Payment Detais Timesheet Payments Employees Award Name Cancel Department i Insert Pay Period weekly z Delete Super Type Percentage z 3 Percentage 35 Annual Leave Loading ooo Leave Type Start Accruing After Accrual Details Number Every Period Accrue Hrs Annual Leave 3 00 Pays tales 4 0000 Long Service 5 00 Pays 1 00 Pays 45 0000 Personal Leave 0 00 Pays 1 00 4 0000 Awards are optional unless you want to pay employees using the Timesheet method If you only have a few employees or your employees don t share many details in common you may decide not to set up awards However setting up awards will mostly save you time in the long run When applying an award to an employee Payroll Premier will transfer the following from the award to the employee record e Department e Pay period e Superannuation calculation Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 38 e Leave accrual details e Allowances optional e Additional pay rates optional e Shift pay rates required only for timesheet awards Once you create awards it is easy to add a new employee or change pay details for a group of employees Setting up your employees As an employer you must obtain and t
74. d sundry items You may find it easier to enter these items through the Lists menu Preparing your payroll You can begin preparation for processing your payroll once you ve finished entering all of your company and employee information This includes e Selecting the employees to include in a pay run e Entering hours worked for employees paid using the Timesheet or Spreadsheet method e Modifying an employee s hours and other pay details as required Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 40 You do this from the Pays Summary window The Pays Summary window controls the processing of all pays All your employees pays are displayed here allowing you to see exactly what each employee will be paid before you actually process the pays k gt Pays Summary For All Employees 2 Hamp Dean Carol 4 Hardman lan Greg 6 Kerekes Ken Brett Aaron Benoit Britta John 84 Mowser Dave 85 Lucinda Cate Tech Supporl Fortniahtly 5 00 _ 25 00 1755 75 _ 374 00 Prepare Pays 7 Activities ov Reports v Show All Employees zl If all your employees receive the same wage each pay period with no variations in hours deductions allowances and so on you only need to click Process Pays from the Activities menu bu
75. de to a new full version and pay for the postage associated with sending the CD to you Clauses 4 d and 4 g outline when Reckon may charge you a fee for the provision of a replacement key code and more importantly when a replacement key code will not be provided by Reckon due to the operation of Reckon s sunset policy b Termination by Reckon for breach Reckon may terminate this Licence if you are in breach of its terms or as otherwise set out in this Licence c Survival Clauses 2 6 8 9 and this clause 10 will survive the termination of this Licence Termination of this Licence will not prejudice any right which Reckon may have or but for the termination may have had against you for a breach of this Licence d Things you must do upon termination Upon the termination of this Licence you or your representative must promptly uninstall the Software from your computer destroy the CD User Guide and related materials and any copies of them in your possession or control or return or dispose of them in the manner directed by Reckon Upon written request from Reckon you agree to provide a Statutory Declaration to Reckon that you have complied with your obligations under this clause 10 d End User Licence Agreement Page 247 11 SUBSCRIPTION TERMS If you have purchased a subscription version of the Software this additional clause 11 will apply a Entitlement to Upgrades and Updates During the period for which you have paid subsc
76. details If you don t have all information at hand you can add it later by choosing File menu gt Company Information If upgrading from a previous Payroll Premier version setting up your data file involves upgrading your old data file rather than creating a new one from scratch Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 34 Press F1 while the Company Wizard or any other window is open for further information on each step This will display Payroll Premier in product Help with instructions for that specific step Setting up your preferences Once you finish entering company information through the Company Wizard Payroll Premier starts the Company Wizard Company Details J lt Previous Company Quick Computing Solutions Pty Ltd Trading Name Quick Computing File Name Street 1 Street 2 City Suburb State Postcode C PROGRA 1 QPROLL 1 Data J 12 Yardley Terrace Pyrmont JN sw zj m Configuration Wizard This wizard enables you to specify the features in Payroll Premier that you plan to use As is the case with all of Payroll Premier s wizards you can change the information later from the Payroll Premier preferences The Configuration Wizard helps you to set up al
77. dow Chapter 6 Working with reports in Payroll Premier Page 215 Alternatively you could select the column and then choose Edit menu gt Edit Item 2 Click Advanced and then select or enter the position of the column in the Position of Field on List drop down list Changing column width Click the dividing line for the column and drag it to your desired width When youchiok onite First Name Department column divider your cursor Greenland Michael General Manag will change into the double Katsiotis Melissa Helen Software Sales arrow Drag the column to Paul Sg the desired width CD Tina d This is similar to the way you would work in an Excel spreadsheet Aligning fields The Align Fields window allows you to line up data and text fields boxes lines and graphics or make them all the same width height or font This feature is particularly useful when you are adding new fields or items to a report 1 Select the first field you want to align Payroll Premier will place a group of red dots around the selected field Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 216 2 Press the Ctrl key then select the other fields that you wish to align Payroll Premier indicates the selected fields or items by blue dots 3 Cho
78. e on page below for details about the tax table to choose Payroll Premier will apply the correct calculations for tax when you process the employee s pay What tax scale do choose For Payroll Premier to include SFSS and or HELP liabilities in its tax calculations you need to choose a tax table that applies to the employee s situation The table below identifies the tax table to choose according to a scenario HELP debt but is not claiming the tax free HELP TFT Not Claimed threshold Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 186 HELP debt and is also claiming the tax free HELP TFT Claimed threshold HELP debt but is not an Australian resident HELP Non Residents HELP debt and can claim a full Medicare HELP Full Medicare Exemption exemption HELP debt but can claim a half Medicare HELP Half Medicare Exemption exemption SFSS debt and is not claiming the tax free SFSS TFT Not Claimed threshold SFSS debt but is claiming the tax free threshold SFSS TFT Claimed SFSS debt but is not an Australian resident SFSS Non Residents SFSS debt and can claim a full Medicare SFSS Full Medicare Exemption exemption Chapter 5 PAYG and withholdings Page 187 SFSS debt and can claim a half Medicare exemption HELP and SFSS d
79. e correct By default this should be C QPRollv23 DATA filename QPW filename is the Data File Name of your data file 3 Check that the location you are copying to is correct Preferences and click the Files icon Under Backup Details choose a default drive letter and a You can change the default backup path and file name in your preferences Choose File menu gt y name for the backup file In most cases you shouldn t need to use the Browse button to specify the backup path and file name it s just there for advanced users who may wish to specify a different location from the default Chapter 1 Installing Payroll Premier Page 19 4 Click OK If there are already backup or other files at the backup location Payroll Premier will ask if you want to remove erase those files 5 Click Yes when prompted to back up your data files and reports ee Creating a backup routine Backup then choose Backup Procedures Using the Payroll Premier automatic backup Backup then choose Using an automatic backup Keeping Payroll Premier up to date To use Payroll Premier successfully you should make sure that you have the latest tax scales and upgrade of the program Occasionally we issue a maintenance release for an existing version of Payroll Premier This can happen if we update a feature or need to change the software to meet some new legislative requirement Therefore you should periodically perform an update to ensure that
80. e details have to be entered right now The Employee Wizard will inform you if you have not entered mandatory information at each step You can add or change any of the employee details later through the Employee record You can also create a new employee record through the Employees List although we strongly recommend that you always use the Employee Wizard that way you won t overlook any of the steps involved Chapter 3 Setting up and updating your company and employee data Page 57 Creating a new employee Employee Wizard Personal Details Title Ms x First Namefs Brett Middle Init i 4 Noma Surname Jensen Home Ph J fos 8234 5678 Spreadsheet Gender Female x DOB 28 01 1958 Bl C Timesheet Pay Employee Using Email Address biensen mycompany com au Pay Slips Payment Summaries Street 1 8th Floor l z Street 2 99 Anystreet City Suburb Adelaide State SA x Postcode 5000 1 Choose Wizard menu gt Create New Employee Follow the onscreen instructions 2 Click Next when you finish entering information on a page of the wizard 3 Click Previous if you wish to return to a previous page of the wizard Press F1 while the Employee Wizard is open for further information on each step 4 Click Finish when you have completed all of he steps in the wizard Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above
81. e to meet your specific circumstances Page 238 iv sell market network transfer lease license sub license rent lend or otherwise dispose of or distribute the Software or use the Software to provide any Internet based services including a bureau or hosting service d Licence verification Upon written request from Reckon including by e mail you agree to provide Reckon with a signed certificate i verifying that the Software is being used fully in accordance with this Licence including user and machine limitations and ii listing locations types and serial numbers of equipment on which the Software is run You agree to allow Reckon to use and disclose any personal details provided to Reckon in connection with this Licence in accordance with Reckon s then current privacy policy displayed on Reckon s website e Audit rights Reckon may also audit the number of copies of the Software in use or possession by you the equipment on which the Software is installed or used and the number of users using the Software Audits will be conducted in your normal business hours or upon reasonable prior written notice at Reckon s expense If the audit reveals underpaid or unpaid fees due to Reckon you will be invoiced for them based on Reckon s then current price list and if these exceed 5 of the licence fees you have already paid you will also be invoiced for the cost of the audit 3 BACK UP amp DATA RETENTION a Back up
82. ebt but not claiming the tax free threshold HELP and SFSS debt and claiming the tax free threshold HELP and SFSS debt but is not an Australian resident HELP and SFSS debt and claiming a full Medicare exemption HELP and SFSS debt and claiming a half Medicare exemption Payroll Premier 2014 15 User Guide SFSS Half Medicare Exemption HELP SFSS TFT Not Claimed HELP SFSS TFT Claimed HELP SFSS Non Residents HELP SFSS Full Medicare Exemption HELP SFSS Half Medicare Exemption While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 188 WORKING WITH REPORTS IN PAYROLL PREMIER Working with reports in Payroll Premier Accessing reports in Payroll Premier Using preset reports in Payroll Premier Creating a new report from scratch Customising the look and contents of reports Reorganising your report Printing and exporting reports 190 191 195 198 200 214 220 Payroll Premier s reports provide you with the information your need to manage your company s payroll operations This chapter provides an overview of how to work with reports in Payroll Premier so you can better perform your payroll functions Working with reports in Payroll Premier Payroll Premier includes a powerful report writing feature that allows you to access all sorts of information abou
83. eckon if you wish to re install the Software for example if you would like to install the Software on a new computer or if you have a hard drive failure and need to reload your Software and v provide to Reckon the details of your installation key code and product key code for the Software as part of the reactivation process You agree to activate or reactivate the Software within a reasonable time or within such time as the Software prompts you to do so b Key codes Each copy of the Software is provided with a unique installation key code which may appear on the packaging or the cover of the media on which the Software is contained You should keep the installation key code safe As per clause 4 a v you will be required to provide your installation key code to Reckon when you reactivate your Software c Manner of verification You must verify your licence details in the manner required by Reckon from time to time which may include email or on line registration via the Internet The Software may prompt you as to the required manner of verification d Charges for reactivation Reckon will not charge you to activate the Software initially or to reactivate your Software when you verify your licence details or renew a subscription unless you have lost your installation or licence key code You need both your installation code and your licence key to be able to reactivate the Software Reckon may charge you a fee for technical support to
84. ection choose the default display mode for the Planned Leave window Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 62 gt Summary if you want to show the total hours of leave taken available and adjusted for the entire planning period gt Detail if you want to show the hours of available leave taken available accrued and adjusted for each month in the plannning period The display mode can be changed using the Summary Detail radio button in the Planned Leave window 7 Click OK When planning the leave public holidays and weekends will be deducted from an employee s leave application Each year the public holidays fall on different days So at the beginning of every year it s a good idea to update your public holidays within the Leave Planner To set up a new Public Holiday 1 Choose Actions gt Public Holidays Chapter 3 Setting up and updating your company and employee data Page 63 The Browse the Public Holidays window opens amp Browse the Public Holidays By Date ley Jurusdiction By Description Obs Jurisdiction State Date Description PA National National National National National National National Local State National National KIKIKI Payroll Premier 2014 15
85. ed before upgrading This enables the Upgrade Wizard to detect your old data file for upgrading 1 Open Payroll Premier The Upgrade Wizard starts automatically the first time you open Payroll Premier You can also start the Upgrade Wizard on subsequent occasions by choosing Wizard menu gt Upgrade From Previous Version 2 Click Next Payroll Premier locates the previous version data files and gives you the opportunity to convert them to the current version Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 48 a Upgrade Wizard x This is the Upgrade Wizard This wizard will guide you through upgrading from a previous version of Payroll Premier Itis STRONGLY ADVISED to use this wizard to copy your existing data from a previous version This wizard will allow you to also copy existing reports Click Next to continue Payroll Premier will leave your old data file unchanged in the previous version file folder 3 Follow the onscreen instructions The wizard allows you to select the data files and reports you wish to upgrade gt Click Next when you complete information on a page of the wizard Click Previous to return to a previous step 4 Click Finish when you complete all the steps Your data files and reports ca
86. een opened Click OK to continue Use the sample file to acquaint yourself with Payroll Premier s features If this is your first time using Payroll Premier we urge you to run Payroll Premier in parallel with your l existing system for at least four pay periods Then you can compare results to ensure that you are E using Payroll Premier correctly There are eight stages to setting up and processing your payroll using Payroll Premier The first four stages are setup tasks that you should only need to do once and then amend from time to time when employee details change Setting up your system correctly is the key to good payroll management The stages of processing payroll are e Setting up your company e Setting up your preferences Chapter 2 Introduction to Payroll Premier Page 33 e Setting up industrial agreements optional e Setting up your awards optional e Setting up your employees e Preparing your payroll e Processing your payroll e Making your payroll payments e Performing end of year tasks Setting up your company You need to create a new data file the first time you use Payroll Premier The data file stores company related information that you will need throughout the payroll process This includes company name and address phone number Australian Business Number ABN and banking information Setting up a new data file involves using the Company Wizard which guides you through the process of entering relevant
87. elect Custom if you want to change the From and To dates These two dates represent the beginning and ending date for the report which Payroll Premier populates automatically based on what you selected from the Dates drop down list If you select Custom from the Dates drop down list you can enter the dates directly or click the drop down list to display the Q Calendar window The Custom field is the drop down list to the right of the 7o field The title of the custom field changes depending on the report you are previewing For example if you are previewing the PAYS report this field will change to Employee and will contain the status list The Custom field allows you to select an additional filter from the drop down list resulting in a report with a more limited scope Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 208 If creating a payment summary report the ATO requires you to generate a report based on the Date Paid This avoids a situation where a Date Paid and Pay End Date fall in two different financial years because actual payment occurs a day or two after the pay period You need to define this setting from the Preferences window rather than on the report itself Choose Edit menu gt Preferences to open the Preferences wind
88. employees who want their payroll payments directly deposited into their bank accounts e Calculating an employee s termination pay Payroll Premier also does things that you couldn t do manually such as e Creating custom export files to export payroll data to other accounting programs e Creating a file to be used to send your payment summary data electronically to the ATO Payroll Premier provides reports that show you where you stand each week with your payroll It also gives you the ability to create your own reports if you find that you need additional information Payroll Premier is packed with features yet its easy enough for a novice to use You can quickly set up your company and employee details and start paying your employees the same day that you purchased the program Then as you use Payroll Premier and become more comfortable with its features you will find that you can Chapter 2 Introduction to Payroll Premier Page 25 automate more of your payroll processes Finding your way around in Payroll Premier The Navigator The Payroll Premier Navigator is your starting point for finding Payroll Premier features including activities lists and reports This central location gives you easy access to the most important parts of Payroll Premier Click here to close the Navigator windows Select a Navigator section or an open window from the panel on the left The most commonly used reports for this area are displayed f
89. enoit 23 Doyle Patrick 39 Turner Britta 54 Veres John 84 Mowser Dave 85 Lucinda Cate 4 5 6 11 12 13 18 19 20 25 26 27 kaika a CS KS a a DKS KS November 2010 November 2 2 M 108 Harding Glen 1 2 3 4 5 M 203 Steele Lyall 7 8 9 10 11 12 M 205 Mitchell Janie 14 15 16 17 18 19 M 306 Risky Marcus 20 21 22 23 24 21 22 23 24 25 26 27 28 29 30 28 29 30 M 307 Homes Andrew el Close 2 Select a date on the calendar then right mouse click and select Insert Chapter 4 Preparing and processing your payroll Page 109 Record Will Be Changed Empl a mwee Select 306 LF kii Risky Marcus Marketing z 15 St Andrew St Rudalmere x Cancel Start Date 1 05 10 F End Date 28 05 10 F Type Annual Leave 1 05 2010 to 28 05 2010 is 28 days With no public holidays Less 8 days that are weekends T otal is 20 days of Annual Leave taken 113 hours 5 67 hrs day 28 d f the holid during school holidays is 2838 hrs 3 Select the Employee from the drop down list 4 Enter the Start Date and End Date that the employee plans to take leave The information displayed in the boxes explains how the leave has been calculated 5 Click OK Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circ
90. er A Empdupe 2 Click the Supplier Details tab and check that the company details are correct Create EmpDupe File for the ATO Payroll Premier will use your company information you already have on file to pre fill many of these fields 3 Click the Advanced tab Payroll Premier displays a list of all employees who have payment summaries that you can include in the EMPDUPE file Chapter 4 Preparing and processing your payroll Page 161 Create EmpDupe File for the ATO Empdupe Details Supplier Details No Name Walker Carol jardman lan Scratchley Greg Kerekes K Jensen Brett Canier Aaron 7 Houle Benoit Tumer Brita 34 Mowser Dave Lucinda Cate 306 Risky Marcus Homes Andrew Z Z iv A A iv uA A iv iv iv lv L 8 lt lt lt lt 4 4 Select the name of each employee whose payment summary you wish to include on the EMPDUPE file Payroll Premier selects all employees in the list because it assumes that you will include payment summaries for all employees in the EMPDUPE file If you only wish to include payment summaries for one or two employees z zzzzzzz4z lt lt zz ZZZZZZZZZZzZzZz ZZZZZZZZZZZZZ ZZZZZZZZZZZZ Close E Select None Payroll Premier selects all employees by default You need to clear the ticks for any employee s payment summary you don t wish to include in your EMPDUPE file make sure you clea
91. ersion of the Software which contains minor enhancements b Applicable law This Licence is governed by the laws of the State of New South Wales Australia and by agreeing to be bound by the terms of this Agreement you irrevocably and unconditionally submit to the jurisdiction of the courts of that State c Consumer Guarantees Is the consumer guarantees regime as set out in Schedule 2 to the Competition and Consumer Act 2010 Cth also referred to as the Australian Consumer Law or the Consumer Guarantees Act 1993 NZ as amended from time to time or other similar legislation of a state or territory of Australia or NZ respectively d Entire Agreement This Licence contains the entire agreement between Reckon and you in relation to its subject matter and supersedes any prior agreements and understandings whether written or oral e Evaluation Fee The fee set out on the pricing page of the Website at the relevant time to obtain an Evaluation Licence to use the Services on trial f Headings Clause headings are for ease of reference only and do not affect the meaning of this Licence g Third Party Applications and Technology When using the Services you may access third party applications and technology The terms of the third party s Licence will apply to your use of all such third party applications and technology Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that
92. es using the Q Date Calendar window 6 Adjust the hourly amount in the Amount column if necessary If the employee is eligible for leave loading the hourly amount will be grossed up by the leave loading percentage For example if the normal hourly rate is 10 per hour and the employee is eligible for 17 5 leave loading Payroll Premier will enter 11 75 10 17 5 in the Amount column If you adjust the tax manually Payroll Premier will place a tick in the Manual Tax check box at the bottom of the window To revert to the calculated amount click to remove the tick from the Manual Tax check box 7 Enter or modify other pay details if required and then click OK Once you have made any necessary modifications the next step is to process the pays Choose Activities menu gt Process Pays to open the Process Pays window Preparing a pay with commissions or bonus payments A bonus includes any lump sum payment made to an employee irregularly such as an annual bonus gratuities or back pay You must enter commissions and bonuses correctly so that Payroll Premier can calculate PAYG correctly on this amount Chapter 4 Preparing and processing your payroll Page 113 1 Choose Activities menu gt Prepare Pays to display the Pays Summary window 2 Double click the employee The Pay Details window displays pay details for the employee Payroll Premier displays the Spreadsheet Entry window if paying the employee by the spreadsheet method
93. etailed information for working in this window Enter Normal Pay Window in the in product Help Index for help on this window The Timesheet Entry window Payroll Premier displays the Timesheet Entry window if you pay the selected employee under the timesheet method This allows you to enter the shifts worked during the pay period The Timesheet Entry window is similar to the Normal Pay window except that it has Timesheet and separate Leave tabs instead of an Hours tab The in product Help provides detailed information for working in this window Enter Timesheet entry in the in product Help Index for help on this window The Spreadsheet Entry window Payroll Premier displays the Spreadsheet Entry window if you pay the selected employee under the spreadsheet method Use this window to enter hours for the pay period in a spreadsheet style To enter additional details click the Details drop down list arrow The in product Help provides detailed information for working in this window Enter Spreadsheet entry in the in product Help Index for help on this window Chapter 4 Preparing and processing your payroll Page 97 Examples of common payroll situations Let s take a quick look at the difference between the normal timesheet and spreadsheet methods The difference is essentially about how you enter employee hours Entering allowances deductions compensation sundry items commission bonuses and superannuation is the same across all methods
94. ew Report f xj lt Previous Next gt Leave The easiest way is to use the Reports Wizard The Reports Wizard takes you through the process of adding a new report step by step ensuring that you complete every step 1 Choose Wizard menu gt Create Reports The Create a new Report window opens 2 Follow the onscreen instructions Select the Add to Memorised Reports check box to save the report to the Memorised Reports List If you do not select this option Payroll Premier will only save your report to the User Defined tab in the Reports List Press F1 to access the in product Help for any open window Chapter 6 Working with reports in Payroll Premier Page 199 4 5 Click Finish when you have completed all the sections Payroll Premier generates the report and allows you to make any additional changes before saving it Make any changes that you see fit Click Save to save any additional changes Customising the look and contents of reports You can customise your reports to have your payroll data presented in a format that best suits your situation You can Change the type face font Adjust the width of a column Add or remove columns Change how Payroll Premier displays numbers Create or change subtotal groupings Change the sort order You can customise a report once it is open in the Report Writer and you have turned on Edit Mode The following sections show you how to perform basic edit functions
95. extra pay rates copied over from the selected classification to the employee select the Advanced checkbox WARNING By selecting Advanced and saving changes ALL EMPLOYEES ON THIS AWARD WILL HAVE THEIR PAY RATES OVERWRITTEN by the pay rates specified in the pay rates list that will appear Chapter 3 Setting up and updating your company and employee data Page 55 5 If paying employees according to the time they start and finish a work shift using the Timesheet method complete the Timesheet Payments tab For each shift complete a separate line Make sure you don t forget to allow for and enter unpaid meal and rest breaks Standard Details Award Payment Details Timesheet Payments Emplayees Shift Pay Rate PAIA Start Overtime Rate 1 Overtime Rate 2 Time Time _ After His After Hrs You can associate employees with the current award by selecting the Employees tab Employees can be easily moved between Industrial Agreements based on awards See Setting up Industrial Agreements on page 36 for further details The left hand side column displays employees that are not currently set to this award whilst the right hand side column displays those are set to this award Double click to select the employee you want to move the selected employee will be marked with a tick and turn green then click the gt gt or lt lt button to move the employee across Payroll Premier 2014 15 User Guide While we try to provide you
96. from Reckon s technical support team by telephone or email Reckon also provide a website with a database of support articles as well as a directory of Reckon Accredited Professional Partners Technical support options and Reckon services Reckon Advantage Reckon Advantage membership entitles you to free weekday technical and installation phone support product upgrades and special offers Terms and conditions apply For more information visit www reckon com au support Fee based services Reckon offers a number of support plans to meet your individual needs Timed Call Support A one off support call that is charged by the minute For instant help during business hours ring our telephone support service for the advice you need Data Recovery If your Payroll Premier data file becomes damaged we can provide data recovery service which is available for a fee Password removal If you forget your Administrator password we can remove your password so you can access your important data a service that is also available for a fee Reckon s website The Reckon website www reckon com au provides answers to many Payroll Premier questions important product updates and access to help through the Knowledge Browser an online technical support database Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necess
97. g the Report Filter window 1 Click the payroll item tab that you want to filter on the left side of the window Scroll up or down to display more payroll items 2 Select the field you wish to use as a filter from the Available Fields column Payroll Premier moves the field you select to the Filter field below 3 Select an operator command Refer to the in product Help for examples of operators Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 210 4 Enter a qualifier for the filter For example when you create a report showing employees paid more than 500 enter GROSS gt 500 In this case 500 is the qualifier 5 For a more complex filter select another operator and repeat the above steps 6 Click Save Payroll Premier generates the report using your filter options Sorting a report You can sort reports by one two or three columns For example Payroll Premier sorts the default Pays report by employee number first sort criterion and then by date second sort criterion You can change that for example to sort by employee name and gross pay From edit mode click the Edit Report icon whilst in an open report choose Activities menu gt Set Sort Order to open the Report Sort Order window and begin modifyin
98. g the sort options in a report Report Sort Order Sort By This Field W Save Employee Name z x Cancel Then By This Field JAmount Paid z Fund Name v Chapter 6 Working with reports in Payroll Premier Page 211 Sort By This Select the first field to sort the report by The fields available are the ones that have been Field placed on the report Then By This If you want to sort by another field as well select another field from the Then By This Field list Field To sort by a third field select a field from the last drop down list Subtotals The sort option affects the whole report and determines which fields Payroll Premier will subtotal on For example with employee number selected in the Sort By this Field list Payroll Premier will start a new subtotal each time the employee number changes This behaviour also depends on the setting you have for the Reset Sub Totals when option in the Reports Preferences The option you select from this drop down list affects the tasak Sub URE SED S sort order and subtotalling of your reports 1st Sort Field Changes Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 212 Changing the font properties You can change report fonts in any report
99. ge T Aiken Keith 101 No ABN set for super fund T Aiken Keith 101 Email is missing for employee T Doyle Patrick 23 No ABN set for super fund T Doyle Patrick 23 Email is missing for employee T Hamp Dean 2 No ABN set for super fund T Hamp Dean 2 Email is missing for employee T Hardman Ian 4 No ABN set for super fund T Hardman Ian 4 No ABN set for super fund T Hardman Ian 4 Email is missing for employee T Hardman Ian 4 No ABN set for super fund T Hardman Ian 4 No ABN set for super fund T Hardman Ian 4 Email is missing for employee T Mowser Dave 84 No ABN set for super fund T Mowser Dave 84 Email is missing for employee T Scratchley Greg 5 APRA SGIC Super 7950 26 SA No ABN set for super fund T Walker Carol 3 No ABN set for super fund T Walker Carol 3 Email is missing for employee Carrier Aaron 8 No ABN set for super fund Carrier Aaron 8 Email is missing for employee Harding Glen 108 No ABN set for super fund Harding Glen 108 Email is missing for employee Homes Andrew 307 No ABN set for super fund Homes Andrew 307 Email is missing for employee 5 Choose a location for the export data file Save the file in the default data directory created by Payroll Premier or click Browse to save the file to a Chapter 4 Preparing and processing your payroll Page 151 location of your choice 6 Name the export data file The file must have a CSV file extension 7 Close the report preview 8 Click
100. ge 95 only You will certainly need to edit an employee s pay if you are to e Record hours worked for employees paid using the timesheet or spreadsheet method e Make changes to the employee s standard pay details Enter leave details e Pay bonuses and commissions e Make sundry adjustments If you identify changes that should apply to any pay period you should make the changes to the relevant detail in the employee record Remember that as part of the preparation process for processing a pay changes you make will only apply to the current pay period To edit an employee s pay select the employee right click and choose Edit Pay Payroll Premier will display a data entry window appropriate to the method you use to pay the employee selected in the Employee record e Normal pay method e Timesheet method e Spreadsheet method The Normal Pay window Payroll Premier displays the Normal Pay window if you pay the selected employee under the normal pay method Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 96 This window allows you to enter pay rates deductions allowances sundries commission and superannuation details for the current pay This is the most common method of entering pay details The in product Help provides d
101. hat you have entered into the Trial Version and ii if you wish to use the Software you must purchase a full version or subscription version of the Software c Entitlements You i are not entitled to Upgrades or Updates or any other software other than the Trial Version and ii may be required to pay for any technical support that you may require in relation to the Trial Version in accordance with Reckon s then current charges End User Licence Agreement Page 249 d Liability You acknowledge that subject to clauses 9 b and 9 c and to the full extent permitted by law Reckon excludes all liability to you for any loss damage liability costs or expenses suffered by you relating to the performance or non performance of the Trial Version or any breach of this clause 12 13 GENERAL a Some defined terms In this Licence Trial Version means Software that has been provided to you on a temporary basis in order to carry out a trial of that Software to determine whether you wish to use the Software on an ongoing basis Student Version means Software that is licensed to you as part of your educational institutions arrangement with Reckon or Software that you have purchased that Reckon has determined is a Student Version Upgrade means a new version of the Software which contains additional functionality or other enhancements Reckon will determine whether a new version constitutes an Upgrade or an Update Update means a new v
102. he employee is under the age of eighteen and earns 489 or less monthly Such employees are able to claim an exemption from quoting a TFN 444444444 The employee is a recipient of a social security service pension or benefit Such employees may be able to claim an exemption from quoting a TFN 987654321 The employee has quoted an incorrect or invalid TFN Update the employee s TFN when the correct one becomes available To apply a Tax File Number Not Provided tax scale 1 Choose Lists menu gt Employees Chapter 5 PAYG and withholdings Page 173 2 Select the employee and then click Edit Payroll Premier displays the Edit Employee window 3 Click the Taxation tab 4 Select the Tax File Number Not Provided tax rate from the Tax Scale drop down list 5 Click OK If you are not advised of the employee s TFN within 28 days and there is no interim notice you must deduct tax at the top marginal rate plus Medicare levy as explained above until you are provided with a TFN Non residents If an employee is a non resident you must apply the Non resident tax rates An employee is non resident if he or she answered No to the question Are you an Australian resident for tax purposes on the TFN Declaration To apply the non resident tax scale 1 Choose Lists menu gt Employees 2 Select the employee and then click Edit Payroll Premier displays the Edit Employee window 3 Click the Taxation tab Payroll Premier 2014
103. he program Chapters 2 through 6 give you a practical guide to setting up and using Payroll Premier The last chapter provides further support options Detailed information about features from the individual menus are available in the in product Help Other ways to learn about Payroll Premier There are other ways to learn about Payroll Premier e n product Help Get help on the window you have open by pressing the F1 key Extensive information on how to use Payroll Premier is included in the in product Help extending the introductory material you ll find in this user guide Choose Help menu gt How to use Help for information about how to use Help Payroll Premier uses WinHelp for its in product Help To run this on Windows Vista Windows 7 or Windows Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 2 8 refer to http support microsoft com kb 917607 This knowledge base article explains how to download a WinHelp tool for Windows Vista Windows 7 and Windows 8 that enables you to view a WinHelp file e Q Card This small yellow window of information displays in the toolbar and helps you complete tasks in the window that is currently open Choose Help Menu gt Q Cards to turn this option on e How Do menus How Do I icons display o
104. her as the file Type File Name Allowanc XLS IS Type General Export Page Alignment Totals Paging Terminator 13 Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 222 4 Enter a name for the export file Payroll Premier saves the file to the C Program Files QPRollv19 Reports folder by default You can save the file to a different location by typing the location with the file name For example enter A allowance xls after you select the Type of file to save a file named Allowance directly to a floppy disk 5 Select the type of file you wish to print the report to from the Type drop down list If you cannot choose the selected type of file choose Other This will allow you to specify what character should separate each item and what character should separate each record The characters need to be specified as ASCII values 6 If selecting Other enter the correct export setting based on the program for which you wish to export your report Refer to the target application s user guide for the correct export settings 7 Set the field lengths Some programs restrict the lengths of certain fields they can display such as an address field You can restrict the number of characters in a field to expo
105. ibutions that may flow through to the RESC are e Employer Additional e Salary Sacrifice e Statutory requirement where an employee is paid less than 450 a calendar month Setting up what superannuation is calculated on We now need to specify what Payroll Premier will apply the rate to This is mostly done through the Pay Rates tab on the employee record If using the timesheet method you will need to set these details up through an award Chapter 3 Setting up and updating your company and employee data Page 73 Histo Insurer Compensation NextOFKin Notes EBT ae Payment Summaries In this example Personal Company Dates Pay Rates owances a Super Banking Leave rca Superannuation is only applied to Normal hours Nanai Hous Houi Rate Time amp 1 2 Hourly Rate 0 00 Weekend Rate Hourly Rate too Ty and not to overtime or weekend rates Use Award Pay Rates I For employees paid GSR ESAS Tee Payment using the timesheet ris Shift Pay Rate staat Sofie Fale Rate 1 Gretna Fate method you indicate Time _ After Hrs Pay At Pay Rate _ Affer Hrs Pay At Pay Rate a Se 8 00AM ian Time T how superannuation toner Hours 01 00 is applied to the shift through the Timesheet Payments tab You will need to set up how superannuation applies to shift work and overtime from the Timesheet Payments tab For examp
106. ide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 242 and other payment services a superannuation choice facility online backup facility payroll services and a debt recovery facility technology hardware or application which may or may not be provided at an additional charge on a subscription basis measured for one year from the date of registration b Terms for Third Party Online Services Certain Third Party Online Services are not available for all versions of the Software For example in the case of bank statement download services not all banks provide services that connect to the Software Third Party Online Services are only available for 12 month periods for subscription versions and 24 month periods for full versions In the case of a full version access to Third Party Online Services in the second 12 month period may be subject to payment of the applicable charges In order to renew access to Third Party Online Services at the end of the 24 month period in the case of a full version you will be required to have purchased or upgraded to the latest version of the Software In the case of a subscription version you must have renewed your subscription Internet access is required for all Third Party Online Services Charges may apply for the use of Third Party Online Services in addition to the c
107. ies Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 132 f Preferences 7 Cancel Change defaultfor Pav Slips Salutation To z AARNE x Subject Pay Slip from lt Company Name gt Attached is your pay slip for period ending lt Payment Date gt Please contact us if you have any questions The Email i lt Contact Name gt A lt Company Name gt icon on the Preferences menu The Email Preferences window contains the fields and options described below Change default for The Change default for drop down list provides options including pay slips and various types of payment summaries that you can email to employees You can create a different default email message for each of the following options e Pay Slips Chapter 4 Preparing and processing your payroll Page 133 e Payment Summaries ETP e Payment Summaries INB e Payment Summaries Labour e Payment Summaries Voluntary The default setting is Pay Slips Salutation Options and Defaults The Salutation drop down list options are To e Dear e Blank no salutation The default setting is Blank no salutation Name Options and Default The Name drop down list options refer to the Title First Name and Surname fields in the Employee Reco
108. il Rustidge Elvis Olic Marketing Matthew Butler Perrine Mignot Rebecca Kington Tracey Hirschhorn Claudia Fehrer Cara Katz Loren Revell Karutz Trang Phan Rogier De Jong Jane Chan Adrian Ireland Rianti Pramira Min Kumar Matthew Tran Page iii Contents CHAPTER 1 INSTALLING PAYROLL PREMIER Learning about Payroll Premier Using this user guide Other ways to learn about Payroll Premier Conventions Installing and running Payroll Premier System requirements Payroll Premier versions Installing Payroll Premier Registering Payroll Premier Working with the multi user version of Payroll Premier Mapping the network drive Linking Payroll Premier to the data file Solutions to common issues with networks Backing up your data file Keeping Payroll Premier up to date CHAPTER 2 INTRODUCTION TO PAYROLL PREMIER Introduction to Payroll Premier The Navigator The Toolbar Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances ODDAANNNDN Page iv Lists Payroll Premier s Calculator Q Calc pop up window Payroll Premier s Calendar Q Date pop up window Payroll Premier s Quick Zoom Q Zoom pop up window Using Payroll Premier a quick overview Getting started with Payroll Premier Setting up your company Setting up your prefere
109. ime the Payroll Premier Upgrade Wizard takes you through the process of upgrading your data file and reports from a previous version of Payroll Premier B Upgrade Wizard X This is the Upgrade Wizard This wizard will guide you through upgrading from a previous version of Payroll Premier Itis STRONGLY ADVISED to use this wizard to copy your existing data from a previous version This wizard will allow you to also copy existing reports Click Next to continue If you have a data file from a previous version of Payroll Premier on your computer click Next Payroll Premier will locate the previous version data files and give you the opportunity to convert them to the new version Your old company data file will be left unchanged in the previous version file folder For details see Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 32 Upgrading from a previous version of Payroll Premier on page 47 e If you don t have a data file from a previous version of Payroll Premier on your computer click Leave If you need to you can always open the Upgrade Wizard later from the Wizard menu e If you exit the wizard and don t upgrade your previous version company data a window will appear informing you that the sample file has b
110. in the past usually results in transmission errors in your banking software 4 Click Export and then Yes to confirm that you want to export the wages for the pay date specified Payroll Premier creates an EFT file that you can use with your bank s EFT software to transfer wages from your company payroll bank account to your employee s bank accounts 5 Send the EFT transfer file to your bank using your banking software Open your banking software and transfer the QPExport ABA file to your bank You may have to tell your bank software the name and location of your payroll export file You will find the name and location in the Export Payroll Data window step 3 above Make sure that you are exporting an EFT with the most recent payroll data and not the file for a previous pay period If you are not sure then do the export again If your bank will not accept the EFT file you are sending you probably need to change your EFT option in Files preferences Chapter 4 Preparing and processing your payroll Page 147 Exporting superannuation payments This year the government has introduced SuperStream a new data standard for superannuation payments and contributions Check with the ATO to see what you are required to do on 1 July 2014 Click here for more information Before you can export Superannuation payments you need to e Ensure that all payroll including superannuation details are complete for all applicable employee
111. includes the following wording Attached is your pay slip for period ending lt Payment Date gt In cases where the Print By preference is set to Date Paid the following text would be more suitable The attached pay slip refers to the payment you received on lt Payment Date gt Employee Record Personal Tab Email The Personal tab in the Employee Record has a field called Email which appears just above the address fields Chapter 4 Preparing and processing your payroll Page 137 When you enter an employee s email address into the Email field Payroll Premier carries out a format check to assist in error identification An example of a valid email address is Sam XYZ com Employee email addresses can also be copied and pasted from Microsoft Outlook directly into the field Edit Employee Greg Scratchley History Compensation NextOFKin Notes EBT Custom Fields Payment Summaries Personal Company Dates Pay Rates Deductions Allowances Taxation Super Banking Leave Rae Title Mr x Employee Photo F m Pay Employee Using Mizi First Name s Greg Middel Delete Normal ERE Sumame Scratchley Home Ph 5555 5915 Gender Male x DOB 1 01 1978 m Spreadsheet Timesheet Emai essssessss ux M Sips Street 1 Street 2 65 Gimga Street Payment Summaries City Suburb Berowa NSW Both State NSW x Po
112. information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 86 Preparing your payroll Preparing your payroll includes choosing the employees you wish to pay and modifying individual pays as necessary Typical modifications include entering the hours worked for an employee using the timesheet or spreadsheet method changing an employee s standard pay details entering leave details paying bonuses and commissions or making sundry adjustments You must enter additional information through the Prepare Pays window in any of the following situations e Using the timesheet or spreadsheet method to enter your employees hours e Recording hours worked that differ from an employee s standard hours Chapter 4 Preparing and processing your payroll Page 87 e Making adjustments to allowances deductions or superannuation that apply to this pay only e Recording an employee taking annual personal or any other type of leave e Paying a commission or bonus e Entering a sundry item or adjustment to the employee s pay If all your employees receive the same wage in a pay period with no variations in hours deductions allowances or in other details you can proceed to the next step without making any modifications and process the pays See Processing the pays on page 127 for further details on processing pays Using the Pays Summary window The Pays Summa
113. ing your payroll Page 105 are able to control leave conflicts between employees and to best manage the leave liability that your company owes As employees who have accumulated a certain amount of leave during the year continue to accumulate leave as they work the company will have a financial liability at some point in time e g the end of the financial year To keep the company liability figure under a target value you can plan employees to take leave at some future dates so that the leave liability can be reduced The Leave Planner works in one of two modes a fast non graphical Monthly mode or a graphical Calendar mode depending on the configurations that you have set up See Setting up the Leave Planner on page 59 for more details 9 Leave Planner does not transfer or modify data in your Payroll Premier company file It is a planning tool only To open the Leave Planner 1 From Payroll Premier choose Activities menu gt Leave Planner Alternatively choose from Company Navigator gt Leave Planner The Planned Leave window opens Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 106 lanned Leave for Payroll database fi Fie Actions Help
114. l of your program preferences and enter some default calculations and amounts Chapter 2 Introduction to Payroll Premier Configuration Wizard Quick Computing Solutions Pty Ltd lt Previous Do you take deductions from your employees pays Example Health fund contributions Salary garnishee Insurance payments Union deductions Include Deductions Yes C No Page 35 Find out more by referring to Setting up a new company with the Company Wizard on page 50 Setting up Industrial Agreements optional Industrial agreements are used to store information about enterprise bargaining agreements between employers and employees If you and your employees are under a certain industrial agreement which stipulates a Super rate or amount other than 9 50 of the Superannuation Guarantee Act you should set up the industrial agreement and then link eligible employees with that industrial agreement in Payroll Premier This setup enables Payroll Premier to calculate superannuation correctly To create a new industrial agreement select the List menu gt Industrial Agreements then click Industrial Agreements button and select New S Record Will Be Added Cores Ha Name Enterprise bargaining agreemen Abr Ea Amount G Percent 14 00 Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally err
115. lable blank line a fF oO DN Enter details for RDO accrual for this employee similar to the example below In this example the employee accrues RDOs anes of what the pay consists of rise beets Tuner rea Eve 1 00 Special Leave INEZ 0 00 Pays F53 If the employee has already accrued any RDOs enter these in the To Date column ara 0 0000 The number in the Accrue Hours field is determined using the formula Number of RDOs Per Year x Award Hours Per Day Number of Pays Per Year To set up the pay slip to show accrued RDOs 1 Choose Reports menu gt Pay Slips gt Number Order 2 Click the Edit Report icon Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 116 You may need to adjust the Zoom to enable you to read the content of the pay slip Click on the SP Leave field to highlight it When the field is highlighted you will see small red squares outlining the field Right click the SP Leave field Report Writer displays the Object Properties dialog Locate the Field Heading field at the bottom of the dialog Replace SP Leave with RDO See the example above Click Save Click Save amp Close in the Report Writer Click Yes to save your changes Chapter 4 Preparing and
116. lable when you access the reports through the Report List or if you save the changes to the memorised report list only Payroll Premier does not recognise these changes when you access reports from the Reports menu Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 194 Using preset reports in Payroll Premier Payroll Premier includes a comprehensive list of reports to support your payroll tasks You can customise these after opening them if you need to fine tune your data See Customising the look and contents of reports on page 200 Following is a list of the more commonly used Payroll Premier preset reports Every pay Pay Slips Provides pay slips you can hand to your employees You can print 1 2 or 3 pay run slips on a page Pays Pay list Provides all of the pay details for the current pay run including the gross pay tax deductions allowances hours and net pay for each employee employee and how to pay them including employee bank account information PAYG Tax Shows how much PAYG you have to pay by employee and in total Banking reports Provide the information you need to pay your employees whether by cash cheque EFT or a combination of methods Shows the amount to pay each Chapter 6 Working with reports in Payroll
117. le you might set up your award so that it calculates superannuation on regular shift times but not on overtime or weekend work Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 74 When setting up allowances sundry items commissions or bonuses you will have to indicate if superannuation applies to the item A note about Ordinary Time Earnings Under the Superannuation Guarantee Contribution rules an employer s superannuation liability is based on the employee s notional earnings base Where there is no acceptable earnings base Ordinary Time Earnings OTE is used as a default earnings base Ordinary Time Earnings OTE is defined at the earnings an employee receives on a regular basis OTE includes payments such as wages for ordinary hours of work remuneration while on annual long service or personal leave allowances and some bonuses OTE excludes payments such as overtime payments Christmas bonuses payments in lieu of notice some redundancy payments lump sums paid for accrued leave on termination of employment and payments when on maternity or paternity leave explanation obtain a copy of ATO Ruling SGR 94 4 Superannuation Guarantee Ruling Ordinary Time Earnings You can obtain this online from the ATO Legal Database
118. ling Payroll Premier Page 17 e Network card hub on the workstation or server is failing One of the easiest ways to test and isolate this sort of problem is to create a file that you know the exact byte size of and then copy that file to the suspect computer Once that is done compare the file size on each computer to make sure it s the same a failing network card hub hard drive or hard drive controller will cause the file to lose bytes in the transfer You may need to swap out each hardware item until you locate the bad component l You need to run Windows Vista Windows 7 or Windows 8 in Administrator mode in order to install and run Payroll Premier 2014 15 CS How to register Payroll Premier Registering then choose How to register Payroll Premier Multi user registration Registering then choose Multi user registration Backing up your data file We recommend that you back up your data file once per day and then perform a special monthly backup that you Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 18 keep on external media off your premises for security purposes To back up your data file 1 Choose File menu gt Backup Files Payroll Premier displays the Backup Data dialog box 2 Check that the FROM path and file name ar
119. list The drop down list contains all employees not just those employees who have been terminated 3 Select the appropriate option to indicate the reason for reinstatement gt Accidental Termination select this option if you terminated the wrong employee by mistake The employee s termination date will be reset and all their employee details including leave calculations will be restored Employees reinstated using this method retain their employee number gt Returning to Company select this option if you are reinstating an employee who has previously left the company The employee s personal details such as name and address will be restored but previous information such as leave accrued and their termination date will be kept in the termination section Payroll Premier will generate multiple payment summaries for the employee at the end of the financial year if Chapter 3 Setting up and updating your company and employee data Page 83 appropriate Employees reinstated using this method will be assigned a new employee number 4 Click Finish 5 Click Yes to confirm that you want to reinstate the employee Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 84 PREPARING AND PROCESSING YOUR PAYROLL The payroll process 86 Preparing
120. lly pay each week is going on annual leave for four weeks You will want to pay the entire four weeks vacation pay in advance and automatically exclude the employee from the next three pay runs To exclude an employee from a set number of subsequent pay runs in the Pay Periods field when editing the pay enter the number of pay periods that the pay covers including the current pay Payroll Premier will then automatically exclude the employee from the specified number of subsequent pay runs In subsequent periods the Pay column will display the letter S for suspended followed by the number of pay periods the employee will be suspended from and the line will appear with a grey line through it See Previewing and adjusting an employee s pay for details Chapter 4 Preparing and processing your payroll Page 93 Adding an employee back into a pay run To add an employee back into the pay run select the employee click the Activities menu button and choose Enable Pay Payroll Premier will remove the grey line and change the Pay column to Yes Previewing and adjusting an employee s pay There are three steps to previewing and adjusting an employee s pay 1 Preview the employee s pay 2 Prepare a pay report 3 Adjust individual pays as necessary Previewing an employees pay You can preview an employee s pay from the Pays Summary window available by choosing Activities menu gt Prepare Pays The Pays Summary window displays
121. loyee who has provided you with a TFN Declaration and the employee Chapter 5 PAYG and withholdings Page 183 e Has answered Yes to having an accumulated HELP debt e Has not crossed box A e Has weekly earnings exceeding the minimum threshold e Has not claimed a HELP exemption or Medicare Levy Variation Declaration To apply a HELP tax scale 1 Choose Lists menu gt Employees 2 Select the employee and then click Edit Payroll Premier displays the Edit Employee window 3 Click the Taxation tab 4 Choose a tax scale from the Tax Scale drop down list that applies to the employee s situation See What tax scale do choose on page 186 for details about the tax table to choose Payroll Premier will apply the correct calculations for tax when you process the employee s pay Student Financial Supplement Scheme In previous years tertiary students could obtain additional loans to cover educational expenses while they studied under a voluntary loan scheme These additional loans are called Financial Supplement debts and are separate Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 184 from HELP debts Five years after the loan is taken out the ATO becomes responsible for collecting the outstanding loan and the loan becomes an accum
122. meet your specific circumstances Page 4 The name of a drop down menu or list The drop down menu name in italics For example Select Tasmania from the State drop down menu General data stored in the Edit Employee record Employee window Important information that may affect your data file A hint or a tip on how you can best use your Payroll Premier software Where you need to access the in product Help for more information Chapter 1 Installing Payroll Premier Page 5 Installing and running Payroll Premier System requirements this page below System requirements Recommended e Atleast 1 8 GHz Intel Pentium IV or equivalent System Configuration 1 GB RAM for Microsoft Windows Vista Windows 7 and Windows 8 users Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 6 Minimum System 500 MHz Intel Pentium II or equivalent Requirements Atleast 256 MB of RAM for a single user and at least 512 MB of RAM for multiple concurrent users e For Windows Vista users 1 2 GHz Intel Pentium III or equivalent and 1GB RAM e Windows Vista Windows 7 Windows 8 operating system 1 GB of disk space additional space required for company files Atleast 256 colour SVGA video Optimised for 1024x768 pixel screen res
123. n But with Payroll Premier you can handle your payroll quickly and easily e Setup a data file in no time using the Company Wizard e Record personal and salary information employee work times wages deductions and allowances for each employee in an employee record e Let Payroll Premier calculate wages due leave accruals deductions and superannuation for you e Use Payroll Premier to email or print pay slips and payment summaries e Pay your employees the ATO and superannuation funds electronically with Payroll Premier e Export superannuation contributions to super funds What can Payroll Premier do Payroll Premier handles the payroll tasks that you once had to do manually such as e Calculating and tracking your employees pays gt based on awards departments spreadsheets and overtime Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 24 gt based on timesheets imported from bundy clocks or similar e Tracking worker s compensation WorkCover and reportable fringe benefits e Calculating PAYG and other payroll liabilities you need to pay e Printing pay slips and payment summaries e Tracking reportable employer superannuation contributions e Providing reports on your current payroll liabilities e Creating a list of
124. n menu and then click Save To create the EMPDUPE file 1 Choose Reports menu gt Payment Summaries gt Create EmpDupe File for ATO Payroll Premier displays the Create EmpDupe File for the ATO window Chapter 4 Preparing and processing your payroll Page 159 Create EmpDupe File for the ATO Empdupe Details C Yeu End AT E Contact Name Brett Jensen Branch No oor Destination EmpDupe To copy file directly to disk enter A Empdupe in destination The defauit text EmpDupe results in the file being placed in QPRollv17 QPayroll folder Enter the end of year date for the payment summaries that you are printing Contact Name If the Contact Name is blank enter the name of the payroll administrator or contact person Payroll Premier will automatically enter the contact name that has been entered through Files preferences Branch Number If your business has more than one branch enter the number of the branch you are filing for If not leave the default value 001 Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 160 Destination Do not change the destination file name This name Empdupe is required by the ATO You can however change the drive where it is saved To save the file directly to a floppy disk ent
125. n now be used in Payroll Premier You can also upgrade to Payroll Premier by choosing File menu gt Open Existing Company but we recommend that you use the Upgrade Wizard Chapter 3 Setting up and updating your company and employee data Page 49 Setting up a new company with the Company Wizard The Company Wizard helps you enter company details such as your company name and address phone numbers ABN PWN and banking information If you don t have all of the information it asks for handy don t worry other than the company name you can leave any fields blank and then edit them later through the Update this Company window available by choosing File menu gt Company Information After entering your company details the Configuration Wizard displays automatically so you can select the payroll features you plan to use Although the Configuration Wizard only displays the first time you set up a data file you change settings later through the company preferencesUsing the Company Wizard Payroll Premier starts the Company Wizard automatically when you create a new data file It s easy to use the wizard 1 Choose File menu gt New Company Alternatively you can click Create a New Company from the Navigator 2 Follow the onscreen instructions 3 Click Next when you finish entering information on each page of the wizard Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise
126. n the navigators Click this to see a series of topics relating to the open navigator This saves searching the in product Help for a relevant topic e Frequently Asked Questions The Payroll Premier in product Help includes a list of questions and answers to help you use the program and process your payroll To access the list 1 Press the F1 key and then click the Contents tab 2 Click Common Questions and Answers Chapter 1 Installing Payroll Premier Page 3 Conventions This user guide follows a number of conventions to communicate information to you as shown in the table below A menu path Choose Help menu gt Help amp Support Note that we ve added the word menu after the item name that appears on the main menu before the sub menu items We ve also used italics for the full path including the added word menu A button or check box that you click The button name in bold type For example click Activate after entering A key that you press on your computer The key name in bold type keyboard to activate a function For example press F1 to access in product Help The name of a window The window name in italics For example Payroll Premier opens the Preferences window Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to
127. nces Setting up Industrial Agreements optional Setting up your awards optional Setting up your employees Preparing your payroll Processing your payroll Making your payroll payments Performing end of year tasks CHAPTER 3 SETTING UP AND UPDATING YOUR COMPANY AND EMPLOYEE DATA Upgrading from a previous version of Payroll Premier Before you upgrade your data files Upgrade using the Upgrade Wizard Setting up a new company with the Company Wizard Setting up your preferences with the Configuration Wizard Using the Configuration Wizard Setting up awards optional Table of Contents Page v Setting up your employees with the Employee Wizard Creating a new employee Setting up the Leave Planner optional Setting up superannuation Superannuation fund details Superannuation preferences Superannuation calculations Reporting new employees to your superannuation fund Reporting contributions to your superannuation funds Terminating an employee Reinstating an employee CHAPTER 4 PREPARING AND PROCESSING YOUR PAYROLL The payroll process Preparing your payroll Using the Pays Summary window Selecting employees to include in a pay run Excluding an employee from a pay run Previewing and adjusting an employee s pay Examples of common payroll situations Preparing a pay with allowances and deductions Preparing a pay with Workers Compensation payments Planning employee leave with the Leave Planner optional Preparing a pay with le
128. nection with the Third Party Online Services the responsibility for which rests with the relevant provider of such Third Party Online Services Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 246 10 TERM AND TERMINATION OF LICENCE a Licence Term Unless this Licence is terminated earlier in accordance with its terms your right to use the Software in accordance with this Licence continues i in the case of a subscription version of the Software for an initial period of 12 months from the date of registration of the Software This Licence will automatically renew for a further 12 month period upon the payment of Reckon s annual subscription fee If the annual subscription fee is not paid on or before the termination of the current 12 month period this Licence will automatically terminate and ii in the full version of the Software indefinitely however A you may be required to periodically verify your licence details and have the Software reactivated as per clause 3 in order to keep using the Software and B if you need to reinstall the Software you will need a copy of your original CD or other media on which the Software was provided and the installation key code If you do not have the CD you will need to purchase or upgra
129. ness being paid does not quote an Australian Business Number ABN on invoices In these cases the payer must withhold an amount from the payment and submit it to the ATO Select No ABN No Supplied from the Tax Scale drop down list History Compensation Next OFKin Notes EBT Custom Fields Payment Summaries Lo Personal Company Dates PayRates Deductions Allowances Taxation Super Banking Leave Cancel TaxFileNumbe J Exclude Pays From Payroll Tax ie ABN No I Exclude From Payment Summary Tax Scale No ABN No Supplied FL z I Labour Hire 3 J CDEP Funding WorkCover Payment Summary Contractor No ABN 0 00 H Tax Or Rebate Where withholding has been made under this tax scale you will have to print out and file the Payment Summary Withholding where ABN not quoted You cannot file the Payment Summary Withholding where ABN not quoted electronically Chapter 5 PAYG and withholdings Page 171 Tax File Number TFN not provided If an employee does not provide a Tax File Number TFN you must deduct tax at the top marginal rate plus the Medicare levy unless the employee is exempted from providing a TFN If an employee is required to provide a TFN but does not you must set the employee up with a Tax File Number Not Provided tax scale Exceptions If an employee does not provide a TFN but is in one of the following situations do not select the Tax File Number Not Provided t
130. new financial year If you have a large number of employees you may wish to archive the previous financial year s pays and terminated staff to another file This ensures that Payroll Premier will operate as fast as possible When archiving information out of your file make sure you keep multiple backup copies You will need them if the ATO decides to audit you l Special note concerning payment summaries at year end To print a payment summary you need to have your printing preferences set to print by the date paid This is because the ATO requires payment summaries to be based on the date paid not the pay end date Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 44 SETTING UP AND UPDATING YOUR COMPANY AND EMPLOYEE DATA Upgrading from a previous version of Payroll Premier Setting up a new company with the Company Wizard Setting up your preferences with the Configuration Wizard Setting up awards Setting up your employees with the Employee Wizard Setting up the Leave Planner Setting up superannuation Terminating an employee Reinstating an employee This chapter shows you how to set up the basics about your company data file preferences awards employee details and superannuation 47 50 51 53 57 59 68 77 82 This ch
131. ng the list and finding an employee on the list Sorting the list When viewing the Pays Summary window you should notice a small arrow in one of the headings This arrow identifies the column the employees are being sorted by and what order they are being sorted by 5 Simply click any column 4 Pays Summary F For All cc All Empic oyees heading to sort by that heading Click again to reverse the sort order 8 Carrier Quality Assurg Fortnightly 307 Homes Marketing Monthly In the example above the Given column has a black arrow in it indicating that the list is sorted by employee given Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 90 name When the arrow points down the list is in descending order A to Z When the arrow points up the list is in ascending order Z to A To change the sorting of the column you can click in the heading of the column you want to sort by Payroll Premier sorts by default in ascending order You can sort in descending order by clicking the column heading again Finding an employee You can find an employee by clicking on the column heading to sort by that column and then scrolling down If you have a lot of employees you may want a quicker method to locate the employee on the list Pay
132. ng the payment summaries Amending payment summaries sent to the ATO Sometimes you may need to change the calculations on a payment summary that you have already submitted to the tax office In such cases you need to supply the employee and tax office with a copy of the amended payment summary Chapter 4 Preparing and processing your payroll Page 157 Note If you change payment details for an employee before sending your standard payment a summaries to the tax office you do not need to send the ATO an amended payment summary This is done as follows Update the payment details for the employee in Payroll Premier Do this in the employee s record When you re print the payment summary as an amended payment summary Payroll Premier will use the details you enter here to calculate values in the relevant fields Update the Payment Summary tab in the employee s record It s important that you complete this tab before re printing your payment summary Indicating that a particular payment summary is amended tells Payroll Premier to use the amended payment summary format when you choose to re print the payment summary Print a payment summary for the employee as normal Because you ve marked the payment summary as amended in the previous step Payroll Premier will know to use the amended payment summary format when printing The payment summary calculations will also be based on the changes you made to the employment details earlie
133. nical support representative Be prepared when you call Table of Contents 201 205 207 211 213 213 214 215 216 216 219 220 220 221 222 225 226 226 226 226 227 227 227 Page ix Solving problems on your own 228 If the program hangs or locks up 230 Contacting Reckon 231 End User Licence Agreement 235 Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page x INSTALLING PAYROLL PREMIER Learning about Payroll Premier Installing and running Payroll Premier Working with the multi user version of Payroll Premier Backing up your data file Keeping Payroll Premier up to date Welcome to Payroll Premier 2014 15 This chapter helps you install your new software so you can start using it You can also find information about setting up a multi user environment and how to keep your Payroll Premier software up to date 14 18 20 Learning about Payroll Premier Using this user guide The best place to start learning about Payroll Premier is the user guide you are now reading It is designed to give you an overview of how Payroll Premier works and how you can make it work better for your business This chapter shows you how to get Payroll Premier installed on your computer so that you re ready to start setting up t
134. nt pay period This will reduce the time in lieu owing to the employee and show up in the Time In Lieu report 1 Choose Activities menu gt Prepare Pays to display the Pays Summary window 2 Double click the employee you wish to enter time in lieu details against The Pay Details window displays pay details for the employee If the employee is paid using the spreadsheet method the Spreadsheet Entry window is displayed Click the drop down list arrow in the Details column to display the Pay Details window Make sure you select the Edit This Pay check box Chapter 4 Preparing and processing your payroll Page 121 Click the Hours tab Click Insert Choose Time in Lieu from the drop down in the Pay Rate column O a A O Select the corresponding Hrs Qty column and enter the number of hours the employee has taken as time in lieu of payment This amount needs to be a negative 7 Optional Choose a Customer Job or Class against this pay rate if applicable 8 Click OK You can now process the pay for this employee at your convenience and it will track the time in lieu taken by the employee Preparing a pay with Paid Parental Leave Background The Australian Government introduced a comprehensive Paid Parental Leave scheme for parents who are the primary carers of children born or adopted on or after 1 January 2011 Parental Leave Pay is a legal entitlement for working parents who meet the scheme s eligibility cri
135. nting payment summaries You must print payment summaries and give them to employees by 14 July after the financial year end This applies to continuing employees and any employees who have left your employment during the year However you need to issue a payment summary to a terminating employee within 14 days e After an eligible termination payment is made see Terminating an employee on page 77 e Where a terminating employee request in writing that you issue them with a payment summary In addition you can also issue interim payment summaries at any time of year except during the last 21 days of June for staff that are still employed Interim payment summaries must only include amounts for the relevant period and not include amounts that may Chapter 4 Preparing and processing your payroll Page 153 have appeared on a previous interim payment summary The year end or termination payment summary will still include amounts for the entire year or for the period of employment during the year l If creating a payment summary report the ATO requires you to generate a report based on the date paid This avoids a situation where a date paid and pay date fall in two different financial years because actual payment occurs a day or two after the pay period This setting is defined from the Preferences window rather than on the report itself Choose Edit menu gt Preferences to open the Preferences window then click the Printing preference
136. o Reckon You agree that Reckon and its authorised distributors will not be liable other than as required by the Consumer Guarantees or as expressly set out in this Licence and that you will indemnify the Reckon and its authorised Page 245 distributors from any liability loss damage costs or expenses which you may suffer or incur as a result of your use of the Software including any claims made against you by third parties f Use of Software is not provision of professional advice The information contained in the Software may contain features designed to assist you in complying with the requirements of the relevant legislation at the time of the release of the Software which includes for example but not limited to superannuation guarantee requirements tax tables rates for contributions or deductions calculated using the Software These compliance requirements may change from time to time You agree it is your obligation to ensure the details calculations reports and any other data or documents produced using the Software are correct and compliant when created or used by you Legal accounting or other relevant professional advice should be obtained before taking any action in reliance on the Software or what is produced by you using the Software The Software is also not financial product advice You acknowledge that Reckon is not engaged in rendering legal accounting or other professional services and nothing in the Software constitu
137. od the option for that pay period will not be available For example you will not be able to select the fortnightly option if you do not have any fortnightly employees 4 Click the Pay Dates tab and make sure that the Pay Date and Date Paid dates are correct Payroll is date dependent therefore it is extremely important that the Pay Date and Date Paid dates are correct pes Payroll Premier 4 Process Pays automatically advances Stender Pay Date pay dates each time you dvanced process pays You should always check the dates to Pay Date Date Paid ensure that they are correct Weekly 27 05 2008 Bl 27 05 2008 Bl Fortnightly 2670672008 28 06 2008 E The Preserve Employee Bi Monthl 15 06 2008 15 06 2002 al Pay Dates option allows individual employees to Monthly 28 10 2008 28 10 2002 E have different pay dates J Preserve Employee Pay Dates Pay Date is the pay period ending date If necessary change the pay dates to reflect the last day of the pay period that you are currently paying Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 128 Date Paid is the date that the payroll is processed and employees are paid Typically this will be the same as the pay date If necessary change the Date
138. oftware you have purchased or if you are using the Software for evaluation purposes The defined terms and the rules of interpretation in this Licence are set out in clause 13 Important There are a number of technical features within the Software that may affect your ability to continue to use the Software These are outlined in more detail in the terms of the Licence but in summary End User Licence Agreement you are purchasing the right to use the Software not to own it if you have been provided with a Trial Version you may only use the Software on a temporary basis to evaluate the Software s functionality and suitability for your requirements the Software contains registration and activation processes to guard against illegal copying to continue using the Software those processes require you to verify your compliance with the terms under which you are licensed to use the software for example the number of computers on which the software is installed and to permit continued reactivation of the Software from time to time This involves in all versions periodically verifying your licence details and in the subscription version renewing your subscription when it falls due Reckon may also verify subscription customers during a subscription period and not only at renewal You will also need to reactivate your Software if you want to reinstall it for example if you upgrade your computer or if you have a hard drive failure and you ma
139. olution Supports 800x600 with small fonts e 24X CD ROM All online features and services require Internet access with at least a 56 Kbps modem ADSL or Cable Modem recommended Chapter 1 Installing Payroll Premier Page 7 System Requirement e Windows Vista Windows 7 or Windows 8 must be run in Administrator mode to install and run Payroll Premier 2014 15 Notes e While Payroll Premier 2014 15 works on the Windows Vista Windows 7 and Windows 8 operating systems users should be aware that the system requirements for Windows Vista Windows 7 and Windows 8 are far higher than those listed These system requirements are for Payroll Premier 2014 15 only and do not reflect any hardware peripherals requirements that may or may not be required to successfully install any compatible operating system The Payroll Premier 2014 15 in product Help is available in WinHelp format This will not work for Vista Windows 7 or Windows 8 as installed The WinHelp tool for Windows Vista Windows 7 and Windows 8 can be downloaded from the following URL http support microsoft com kb 917607 This enables Windows Vista Windows 7 and Windows 8 users to access the in product Help while non Windows Vista non Windows 7 and non Windows 8 users will not be affected Windows Vista Windows 7 and Windows 8 users may still experience a Microsoft warning message when accessing the in product help for the first time but this message can be safely ignored and the
140. onal Services Income Payment Summary The Email Payment Summary window gives you an opportunity to select all some or no employees for email When no employees are selected for email and OK is selected the Report Writer window will appear again Making your payroll payments Now that your payroll has been processed you need to pay your employees the ATO your Workers Compensation insurer and possibly your employees superannuation funds Payroll Premier gives you multiple options for making payments Fast forward to Refer to page Making payments through Reckon Accounts 142 Making payments manually using reports 142 Making payments by electronic funds transfer 144 Chapter 4 Preparing and processing your payroll Page 141 For up to date information about making your PAYG withholding payments contact the ATO or visit their website at http Awww ato gov au You should also obtain the Guide to Pay as You Go for Business available from the ATO website Making payments through Reckon Accounts If you use Reckon Accounts to pay your employees you can export your payroll data using the export feature Choose Activities menu gt Export gt Payroll data to Reckon Accounts This creates an IIF export file that you can later import into Reckon Accounts You can then use Reckon Accounts to create payments to employees superannuation funds the ATO and any others Making payments manually using reports You may prefer to m
141. or free or will necessarily resolve or be suitable to meet your specific circumstances Page 36 Special note concerning RESC to be reported on payment summaries at year end The Government requires that a person s total income for means testing will include their reportable employer superannuation contributions RESC Reportable employer superannuation contributions RESC generally means the amount of superannuation contributions made by an employer for an employee that exceeds what the employer is required to contribute under Superannuation Guarantee Act or industrial law statutory requirements The superannuation stipulated on an Industrial Agreement is the statutory requirement and not subject to Reportable Employer Superannuation Contributions RESC It is recommended that you refer to your accountant for more information on RESC Setting up your awards optional An award is a way of grouping employees so that they sit under a common pay rate and can share other pay details Rather than add details every time you add a new employee you can create an award and apply it to a new employee Awards save you having to re enter all of the pay details each time you hire another employee under the same award or with similar pay details In addition when you make changes to an award the changes update all the employees under that award Chapter 2 Introduction to Payroll Premier Page 37 Adding a New Award Standar
142. or your convenience Just click to create and display the report EJ G Payroll Premier Quick Computing Solutions Pty Ltd Fie View Lists Activities Wizard Reports Online Window Help Users and Passwords Payroll Tex WorkCover Compensation Leave Taken Update Payroll Premier 2 Each Navigator section represents a major payroll function and displays a related group of lists reports and Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 26 activities To open the navigator windows choose View menu gt Open Window List To close the Navigator click the close button at the top of the panel on the left In addition to this view Payroll Premier also provides you with two additional views Multiple Windows and One Window views Right click menus You can access most of the activities you perform by right clicking and selecting the activity from a popup window The Toolbar The Toolbar provides quick access to the most common lists and daily tasks an enter as many deductions as you like To maintain deductions either right click or click Deductions and then Q Cards appear in a small yellow window in the Toolbar and provide details about working in
143. orrectly Reconciliation Shows how much PAYG should have been paid each month so that you can Statement make sure the total payments you have made equal the total of the amounts shown on the Payment Summaries you have issued for the year As needed Audit Trail Provides a list of changes made to the company data file who they were made by and when they were made Chapter 6 Working with reports in Payroll Premier Page 197 No data on your reports If you open a report and it doesn t show any information it is usually because e There is no payroll information for the date range you specified Try changing the dates to see if any payroll information appears on the report The Filters you have specified do not match any payroll information Try changing the filters to see if any payroll information appears on the report e The Sort Order you specified results in no payroll information being found Try changing the Sort Order to see if any payroll information appears on the report Creating a new report from scratch Despite the many preset reports you can already generate in Payroll Premier there may be times when you need to create a new report from scratch Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 198 Create a n
144. ose Edit menu gt Edit Item to display the Align Fields window Align Fields Fields Available For Alignment Align Allowances Yes Commission Yes Deductions Yes Gross Yes Payslip End Date Sundries Align Fields With faces FFF yc X Cancel Alignment Options C Top Align Left Align Right Align C No Align M Other Options I Make Same Width I Make Same Height IV Make Same Font 4 If you don t want to align the selected fields click the align column against the relevant field to change the align option to No 5 If you do want to align the selected fields select the Align Options Top Align aligns the tops of the fields with the field selected in the Align Fields With drop down list Select this option for fields that are in a horizontal line Chapter 6 Working with reports in Payroll Premier Page 217 Left Align aligns the left sides of the fields with the field selected in the Align Fields With drop down list Select this option for fields that are in a vertical line gt Right Align aligns the right sides of the fields with the field selected in the Align Fields With drop down list Select this option for fields that are in a vertical line No Align leaves the alignment of fields as it is Select this option when you only want to select one of the Other Options 6 Select the Other Options Make Same Width
145. ost of Internet access levied by your ISP Where Third Party Online Services are available separate terms and conditions with the provider of the Third Party Online Services may apply In some cases Reckon may be the provider You should check with the relevant third party provider as to the terms and conditions of use Access to Third Party Online Services may be withdrawn by Reckon at any time Reckon will not be liable for the withdrawal of access to any Third Party Online Services Where access is to be withdrawn Reckon may choose to notify you in advance provided that you have supplied Reckon with a valid and up to date email address c In some cases you may download other third party applications for example Google Desktop supplied by Google Inc In such cases your agreement to be bound by the terms of this Licence will also bind you to the terms of use or other similar agreements required by such third parties for use of their products 7 LIMITED WARRANTY This clause 8 is subject to the consumer guarantees regime as set out in Schedule 2 to the Competition and Consumer Act 2010 Cth also referred to as the Australian Consumer Law and the Consumer Guarantees Act 1993 NZ as amended from time to time or other similar legislation of a state or territory of Australia or NZ respectively Consumer Guarantees In Australia our goods come with guarantees that cannot be excluded under the Australian Consumer Law You are entitled to a
146. ow then select the Printing preferences icon For the Print By drop down list you need to choose Date Paid Some reports in Payroll Premier are not set up to print by Date Paid This means that Payroll Premier will grey out the option to generate any report defaulting to date paid when your print by preferences are set to pay end date Advanced filtering You can do more advanced filtering on reports from the Report Filter window The Report Filter window gives you more control than the basic filtering options described earlier You need to be in edit mode to access the Filter window click the Edit Report icon from the open report Choose Activities menu gt Set Filter Options to open the Report Filter window Chapter 6 Working with reports in Payroll Premier Page 209 Click the arrows to scroll up or down and view more lists j Company Info Operator commands Employees ATO EFT Payments As you build the filter ctivities the filter description will appear here Allowance List You can enter the filter Ee aia directly by typing or xj Fiter Depatment Leql o o you can build the filter options by clicking items and operators Report Filter Available Fields Amounts Witheld From Salary Commission Date Paid mployee Number Employer Superer Ex Payroll Tax Allowance Ex Payroll Tax Employee Ex WorkCover Gross Lump Sum Lump Sum B To set up advanced filtering for the report usin
147. ow Al Employees E Following are a few points on how to make sense of the information in this window A Yes in the Pay column indicates that the employee is to be paid on this pay run e Agrey highlight over an employee indicates the employee is excluded from the pay run This includes employees on leave and those whose pay has been disabled e An S Suspend followed by a number in the Pay column indicates the number of pays that the employee will be excluded from e Red highlighting indicates that a pay amount is negative probably because you still need to enter the hours worked or pay amount The window defaults to displaying all employees However you can customise the view to enable you to view just the employees working under a specific pay period Chapter 4 Preparing and processing your payroll Page 89 Show All Employees Show Weekly Employees Show Fortnightly Employees Show Bi Honir hg Z Show All ee For example you may process payroll for weekly employees each Friday and process payroll for monthly employees on the last business day of the month Select the pay period from the drop down list at the bottom of the window Prepare Pays v Activities v In this case when preparing the weekly employees payroll you can display only the list of weekly employees by selecting Show Weekly Employees Other tasks you can do from this window include sorti
148. owever school holidays will not be deducted from an employee s leave application It simply shows that the leave application covers school holidays allowing you to better process leave applications for employees with young families To set up a new School Holiday 1 Choose Actions gt School Holidays The Browse the School Terms window opens Browse the School Terms By Date By Description By State State Datel Date2 Description Tose NSW 1 JAN 10 26 JAN 10 Summer Holidays 2 4PR 10 16 APR 10 Autum Holidays 5JUL10 16 MAY 10 Winter Holidays Insert Delete View Holiday Calander 2 Click Insert Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 66 Record Will Be Added Description Spring Holidays Cancel Daet 7070 percre Dae2 B7070 Observe State 3 Enter the Description of the school holiday 4 Enter the date range of the school holiday 5 Click to select the Observe checkbox to activate the dates on the calendar Chapter 3 Setting up and updating your company and employee data Page 67 6 Select the State that the school holiday applies to 7 Click OK See Plan employee leave with the Leave Planner on page 105 for mo
149. oyee to be deducted from gross wages before tax is calculated select Yes in the Ex Tax column If it is not tax deductible to be removed from the net after tax is calculated select No Most deductions are not tax deductible Deduction Type Choose the type of deduction type regular professional organisation or work place giving This setting overrides any settings from the Deduction List 5 To add a new line click Insert or tab to a new line Enter details as per the above To delete a line select the line and then click Delete Click OK to confirm that you actually want to delete the line 6 Click the Allowance tab and then enter or edit any allowances that are to be paid to the employee this pay run Chapter 4 Preparing and processing your payroll Page 101 Allowance or Units Select allowance to be added to the employee s pay If the allowance name you need is not on the list type in the name and then press the Tab key Click Setup on the Quick Add window to add the allowance to the Allowances List When you select an existing allowance Payroll Premier will automatically enter the defaults for the allowance If the allowance is a percentage of a pay rate enter the percentage amount if the allowance is per pay period enter the number of pay periods that are being paid If the allowance is for an item such as kilometres enter the number of kilometres Select what the allowance is a percentage of from the drop down
150. payroll Page 155 Printing payment summaries for a single employee or a range of employees While normally you would print payment summaries in large groups there may be times when you need to print a payment summary for a single or a small group of employees The process for printing custom numbers of payment summaries differs depending on the type of payment summary you are printing To print a custom number of INB payment summaries 1 In the Payment Summary Filter window choose Custom from the Employee drop down list 2 Click an employee you wish to print a payment summary for to highlight them 3 Right click the employee Report Writer changes the background colour of the line and tags that employee to print 4 Repeat steps 2 and 3 for each employee you wish to print a payment summary for 5 Click Print to launch the preview Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 156 To print a custom number of non INB payment summaries 1 Inthe Payment Summary Report window choose Custom from the Employee drop down list Report Writer displays the Custom Report Filter dialog Custom Report Filter 2 Select a single employee number or a range of employee numbers to print payment summaries for 3 Click OK to finish printi
151. ployee record Review or edit a payment or claim Workers Compensation or WorkCover payments and claims for an individual employee are listed on the employee record Payments and claims for all employees are listed on the Workers Compensation list You can review or edit existing claims or add new payments or claims through these windows Reports The Compensation Report shows a listing of Workers Compensation or WorkCover SA and QLD payments to your employees and claims made against your Workers Compensation insurance company The WorkCover Report shows how much WorkCover your company must pay WorkCover Rates Payroll Premier includes a list of current WorkCover rates and classifications It uses these to calculate the amount of WorkCover liable for each employee The WorkCover rate for each employee is selected on the Employee record Taxation tab Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 176 Child Support Scheme If you have employees with Child Support Scheme obligations you may have to withhold a certain amount from their wages and send this money to the Child Support Agency CSA If this is that case you will be contacted by the Child Support Agency If you receive a Notice to Deduct Maintenance Payments from an Emplo
152. port Scheme 177 Court order for salary garnishee 180 Rebates and Family Tax Assistance 181 CDEP payments 181 Higher Education Loan Programme HELP 183 Student Financial Supplement Scheme 184 What tax scale do choose 186 CHAPTER 6 WORKING WITH REPORTS IN PAYROLL PREMIER 189 Working with reports in Payroll Premier 190 Accessing reports in Payroll Premier 191 Where you can open reports in Payroll Premier 191 Using the Reports List 193 Using preset reports in Payroll Premier 195 No data on your reports 198 Creating a new report from scratch 198 Customising the look and contents of reports 200 Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page viii Edit Report window the starting point for modifying a report Setting report properties Filtering a report Sorting a report Changing the font properties Adding and changing fields or graphics Reorganising your report Changing the column order Changing column width Aligning fields Resizing an object Deleting an item Printing and exporting reports Printing reports Exporting report data CHAPTER 7 SOLVING PROBLEMS AND GETTING PRODUCT SUPPORT Technical support options and Reckon services Reckon Advantage Fee based services Reckon s website Reckon Accredited Partners Talking to a tech
153. promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 104 The Pay Details window displays pay details for the employee The Spreadsheet Entry window is displayed if the employee is paid using the Spreadsheet method Click the drop down list arrow in the Details column to display the Pay Details window Access the Hours tab and click Insert to insert a compensation payment line Click the drop down list arrow in the Pay Rate column and then select Compensation 3 4 5 6 7 8 Click the drop down list arrow in the Type column and then select tems Enter the amount of the payment in the Amount column Click the drop down list arrow in the Super column and then select No Enter or modify other pay details if required and then click OK Once you have finished modifying pays as required you are ready to process the pays Choose Activities gt Process Pays to open the Process Pays window To enter a description of the injury you will need to enter the details through the employee record You can do this before or after processing the pay To enter the description enter the details on the Compensation tab of the employee record Planning employee leave with the Leave Planner optional The Leave Planner can be used to plan the leave for your employees With its intuitive and graphical interface you Chapter 4 Preparing and process
154. r Send the amended payment summary to the tax office as you normally do either as a report or in an EMPDUPE file Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 158 If sending an EMPDUPE file to the tax office you need to include the amended payment summary only in the EMPDUPE not all payment summaries for the relevant year More details are provided in Lodging your ATO payment summary copies electronically You ll find further details about this in the in product Help Lodging your ATO payment summary copies electronically Payroll Premier enables you to submit payment summaries electronically by creating an EMPDUPE file This file contains an electronic version of all of your payment summaries The EMPDUPE file is then sent to the ATO along with the Magnetic Media Information form Before creating an EMPDUPE file To create an EMPDUPE file you should set your printing preferences to Date Paid This is because the ATO requires payment summaries to include only those pays which have a date paid within the financial year i e from 1 July 1 to 30 June inclusive To set this choose File menu gt Preferences then click the Printing icon on the left slider of the Preferences window Choose Date Paid from the Print By drop dow
155. r the ticks against employees you don t wish to include If generating an amended payment summary also make sure that you have indicated the payment summary is in the amended status 5 Click OK Payroll Premier creates the EMPDUPE file and prompts you to print the Magnetic Media Information form Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances 6 Send this file and the Magnetic Media Information form which can be printed from Reports menu gt Payment Summaries gt Print Magnetic Media Information form to the tape processing department of the ATO at the address indicated on the Magnetic Media Information form Chapter 4 Preparing and processing your payroll Page 163 PAYG AND WITHHOLDINGS The PAYG withholding system How do report my PAYG withholding Voluntary agreements Labour hire workers Withholding where ABN not quoted Tax File Number TFN not provided Non residents Horticulture industry Workers Compensation and WorkCover Child Support Scheme Court order for salary garnishee 167 167 168 170 171 172 174 175 175 177 180 Rebates and Family Tax Assistance CDEP payments Higher Education Loans Programme HELP Student Financial Supplement Scheme Payroll Premier has been designed to make meeting your
156. r will necessarily resolve or be suitable to meet your specific circumstances Page 244 9 LIABILITY a b c a e End User Licence Agreement Certain rights cannot be excluded Certain laws including the Consumer Guarantees may imply certain guarantees conditions and warranties into this Licence or impose certain guarantees conditions and warranties by law and give you certain rights and remedies that cannot be excluded or modified This clause 9 and the limited warranties provided in clause 7 do not exclude or modify any of those rights if to do so would contravene that law or make any part of this Licence void Exclusion of warranties Except as required by the Consumer Guarantees Reckon excludes all guarantees conditions warranties and rights that may be implied into this Licence or imposed by law If guarantees conditions warranties or other rights for your benefit are implied in this Licence or otherwise conferred by law and it is not lawful to exclude restrict or modify them then those guarantees conditions warranties and other rights will but only to the extent required by law apply to this Licence Limitation of implied terms In relation to goods or services not ordinarily acquired for personal domestic or household use Reckon s and its distributors liability for breach of any guarantees implied conditions or warranties that cannot be excluded is limited to the extent permitted by law and at the
157. rack a lot of information on each employee personal details company position pay rate leave details deductions allowances superannuation and bank details to name a few You will use these details whenever you pay an employee print a pay slip or print a payment summary and anything else that relates to an employee on your books Payroll Premier tracks this information so that you only have to enter it once The easiest way to enter your employee information is to use the Employee Wizard which takes you step by step through the process of entering employee details Chapter 2 Introduction to Payroll Premier Page 39 Employee Wizard Personal Details The Employee Wizard simplifies the me Ms zl eee Pa Emoe sing job of entering your First Name s Brett Middle Init G Normal employee information Sumame Jensen Home Ph easa Spreadsheet a iat he enter Gender Female x DOB 25 01 1958 E Timesheet a ej 5 require Email Address bjensen mycompany com au Pay Slips Payment Summaries information i Street 1 8th Floor Em You can change Suest2 89 Arystect any of the employee City Suburb Adelaide i es ti lat y State a Postcode 5000 mormanonm ater through the Employee ee record See Setting up your employees with the Employee Wizard on page 57 for further details As you enter employee and award details you will be creating new list items such as pay rates deductions allowances an
158. rchase an upgrade for order inquiries or information on Reckon Advantage and so on Call 1800 732 566 Email customerservice reckon com au Fax 02 9577 5557 General Product Information For general product information and FAQs Visit http Awww reckon com au Technical Support Call cost 4 90 min Call Charges include GST and only commence once you are connected to a technical support representative Charges are higher from public and mobile phones Search the Knowledge Browser for answers to common questions 1902 223 101 Call costs subject to change See http www reckon com au support for available hours Visit http reckon com au support Training Reckon Training provides classroom training to assist you in getting the most from your software Or you can visit a Reckon accredited trainer near you The Reckon website provides a directory of all the Reckon accredited trainers Call 1300 655 975 Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 232 Australia Data Recovery To request data recovery for a damaged Payroll Premier file For more information on data recovery online To prevent having to request data recovery use Online Backup Call 1800 732 566
159. rd The options are e First Name Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 134 e First Name and Surname e Title and Surname The default setting is First Name Subject and Message Content The Subject and Message fields can be worded to suit the purposes of your business Choose Preferences menu gt Email to see the default wording for pay slips and the various payment summaries Tags The default text in the Subject and Message content sections can also used in conjunction with tags denoted by text within angle brackets Tags can be used to automatically update certain text by retrieving information from the Payroll Premier database For example if your default message contains a lt Contact Name gt tag Payroll Premier will automatically update the contact name content in the default message to reflect any changes to the Contact Name field in the database The available tags are e lt Company Name gt e lt ABN PWN gt e lt Trading Name gt Chapter 4 Preparing and processing your payroll Page 135 lt Company Address gt lt Phone No gt lt Fax No gt lt Contact Name gt lt Tax Year gt lt Payment Date gt The text within these tags corresponds to content of fields within your database The following
160. re details on how to use the Leave Planner PJ E Configuring leave planner leave planner configuration Setting up Public Holidays leave planner public holidays Setting up School Holidays leave planner school holidays Customising colour legends for employees leave planner view colours Setting up superannuation Calculating tracking and paying superannuation can be complicated particularly now that employees have a choice of super fund Fortunately Payroll Premier does most of the work for you in this department providing you ve Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 68 set up your company and employee superannuation details Superannuation fund details You can have Payroll Premier track multiple superannuation funds as well as multiple employee contributions You can create as many superannuation funds as you require You can set up superannuation funds through the Company Wizard or you can edit add super funds through the Super Funds List Update Super Fund APRA N me AMP Super This is the 200 character apra name that is used by the export system Fund Account Name Account Two Fund ABN No 163004085616 ManagedAs apRy C SMSF r Contact Details EMallAdd
161. reissue a licence key code Reckon may also charge a fee for technical support if you need to reactivate the Software in other circumstances for example if you need to reinstall the Software because you have a new computer or need to reload the Software due to a hard drive failure For the current fees go to http www reckon com If you have lost your installation key code Reckon will not replace that code and you may be required to purchase new software e Consequences of non renewal and failure to verify details This Software is provided to you on the understanding and acknowledgment that it may contain technology which deactivates and disables the Software if a subscription is not renewed or in the case of a full licence version you have not verified your licence details when periodically prompted to do so by Reckon or by the Software If the Software is not reactivated within the required period the Software may continue to Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 240 operate but with impaired functionality or you may not be able to access the Software at all including printing out or viewing any of your data or records f Statutory declaration In certain circumstances before permitting a re activation Reckon may require yo
162. retains ownership of the copyright and all other intellectual property rights in the Software and is protected by copyright law and international copyright treaty 2 YOUR PERMITTED USE OF THE SOFTWARE a Single use licence If you have purchased a single user licence you i may install the Software once on one computer only However if you wish to reinstall the Software for example if you need to install the Software on a replacement computer then clause 3 will apply and ii must ensure that the Software is used by one person only at any one time b Additional licences Subject to any multi user licence that you have obtained if i more than one person is to use the Software at the same time or ii the Software is to be installed on more than one computer then you must obtain an additional licence for each additional person or computer c General restrictions You must not i use or rely upon the Software for any purpose or in any manner for which the Software is not warranted ii Copy reproduce translate adapt vary merge or modify or create any derivative work based on the Software iii reverse engineer decompile disassemble reconfigure or otherwise attempt to discover the source code of the Software or Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitabl
163. rily resolve or be suitable to meet your specific circumstances Page 168 and the payments must not be subject to any other PAYG withholding To set up a contractor under a voluntary agreement select Voluntary Agreement from the Tax Scale drop down list of the Taxation tab on the Employee Record History Compensation Next OF Kin Notes EBT Custom Fields Payment Summaries Personal Company Detes PayRates Deductions Allowances Taxation Super Banking Leave Cancel TaxFileNumbe J Exclude Pays From Payroll Tax ra am ABN No 530040856516 J Exclude From Payment Summary 5 Aa Tax Scale z aa E J CDEP Funding WorkCover Payment Summary Business and Personal Income Services l Extra Tax Or Rebate 0 00 The payee is required to disclose their Commissioner s Instalment Rate If the payee doesn t have one you must use a rate of 20 If the payee s Commissioner s Instalment Rate is greater than or equal to 20 use the rate disclosed If the payee s Commissioner s Instalment Rate is less than 20 you must use 20 unless your voluntary agreement with the payee includes an agreement that their Commissioner s Instalment Rate will apply Payments under a Voluntary Agreement are reported on the Payment Summary Business and Personal Services Chapter 5 PAYG and withholdings Page 169 Income which can be filed electronically l You cannot change an employee set up with Employee
164. ription fees you will receive included in the cost of the subscription all Upgrades and or Updates of the Software via Internet download b No extension of Licence term Your right and entitlement to use the Software as enhanced by any Upgrades and or Updates concludes at the end of the term of the Licence subject to payment of an annual subscription fee and is not linked to the dates of release registration or provision by Reckon of any Upgrades and or Updates c This Licence prevails f you have purchased this Software as an Upgrade to an earlier version of the Software this Licence shall supersede any previous licence agreement d Not all Upgrades included Your subscription to the Software and any Upgrades and or Updates under this Licence does not grant you the right to receive special versions of the Software created for certain customers or market segments even though they may contain similar features or functions Versions of the Software which may from time to time be offered in retail or other channels in different configurations as special promotions are not included as part of the subscription e No obligation on Reckon to upgrade Upgrades and or Updates will be developed and released by Reckon in its sole discretion and Reckon does not warrant or represent that it will develop or release any Upgrades and or Updates during the term of the subscription period or Licence Furthermore Reckon does not warrant that the Upgrade
165. roll Premier provides an additional way to quickly find an employee using the Scroll bar If you click and hold the mouse button down while dragging the scroll bar a small scroll window will appear displaying the position on the column selected for sorting o 31 0 2008 As you scroll down on the list the position on the column selected for sorting appears This is N a quick way to find a particular employee 31710 2008 Selecting employees to include in a pay run Payroll Premier enables you to select the employees you want to pay at two levels e On the Pays Summary window The Pays Summary window allows you to select which employees will be paid Chapter 4 Preparing and processing your payroll Page 91 and which employees will be excluded on an employee by employee basis The default setting is to include all employees in the current pay run e On the Process Pays window After your payroll has been prepared the Process Pays window allows you to select which employees will be paid on a group basis any combination of weekly fortnightly bi monthly or monthly You also have the option to pay only a single department or a single employee For example let s say you want to pay bi monthly and monthly employees in this pay period When processing the pay you can select these periods You do not have to use the Pays Summary window to exclude any of the groups not being paid You can also add or exclude an employee from
166. rovides quick access to report functions such as printing editing and deleting reports Payroll Premier navigators Each navigator features a list of reports that relate to the actual navigator These lists are based on the most commonly used reports for each section Lists Many lists give you access to reports such as Employee Pays Deductions Allowances Sundries and Workers Page 191 Compensation e Process payroll time After you finish processing your payroll it is the ideal time for you to print your pay slips and reports such as the Pays report Banking report PAYG report Payroll tax and your Superannuation report You simply choose the reports you want to print from the Print Pay Reports window that appears after your payroll has been processed e Report Wizard The Report Wizard accessed through Wizard menu gt Create Reports takes you step by step through the process of creating whatever kind of custom report you need Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 192 Default dates when opening reports The tax related reports in Payroll Premier should be generated based on the Date Paid This is because the tax related payments should include those pays which have actually been paid to the employee during the fin
167. rt by selecting the number of characters on the Object Properties window Advanced section To change a field length right click on the field or click to select the object and then choose Edit menu gt Edit Item Click Advanced on the Object Properties window Chapter 6 Working with reports in Payroll Premier Page 223 Object Properties i Available advanced options will vary depending on the object type selected KY g y y s y bd s In the Number of Export Characters box enter or click to select the maximum number of characters to be exported 8 Click Save then exit from edit mode 9 Choose File menu gt Print to export the file Payroll Premier prints the report to a file consistent with the setting you have just defined Remember that Payroll Premier saves the file to the C Program Files QPRollv23 Reports folder by default unless you specified an alternate location earlier in this process Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 224 SOLVING PROBLEMS AND GETTING PRODUCT SUPPORT Technical support options and Reckon services 226 Talking to a technical support representative 227 Contacting Reckon 231 If you can t solve a problem you re experiencing with Payroll Premier you can get help
168. rt of the redundancy payment which is in excess of the Tax Free Limit as advised by the ATO Pre July 1983 0 00 Untaxed Post June 1983 0 00 Post June 1994 0 00 Untaxed Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 80 2 Click Next to complete the Termination Wizard To complete the Termination Wizard 1 Check that the termination date and all payment amounts are correct You can change the date in this window but if you need to change any payment details you need to click Previous to go back to the relevant windows within the wizard 2 Click Finish and then click Yes to confirm that you really do want to terminate the employee Payroll Premier automatically prints the ETP payment summary for the terminated employee if one is required l It is important that you select the correct Reason for Termination This selection will affect how the a Lump sum A payments Type will be displayed on INB Payment Summary If you need to re print the ETP payment summary for a terminated employee at a later date choose Y Reports menu gt Payment Summaries gt Print ETP Payment Summaries Select a terminated employee and click Print Chapter 3 Setting up and updating your company and employee data Page 81 such as resigna
169. rtment if you wish to pay employees in a specific department only Click the associated drop down list and select the department you wish to pay Click Selected under Employee if you wish to pay a specific employee only Click the associated drop down list and select the employee you wish to pay 5 To pay a specific department or employee only click the Advanced tab B Process Pays Departmen e l i Ta Selected Employee i s All m Selected Cancel 6 Click Process Pays The pay is processed and then Payroll Premier displays the Print Pay Reports window 7 Select the check boxes against the reports you wish to print and then click Print Reports If you want to print a report outside the default period displayed select the period from the drop down list Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 130 Click Close if you do not wish to print any reports at this time If you want to print a report for a period other than the default A Print Pay Reports period displayed gt suhave just paid your employees this is the ideal time to print select the reporting reports Please choose the reports you would like to print below period from the drop
170. ry window displays all of your pays before they are processed It is the starting point for entering and editing current pay details and selecting employees to pay Apart from displaying all your employees pays the window allows you to see each employee s pay details before you actually process the pays You can open the Pays Summary window by choosing Activities menu gt Prepare Pays or by clicking Pay Run on the toolbar Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 88 gt Pays Summary For All Employees JE I 00 3000 00 420 00 2520 00 Development Bi Monthly i 00 3050 00 962 00 2048 00 Scratchley Development Bi Monthly 183 45 00 2295 00 770 00 Kerekes Warehouse Monthly 00 3650 00 1404 00 Jensen Administration Monthly l 00 5350 00 1560 00 Carrier Quality Assur Fortnightly 3 00 1780 75 311 00 Houle il Development Bi Monthly 4 00 3050 00 917 00 39 Turner i Tech Supporl Monthly 364 50 00 4550 00 1174 00 3181 00 Veres Administration Monthly q 00 2916 65 531 00 2380 65 Mowser Administration Weekly t I 525 00 74 00 446 00 85 Lucinda Cate Tech Suoporl Fortniahtly Y 00I 1755 75 374 00 1376 75 Prepare Pays SA Activities v Reports v Sh
171. s and or Updates will be provided to you or made available within any specified time period following the commercial release of such Upgrades and or Updates f When payment is due lf applicable to the Software licensed to you you will be required to pay the monthly subscription fee in advance on the first business day of each month You authorise Reckon to direct debit your monthly subscription fee from the bank account nominated by you g Deactivation at end of subscription period As per clause 4 the subscription version of the Software is provided to you on the understanding and acknowledgment that it may contain technology which deactivates and disables the software if your subscription is not renewed or you are found to be in breach of this licence agreement If the Software is not renewed by the end of the required period the Software may continue to operate but with impaired functionality or you may not be able to access the Software at all including printing out or viewing any of your data or records Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 248 h You need a full version if you don t renew If you elect not to renew your subscription the Software does not allow you to upgrade to a non subscription version of the Software b
172. s and that you have set up the required super funds in Payroll Premier For more details see Setting up your employees on page 57 and Setting up the superannuation fund and rate details on page 72 To export data 1 Choose Activities menu gt Export gt Super Export Payroll Premier displays the Export Super Data window Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 148 A Export Super Data This export wizard will first ask you for the date range of your export terest The second step will assemble a list of employees that have paid super during this date range and show any errors that will cause any employees to be excluded from the export Please enter the dates that you wish to export the Super Data Start Date 1 04 2014 ai EndDate 1707 2014 Next 2 Choose the Start Date and End Date for the super fund data you wish to export 3 Click Next Chapter 4 Preparing and processing your payroll Page 149 Export Super Data Payroll Premier will export payroll data to the following file for the date period 1 04 14 to 1 07 14 Export Esport To Browse 2a Preview nit T Doyle P T Hamp Dean T Hardman lan T Hardman lan T Mowser Dave T Scratchley Greg
173. s icon Choose Date Paid from the Print By drop down list 1 Choose Reports menu gt Payment Summaries and then choose the type of payment summary you want to print Report Writer opens the Payment Summary Filter window for INB payment summaries and the Payment Summary Report window for non INB payment summaries 2 If you wish to change from the default period select the payment summary period covered from the Dates drop down list Select Custom if the period you need is not on the list This will allow you to change the From and To date range 3 Select the employee group you want to print summaries for from the Employees drop down list The All option is selected by default Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 154 4 Click Print Report Writer displays the Report Preview for plain paper INB payment summaries 5 Check all the payment summaries Click the Page up and down arrows to scroll between pages 6 Choose File menu gt Print Choose File menu gt Create PDF s if you wish to print the plain paper INB payment summaries to PDF in order to save electronic copies for your records or to email electronic copies of payment summaries as PDF attachments to your employees Chapter 4 Preparing and processing your
174. s later from the Preferences window which is available when you choose File menu gt Preferences Using the Configuration Wizard Payroll Premier starts the Configuration Wizard automatically once you finish completing the Company Wizard For the following example we ll assume that you ve completed the Company Wizard and are ready to use the Configuration Wizard 1 Follow the onscreen instructions Configuration Wizard Quick Computing Solutions Pty Ltd Do you take deductions from your employees pays Example Health fund contributions Salary gamishee Insurance payments Union deductions lt Previous gt Click Next when you finish entering information on each page of the wizard Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 52 2 Click Finish when you have completed all of the steps in the wizard gt Click Previous if you wish to return to a previous page of the wizard gt Press F1 while the Configuration Wizard is open for further information on each step Setting up awards optional You should set up awards if you want Payroll Premier to speed up the process of entering an employee or if your employees come under a federal award If you have staff that are paid different rates for different times
175. slips as Personal Leave Sick Leave Sub Leave Colours Sub Leave Parent s Colour a Sub Leave Child s Colour Bl m Paid Parental Leave Dollar Value 640 90 Page 123 3 The default setting for Paid Parental Leave is 640 90 per week Override this amount if you pay staff other than weekly E g enter 1 281 80 if you pay fortnightly Pay Rate for Paid Parental Leave Payroll Premier 2014 15 has already been set up with a pay rate for Paid Parental Leave The pay rate for Paid Parental Leave is for reviewing purposes only To view the pay rate for Paid Parental Leave 1 Choose Lists menu gt Pay Rates to display the List Pay Rates window 2 Double click the Paid Parental Leave item The Update Pay Rate Paid Parental Leave window opens Update Pay Rate Paid Parental Leave Pay Rate Employees receiving Paid Parental Leave Cancel Pay Rate Paid Parental Leaw Multiplier 1 0000 I Use As Normal Hours Pay Rate F User Spreadsheet Ent IZ Payroll T TT Enable Li Changes to the pay rate for Paid Parental Leave can be made in Preferences Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 124 Click the Pay Rate tab to view the settings
176. ssarily resolve or be suitable to meet your specific circumstances Page 180 Rebates and Family Tax Assistance Rebates reduce tax payable and are spread out over the year in weekly instalments Family Tax Assistance FTA allows families with dependent children to pay less tax by increasing the tax free threshold If an employee claims FTA or a rebate in the Rebates and Family Tax Assistance question on the TFN Declaration you must adjust the employee s payroll as follows 1 Calculate the rebate or FTA amount the employee will receive each pay period 2 Choose Lists menu gt Employees 3 Select the employee and then click Edit 4 Payroll Premier displays the Edit Employee window 5 Click the Taxation tab and enter the amount calculated in Step 1 as a negative figure in the Extra Tax Contribution or Rebate box CDEP payments The Community Development Employment Project CDEP provides job opportunities in community organisations across Australia Wages paid with funds from the CDEP program must be tracked and recorded on a separate line on the employee payment summary When the CDEP Funding option is selected a CDEP pay rate will appear in the Employee Record on the Pay Rates tab Chapter 5 PAYG and withholdings Page 181 To record CDEP payments 1 Choose Lists menu gt Employee List 2 Select the employee and click Edit Payroll Premier displays the Edit Employee window 3 Click the Taxation tab to select the CDEP
177. status to Contractor status You must terminate the employee and then create a new employee record with Contractor status Labour hire workers Labour hire payments are payments to a contract worker from a labour hire firm for work performed for a client of the labour hire firm To set up a contractor as a Labour Hire worker select Labour Hire Worker on the Taxation tab from the Employee Record Note that this option is available only for contractors Histoy Compensation NestOfKn Notes EBT CustomFields Payment Summaries Personal Company Dates Pay Rates Deductions Allowances Taxation Super Banking Leave ms Tax File Number Min S J Exclude Pays From Payroll Tax sas ABN No ee ee J Exclude From Payment Summary Se Tax Scale Fax Free Threshold Not Claimed FL Sdn J CDEP Funding WorkCover Payment Summary Business and Personal Income Services 0 00 Extra Tax Or Rebate Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 170 Labour Hire payments are reported on the Payment Summary Business and Personal Services Income which can be filed electronically Withholding where ABN not quoted This tax scale applies to payments between two businesses where the busi
178. stcode EE Pay Slips and Payment Summaries The Personal tab drop down list options are e Print Pay Slips pay slips will be printed e Email Pay Slips pay slips will be emailed e Print and email Pay Slips pay slips will be both printed and emailed e Print Payment Summaries payment summaries will be printed Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 138 Email Payment Summaries payment summaries will be emailed e Print and email Payment Summaries payment summaries will be both printed and emailed The default settings are Print The settings can remain at Print even though you have a valid email address in the employee record New Employee Records should not show any data in the Email field e have Print as the setting for Pay Slips and Payment Summaries Generating Emails The process to generate emails for pay slips and payment summaries is the same for printing pay slips and payment summaries The Report Writer which is used when printing payroll reports has an Email icon which becomes enabled in cases where the selected report is capable of being emailed The email capable reports in Payroll Premier are e Pay Slips e INB Payment Summaries e ETP Payment Summaries e Business and Personal Services Income P
179. support is deducted after tax and before other deductions such as superannuation health fund and loan repayments 1 Deduct the employee s income tax instalment 2 Set aside the protected earnings amount 3 Deduct the child support payment or as much as can be paid 4 The remaining pay and the protected earnings amount can be paid to the employee If the full amount cannot be deducted due to protected earnings deduct the maximum amount possible You will need to send this amount to the CSA with a Variations to Maintenance Deductions form The CSA will send you this form on request or it can be downloaded from their website at http www csa gov au The employee has to make up the amount not deducted by paying it directly to the CSA not through you Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 178 To set up a child support deduction for an employee 1 Choose Lists menu gt Employees 2 Select the employee and then click Edit Payroll Premier displays the Edit Employee window 3 Click the Deductions tab 4 Select Child Support from the Deduction List drop down list If you don t have the Child Support deduction set up enter Child Support and then press Tab Click Setup on the Quick Add window to add it to the Deductions Lis
180. t 5 Enter the amount in the Amount column Do not deduct a child support payment that leaves an employee with a net pay after tax and child support deductions of less than the protected earnings amount 6 Click OK Payroll Premier will deduct the child support when the employee s pay is processed Note that you must deduct child support from the advance payment of wages or salary For example when an employee goes on leave and receives an advance payment Chapter 5 PAYG and withholdings Page 179 Court order for salary garnishee es oO oo NN DO oa A W N P To set up garnishee payments for an employee so that the payments come out of each payroll Choose Lists menu gt Employees Select the employee for whom you wish to apply the salary garnishee Click the Employee menu button and choose Edit Click the Deductions tab Enter Garnishee in the Deduction column Enter the garnishee details in the D column Enter the garnishee amount in the Amount field Select No in the Ex Tax field Click OK After the pay has been processed the garnishee amount will show up as a deduction in the Deductions Report Alternatively if the garnishee is a one time only payment you could enter it when you process pays by editing the pay ayroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out a bove is totally error free or will nece
181. t your payroll You can view information about employee pays detail about an individual s pay pay slips banking superannuation taxation leave and more This chapter aims to introduce you to the basic tasks associated with working with Payroll Premier reports Accessing reports in Payroll Premier Using preset reports in Payroll Premier Creating a new report from scratch Customising the look and contents of reports Reorganising your report Printing and exporting reports Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 190 Accessing reports in Payroll Premier There are many places from which you can open reports in Payroll Premier Following is a brief outline of these locations followed by an overview of the Reports List the most common area from which to access reports Where you can open reports in Payroll Premier You can access reports in Payroll Premier from Chapter 6 Working with reports in Payroll Premier Reports menu Choose Reports menu and then make a selection from the list of available reports Note that you can also use this to access memorised reports Reports List Choose Reports menu gt Reports List to access all Payroll Premier s reports including customised reports The Reports List also p
182. teria To be eligible for the scheme claimants will need to pass a work history test an income and a residency test Payroll Officers and claimants will need to satisfy themselves with the eligibility criteria For more information about the scheme visit http www familyassist gov au payments family assistance payments paid parental leave scheme Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 122 The scheme provides a maximum of 18 weeks Government funded Parental Leave Pay at 640 90 a week before tax Payroll Premier enables you to prepare Paid Parental Leave for eligible employees and calculates an amount payable in a pay period You can see how much parental leave has been paid to an employee by generating a Paid Parental Leave report via Report menu gt Leave gt Paid Parental Leave Preferences Paid Parental Leave 1 Choose File menu gt Preferences to display the Preferences window 2 Click the Leave icon on the left Chapter 4 Preparing and processing your payroll Preferences General Tax Super af Leave v Printing r Special Leave Rostered Day Off IV Accrue Leave IV Accrue During Personal Leave IV Accrue During Unpaid Leave Show Personal Leave Sick Leave on pay
183. tes taxation financial wealth management superannuation or other professional advice in relation to these matters The help contained in the Software is not a substitute for obtaining the appropriate independent professional advice If legal advice or other expert assistance is required you should seek the service of the appropriate competent professional g Reckon has no responsibility for recommendations Except as required by the Consumer Guarantees Reckon its employees agents contractors and the authors disclaim any and all liability and responsibility to any person whether a user of this Software or not in respect of anything including without limitation any error in or omission from this Software and of the consequences of any actions taken or omitted to be taken in reliance whether wholly or partially upon all or any part of the content recommendations or help contained in this Software h Corruption of data and on line access Except as required by the Consumer Guarantees Reckon and its authorised distributors disclaim all liability for any corruption of data inability to access data loss of data breach of privacy or downtime as a result of or arising from the use of any online link available between the Software and another server including without limitation in connection with Online Services i Third party On line services Except as required by the Consumer Guarantees Reckon makes no warranty or representation in con
184. that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 50 Company Wizard Company Details 5 Company Quick Computing Solutions Pty Ltd Trading Name Quick Computing SCS File Name C APROGRA 1 QPROLL 1 Data Street 1 i2VadeyTerace Street 2 City Suburb Pyrmont State Nsw zj Postcode 2009 Click Previous if you wish to return to a previous page of the wizard Press F1 while the Company Wizard is open for further information on each step 4 Click Finish when you have completed all of the steps in the wizard Payroll Premier activates the Configuration Wizard automatically once you complete the Company Wizard Setting up your preferences with the Configuration Wizard The Configuration Wizard allows you to specify the features in Payroll Premier you wish to use and set up default values As you progress through the wizard you will be asked a series of questions from which you choose Yes or No for an answer The Configuration Wizard will then enable or disable a feature based on your response If you answer No to using a feature Payroll Premier will turn it off and make it unavailable until you turn it back on Chapter 3 Setting up and updating your company and employee data Page 51 If you answer Yes to using a feature Payroll Premier will enable it for use with your data file You can change any of these preference
185. the exact wording of any message that appeared in the window s e Have user rights to your data file set up so that you can access all areas of Payroll Premier e Have a pencil and paper handy to take notes e Have the following information ready when you call Model of computer and amount of memory RAM and hard disk space Accessory manufacturer type and model for example monitor or printer gt Operating system version Network configuration and software version Solving problems on your own l We recommend you back up your Payroll Premier data file before you start See Backing up your data file on page 18 for more information Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 228 Guidelines for solving typical problems Use the following examples as a guide to solve the problems you have Try the procedure again Start at the beginning Examine windows where you filled in fields to be sure you are asking the program for what you want For example if payments you just entered are not showing on your payment summaries you should ask questions such as e Are my preferences for payment summaries set to include Date Paid e Does this problem occur with only a payment summary for one particular employee e Ha
186. the Standard tab choose which employee type you want to pay for example weekly fortnightly or monthly staff On the Pay Dates tab check the pay period date and date paid and adjust if necessary Optional On the Advanced tab choose if you want to pay only one employee or one department Click Process Pays Payroll Premier then processes pays for all of the selected employees and provides you with a list of payroll reports that you can choose from It s that easy For full details see Processing the pays on page 127 Making your payroll payments Now that your payroll has been calculated and processed you need to pay your employees the ATO your workers compensation insurer superannuation funds and other payroll related agencies When making payroll payments you can Transfer your payroll data to Reckon Accounts to make payments Make your wage ATO and superannuation payments electronically Use Payroll Premier s reports to provide you with information required to make manual payments or to use with non Reckon accounting software See Making your payroll payments on page 141 for more details Chapter 2 Introduction to Payroll Premier Page 43 Performing end of year tasks Apart from creating payment summaries at the end of the year for each of your employees you do not need to do anything further Payroll Premier automatically resets employee year to date figures when you process the first pay in the
187. the leave entitlements will not accrue for paid parental leave Paid Parental Leave is not ordinary time earnings for superannuation guarantee purposes Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 126 Processing the pays Once you have entered the pay details for each employee you can process the pays This is done from the Process Pays window which allows you to select the pay period to pay in and then enter pay dates You can also restrict the pay to a single department or employee To process the pays 1 Prepare the pay in the Pays Summary window 2 Choose Activities gt Process Pays to open the Process Pays window 3 Click the Standard tab then select each pay period that you wish to pay Click the Advanced tab if you want to just pay one employee or one department W Process Pays Click the Pay Dates tab to make sure that the Pay Date and Date Paid dates are correc J Pay Weekly Staff I Pay Fortnightly Staff In this example pays will only be processed for employees paid aff monthly IV Pay Monthly Staff Chapter 4 Preparing and processing your payroll Page 127 The employees will only be paid if the option for their pay period is ticked If you do not use a particular pay peri
188. tion and redundancy in the Paid Parental Leave period the Termination wizard will alert the Payroll Officer and display information including the starting date of the payment and the number of payments made so you can decide whether to proceed with the termination Y If an employee receives Parental Leave payment and then being terminated for various reasons For more information about processing Paid Parental Leave refer to page 122 Reinstating an employee There are two reasons why you may wish to reinstate an employee e You have accidentally terminated the wrong employee e An employee who previously left the company is returning In both these situations you need to use the Reinstate Wizard to reinstate the employee in Payroll Premier To reinstate an employee 1 Choose Wizard menu gt Reinstate Employee Payroll Premier displays the Reinstate Wizard Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 82 Reinstate Wizard Number 23 Employee Name Patrick Doyle z Date of Termination 20 11 1999 EN awe Termination Reason oe is Accidental Termination Retuming to Company is 2 Choose the name of the employee you wish to reinstate from the Employee Name drop down
189. tion with this Licence in accordance with Reckon s then current privacy policy displayed on Reckon s website and ii you acknowledge and agree that you are solely responsible and liable for any personal information you collect use or store using the Software 6 TECHNICAL SUPPORT a Period when technical support is available Reckon will provide technical support for the Software only and for the avoidance of doubt this does not include support for third party hardware or software which remains the responsibility of the relevant third party during the following periods End User Licence Agreement Page 241 i in the case of a subscription version of the Software during the period for which you have paid the relevant subscription fees unless further releases of the Software in question are discontinued and ii in the case of a full version of the Software there is a sunset period during which technical support may not be available for that version The sunset period for a version will commence on the earlier of A 2 years after the date on which you first installed the version on your computer or B the date Reckon releases the second successive Upgrade to that version For further explanation of Reckon s sunset policy please go to http Awww reckon com b What is included as part of technical support Reckon will provide technical support in accordance with its then current technical support policy which may incl
190. tton If employees receive different wages or feature variations in hours deductions and allowances you may need to make some adjustments for the current pay For example you must edit pays and enter additional information when e You use the Timesheet or Spreadsheet method to enter hours that an employee works e You need to record hours worked that differ from the employee s standard hours Chapter 2 Introduction to Payroll Premier Page 41 You make any kind of adjustments to allowances deductions or superannuation that apply to this pay only You need to enter a sundry item such as an expense reimbursement or adjustment to the employee s pay An employee is taking annual personal or any other type of leave You are paying a commission or bonus See Using the Pays Summary window on page 88 for further details Processing your payroll Once you have prepared your payroll on the Pays Summary window you can process your payroll Use the Process Pays window to select the employees to pay and enter the pay dates gt Process Pays Standard PayDaes Advanced I Pay Weekly Staff T Pay Fortnightly Staff IV Pay Monthly Staff Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 42 2 3 4 On
191. u to provide it with a Statutory Declaration stating the reasons for re activation in a form required by Reckon g Older versions Reckon has a sunset policy covered in more detail in clause 6 a which means that technical support is not available for certain older versions of the Software If technical support is not available for your version you will not be able to reactivate or reinstall your Software if you do not have your registration key code Reckon will not be obliged to provide you with a replacement key code and in those circumstances you will need to purchase a new version or Upgrade in order to continue using the Software Please go to http www reckon com to see the sunset policy 5 DATA COLLECTION AND PRIVACY a You acknowledge and agree that Reckon collects information from you when registering activating and validating the Software Additional information may also be collected in relation to your use of the Software Reckon handles personal information in accordance with the Privacy Act 1988 Cth and the applicable Privacy Principles For details on how we collect use disclose and store your personal information and how you can contact us if you want to access or correct personal information please refer to Reckon s Privacy Statement on our website b By activating and using the Software including technical support i you agree to allow Reckon to use and disclose any personal information provided to Reckon in connec
192. uaion Fiki or adding to the mployee Name N Allowances Employee Number report TEs N Employee Status xl ames nem tnsam a Saiil xi Field Heading Annual Leave C Line PJ To learn about Type in the Help Index hangi rties of isti ject m Changing properties of an existing object on a Object properties report Adding a new object on the report Object properties Reorganising your report Once your report includes the information you need you can customise it further by e Changing the column order Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 214 e Changing the column width e Aligning fields e Resizing an object e Moving an object e Deleting an item The report must be in edit mode before you can reorganise columns and other items on the report To switch to edit mode click the Edit Report icon Changing the column order You can reorder the column s position from an open report 1 Select the column you want to reorder Payroll Premier highlights the column in blue 2 Press the SHIFT Key and press one of the arrow keys to move left or right You can also reorder the column s position from the Object Properties window 1 Right click to select the column you want to move to display the Object Properties win
193. ude i as contemplated by clause 4 the technical support required to reactivate the Software or to issue a replacement registration key code for example when you verify your licence details renew a subscription or if you need to reinstall the Software ii provision of telephone help desk support services iii access to technical information about the software contained on Reckon s website and iv the ability for you to download Updates but it does not include provision of Upgrades of the Software For further explanation of Reckon s technical support policy please go to http www reckon com c Fees Clause 4 d sets out the circumstances when you will and when you will not be required to pay charges for the technical support to reactivate your Software including when you wish to reinstall the Software or for Reckon to issue a replacement registration key code For all other technical support Reckon may charge you a fee in accordance with its then current technical support policy 7 ONLINE SERVICES a Interaction with Online Services The Software may contain access to or features that interface with third party online services Third Party Online Services Examples of Third Party Online Services that may be applicable to the Software are ASIC EFTPOS SBR enabled services an online share price download facility and a statement download facility bill Payroll Premier 2014 15 User Guide While we try to prov
194. ulated Financial Supplement debt Compulsory repayments of accumulated Financial Supplement debts are made through the tax system when the student s taxable income reaches the minimum threshold Individuals with an accumulated Financial Supplement debt may need to have additional amounts withheld from their pay cheques under the PAYG withholding system When do I have to withhold the SFSS component You must withhold an SFSS component when a payee has answered Yes to the question Do you have an accumulated Financial Supplement debt on their Tax file number declaration and has earnings over the specified limit The SFSS component is to be withheld from all earnings including taxable allowances bonuses and commissions Do not withhold any amount for SFSS from lump sum termination payments Amounts withheld for SFSS are included on the payee s PAYG payment summary and in the PAYG withholding box on your Business Activity Statement It is not shown separately To withhold an amount you need to select a specific tax scale that applies to the individual employee s circumstance Chapter 5 PAYG and withholdings Page 185 To apply an SFSS tax scale 1 Choose Lists menu gt Employee List 2 Select the employee and click Edit Payroll Premier displays the Edit Employee window 3 Click the Taxation tab 4 Choose a tax scale from the Tax Scale drop down list that applies to the employee s situation See What tax scale do choos
195. ulated amount remove the tick from the Manual Tax check box 8 Enter or modify other pay details if required and then click OK Once you finish modifying pays as required you are ready to process the pays Choose Activities gt Process Pays to open the Process Pays window Chapter 4 Preparing and processing your payroll Page 103 gt To learn about Type in the Help Index Processing a pay with allowances and deductions Process a pay with allowances and deductions using normal pay method Normal Pay method Processing a pay with allowances and deductions Process a pay with allowances and deductions using the spreadsheet method Spreadsheet method Processing a pay with allowances and deductions Process a pay with allowances and deductions using the timesheet method Timesheet Pay method Preparing a pay with Workers Compensation payments Rather than enter Workers Compensation or WorkCover SA and QLD through the Lists menu you can enter a claim and then process the pay By using the Compensation rate you can have Payroll Premier automatically record the details in the Workers Compensation window You can also enter compensation payments through the employee record or through the Workers Compensation List 1 Choose Activities menu gt Prepare Pays to display the Pays Summary window 2 Double click an employee Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t
196. umstances Page 110 6 Click Close The program returns to the Planned Leave window 7 Click OK a Planning leave in Monthly mode leave planner monthly mode Planning leave in Calendar mode leave planner calendar mode Printing a report of planned leave leave planner report Preparing a pay with leave Payroll Premier tracks the leave entitlement an employee accrues the amount of leave taken and what amount remains It s therefore very important that you record any leave taken correctly using the correct leave pay rate 1 Choose Activities menu gt Prepare Pays to display the Pays Summary window 2 Double click the employee The Pay Details window displays pay details for the employee Chapter 4 Preparing and processing your payroll Page 111 If the employee is paid using the spreadsheet method the Spreadsheet Entry window is displayed Click the drop down list arrow in the Details column to display the Pay Details window 3 Go to the Hours tab or Leave Taken tab if using the spreadsheet method and click the Pay Rate drop down list arrow to select the leave type If you click Insert to add a new line for leave and use the Tab key after entering the number of leave hours Payroll Premier will deduct the leave hours from the first Normal hours pay rate line This means that you don t have to reduce the normal hours Payroll Premier does it for you For example if an employee s normal hours are 40 per week and
197. ve you changed any files on the report Try to create a new report from scratch to see if the problem is solved Try a related procedure For example if you have a printing problem e Ensure the printer is working by trying to print something else If you have trouble printing cheques try printing a report If you can t print one of the sales forms try printing a similar form e Ifyou can t print from Payroll Premier try printing from another program such as Microsoft Notepad If nothing Chapter 7 Solving problems and getting product support Page 229 prints from Notepad you know the problem is related to the printer not the software Check the printer connections printer driver print queue and so forth Think about what has been changed If something used to work but no longer does think about what may have changed e Have you changed or added other programs on your computer e Have you added a new printer e Have you moved the Payroll Premier data file to a new location e Have you changed a setting in the Preferences window If the program hangs or locks up There are a number of reasons why your system may freeze while using Payroll Premier Try restarting your computer If restarting doesn t help go through the following list of questions and take any related action Does your computer system or network meet the minimum requirements necessary for Payroll Premier See Chapter 1 Installing Payroll Premier Are
198. ve your employees on pay day Depending on the pay slip preferences you have selected you will get 1 2 or 3 pay slips per page You can select from Plain Classic or Graphics versions of pay slips The PAYG Reports provide the information you need to manually write a cheque for payment to the ATO Before Page 143 you print these reports the Print By setting found within Preferences gt Printing should be set to Date Paid e The Super Report shows you how much superannuation you have to pay to a particular superannuation fund and for which employees e The Deductions report lists all of the deductions taken from employees wages e Payment Summary reports print payment summaries the Reconciliation Statement and ETP payment summaries Making payments by electronic funds transfer Paying your employees by electronic funds transfer EFT is a convenient way to pay your employees Instead of writing cheques and physically getting these to employees on pay day you can create a file that makes the payments direct from your account to a payee s account To make an EFT payment you must create an EFT data file with Payroll Premier and then transfer the file to your bank using software provided by your bank Funds will then be transferred from your company bank account to your employees bank accounts your superannuation funds bank accounts or to the ATO Before you start Before you can make electronic payments you must set up your
199. want to save the report as a memorised report To save the changes as a separate memorised report click Yes Memorised reports will be listed on the Payroll Premier Reports menu under Memorised Reports and under the Reports List User Defined tab If you want to change the preset report click No Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 204 they are run from the Payroll Premier Reports menu However the changes are recognised when Y Sort order and filter changes are not recognised in the default preset Payroll Premier reports when the reports are opened from the Reports List Basic Filtering You can perform basic filtering by selecting from the Dates From To and Custom drop down lists under the Report Writer toolbar To change the From or To dates you must first select Custom from the Dates drop down list Refer to Filtering a report on page 207 for details Setting report properties Properties of a report include the report s name printing and page options totalling subtotalling and when a new page is started You can set these up from the Report Properties window Open the Report Properties window from one of the following locations e Report List by clicking Add or Copy e Report Writer toolbar by
200. with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 56 Standard Details Award Payment Details Timesheet Payments Employees 14 wW Select All wW Select All 2 Employees NOT on this award Employees on this award Name Award Department No Name Department A FA BOE Tech Support f i 103 Madrid Jennifer Tech Support x ensen Brett Management ministration x 8 Carier Aaron DA Tester Quality Assurat x 1 Houle Benoit Programmer Development gt gt 3 39 Tumer Britta Supervisor Tech Support 54iVeres John No Administration Py 85 Lucinda Cate Onsite Support Tech Support X 108 Harding Glen Other Admin ministration 203 Steele Lyall warehouse Staff arehouse X 204Rodrigo Norman warehouse Staff arehouse 205 Mitchell Janie Warehouse Staff arehouse 2 306 Risky Marcus Product Mgr Sales Marketing 3 307 Homes Andrew Software Sales Marketing Press F1 while you are entering the award details for full details on entering awards Setting up your employees with the Employee Wizard The best way to create an employee record is to use the Employee Wizard The wizard takes you step by step through the process of adding an employee and ensures that you enter the details required If you don t have all of the information handy don t worry not all of th
201. y choose File menu gt Print Payroll Premier displays the Select Records window Select Records 1 Choose The page s You Wish To Print lt z When you print a report you can The Next 1 Pages gay Cancel select the pages Page 12 tof 1034 and the number of C All Pages copies you want to Number Of Copies To print BEE print 3 Specify the page s and number of copies you want to print then click Print Your printer prints the report Chapter 6 Working with reports in Payroll Premier Page 221 Exporting report data If you want to export your payroll data to a spreadsheet or word processing program or an accounting program other than Reckon Accounts and you know the required file format you can create a custom export file This is done by creating a report that prints to a data file instead of to your printer 1 Create a report For a spreadsheet or word processor application create the report with details you want For accounting applications create a report with information specified by the target application s file format requirements 2 Choose Activities menu gt Report Properties to display the Report Properties window 3 Click the General tab and select the Export radio button in the Output To frame Payroll Premier enables the Export tab Report Properties xi FIZE X Cancel The Separator and Terminator can only be selected when you select Ot
202. y For 5 Greg Scratchley Right click fields to Enter Details Pay Totals Right Click for Q Zoom i i ay Ending Date 127087200 H Weges 22000 Allow display details of how Date Paid 1570672006 m Comm T00 Sund o that field s totals are PayPeieds o toloa 4500 Super eee calculated Q Zoom Hows eduin lowance Sudy Conmision Borue S Pay Rate Normal Hours 2250 00 Award Overtim 0 00 Items 10 00 0 00 Click fields and choose values from Training ALTa EHON ays 98700 700 the drop down list Total Gross Amount Paid 2295 00 Once you have completed the termination pay click OK to continue with the wizard To add Employment Termination Payments Employment Termination Payments ETPs paid by employers are lump sum payments made upon termination of Chapter 3 Setting up and updating your company and employee data Page 79 employment They include payments made upon resignation death redundancy payments in excess of the tax free limits and invalidity payments On completion of the Termination Wizard Payroll Premier will automatically print an ETP payment summary for the terminated employee 1 If this pay includes any Employment Termination Payments ETPs choose Yes when prompted for ETP and click Next Payroll Premier displays the Employment Termination Payments window Use this window to enter the taxable amounts in the appropriate time period fields Enter the ETP amounts The ETP is that pa
203. y and employee data Page 77 gt Choose Wizard menu gt Terminate Employee Payroll Premier displays the Terminate Wizard Select the name of the employee you want to delete from the Name drop down list Choose Lists menu gt Employees Click the employee you wish to terminate in the Employees list Click Activities and choose Terminate Employee Payroll Premier displays the Terminate Wizard with the employee name already selected If you have a lot of employees this is probably the quickest way to find the employee name 2 Follow the onscreen instructions Click Next when you finish entering information on a page of the wizard gt Click Previous if you wish to return to a previous page on the wizard Press F1 while the Terminate Wizard is open for further information on each step To add a termination pay If you need to add a termination pay for this employee choose Yes when asked if the employee needs to be paid for unpaid work Payroll Premier displays the Add a Termination Pay window Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 78 Type in the applicable dates or click the blue icon beside the date fields to bring up the calendar Click on the tabs to display different pay details Add a Termination Pa
204. y incur a technical support cost for this when you purchase the Software or during the course of your subscription you will be provided with an installation key code IKC Please keep the installation key code in a safe place You may need it when you first install or re install if permitted the Software and to reactivate the Software Please note if you lose your installation key code that it will not be replaced by Reckon and you will not be able to install or reactivate the Software you also need a licence key to reactivate your Software In addition with some older versions of the Software you will not be able to re install or reactivate the Software if you do not have your installation key code see details below on Reckon s sunset policy Page 235 there will be no charge to activate the Software initially or to reactivate your Software when you verify your licence details or renew a subscription Reckon may charge you a fee for technical support if it needs to reissue a licence key provided also that the version of the Software you are using has not been sunsetted as explained below Reckon may also charge a fee if you need to reactivate the Software in other circumstances for example if you need to reinstall the Software if you upgrade your computer or due to a hard drive failure e if you do not renew your subscription which also requires you to install and use the updated Software or if you do not verify your licen
205. y way of the purchase of an Upgrade pack In such circumstances you are only able to upgrade to a later non subscription version of the Software by purchasing a full non upgrade version of the Software i Early termination f you wish to terminate your subscription early you must do so by giving Reckon no less than one calendar month notice to that effect Depending on the type of software you have subscribed to and the type of subscription you are signed up for you may be required to pay a cancellation fee See http Awww reckon com for a schedule of fees Reckon will direct debit your account and you agree to pay the applicable cancellation fee 12 TRIAL LICENCE If you have been provided with a Trial Version of the Software this clause 12 sets out the terms that will apply to your use of the Trial Version a Licence Your licence to use the Trial Version i permits you to evaluate the Software s functionality and suitability for your requirements ii is for the number of users set out in the material accompanying your copy of the Trial Version iii is subject to the general restrictions in clause 2 and the limited warranty in clause 8 iv is for three months Evaluation Period b Duration You acknowledge that your licence to use the Trial Version will only apply for the Evaluation Period At the end of the Evaluation Period i you must not and will not be able to continue to access the Trial Version including any data t
206. yee s Salary or Wages you need to e Deduct the amount of child support specified at the same time you make instalment deductions e Send the deducted amounts to the CSA once a month with a payment advice slip e Do not change the amount that CSA has asked you to deduct unless CSA advises you in writing or unless protected earnings see below prevents you from deducting the full amount How much to deduct The CSA will send you a letter stating the amount your employee is required to pay You are legally required to deduct the specified amount of child support from payments to your employee as directed unless protected earnings apply You can only change the amount of child support that is deducted if the CSA advises you in writing or if protected earnings apply You must not change this amount even if your employee their solicitor or anyone else asks you to If you are in doubt contact the CSA Chapter 5 PAYG and withholdings Page 177 The protected earnings amount You must not deduct a child support payment that leaves an employee with a net pay after tax and child support deductions of less than the protected earnings amount The protected earnings amount is adjusted annually to allow for increases in the cost of living The CSA will advise you each December of the new amount for the next calendar year For details on the protected earnings amount refer to your CSA documentation Applying the protected earnings amount Child
207. yees display edit functions Click ne New Activities or Reports button for Edit Delete Print List Ctrl P relevant options Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 28 Payroll Premier s Calculator Q Calc pop up window When you enter a number you can either type the amount in the field or use Payroll Premier s Calculator Function Q Calc Click Enter to enter the result into Payroll Premier Click Cancel to clear the result and close the Q Calc window Click Clear to clear the result and start a new calculation You can open Q Calc from two locations in Payroll Premier e Numeric entry field position your cursor over the numeric data entry field and click the right mouse button not all numeric entry fields have this functionality e Numeric drop down list click the drop down list arrow Chapter 2 Introduction to Payroll Premier Page 29 Payroll Premier s Calendar Q Date pop up window When you enter calendar dates you can either type the date in the field or use Payroll Premier s Q Date function Click these buttons to move the calendar toa Cancel lt lt lt T5 Aug 2008 gt gt gt Enter different month or year Click to select a date and then click Enter to
208. you are always using the most recent release of Payroll Premier Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 20 You can obtain the latest tax scales and service packs by visiting Reckon website frequently Some update files such as tax scales or reports will only be available if they have changed during the financial year To check for Payroll Premier updates To use this feature you must have access to the Internet 1 Choose Online menu gt Update Payroll Premier Payroll Premier launches the Reckon website 2 Follow the instructions on the website to locate and download any new updates for Payroll Premier Chapter 1 Installing Payroll Premier Page 21 INTRODUCTION TO PAYROLL PREMIER Introduction to Payroll Premier Finding your way around Payroll Premier Using Payroll Premier a quick overview Welcome to Payroll Premier the easy way to manage your payroll This chapter looks at what Payroll Premier is and how you can use it in your business 24 26 32 Introduction to Payroll Premier We all know how difficult and time consuming it can be to process and track payroll There are working hours to track along with salaries and wages vacation and personal leave time deductions allowances superannuation and so o
209. you want to record eight hours of personal leave click Insert to create a new line When you enter the personal leave hours and press Tab Payroll Premier will deduct the eight personal leave hours from the Normal Hours line automatically This will now show 32 hours If you are paying an employee in advance for annual leave such that the pay covers more than one pay period make sure you enter in the Pay Periods box the number of periods the pay covers This ensures that tax is calculated correctly to cover the number of periods covered Also note that if you are paying the employee for more than one period you may need to adjust the employee s deductions and allowances 4 Select the pay rate type from the Type List 5 Enter the hours of leave taken in the Hrs Qty column and then press the Tab key If the employee does not have enough leave accrued you will be warned If you wish to pay them the full hours Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the information set out above is totally error free or will necessarily resolve or be suitable to meet your specific circumstances Page 112 anyway click OK After pressing the Tab key normal hours are adjusted and Payroll Premier displays the Leave Taken pop up window You will be prompted to enter the date the leave will start and the date the leave will finish You can right mouse click on both fields and enter the dat
210. your payroll 87 Examples of common payroll situations 98 Processing the pays 127 Emailing pay slips and payment summaries 132 Making your payroll payments 141 Exporting superannuation payments 148 Printing and lodging your original payment summaries 152 There s a lot involved in getting your employees paid Payroll Premier helps you get through it all by supporting the basic payroll process It starts with preparing your payroll and finishes with making payments and at the end of the financial year preparing payment summaries The payroll process There are three major stages to completing a monthly pay run in Payroll Premier 1 Preparing your payroll This involves selecting the employees you wish to include in a pay run checking their details and modifying pay information as is necessary 2 Processing your payroll This involves activating the pay run in Payroll Premier You can select what types of employees you wish to pay and change pay dates if required 3 Making payments Once you ve processed your pay run Payroll Premier knows the amounts of money that need to be distributed to employees and superannuation funds You can now make payments either electronically manually or through other accountancy programs At the end of the financial year you also need to create payment summaries for each employee Payroll Premier 2014 15 User Guide While we try to provide you with the solution you need we can t promise that the

Payroll Premier 2014/15 User Guide

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