STP Finalisation and Lodgment

The STP Finalisation and Lodgment form is used to send data to the ATO at the end of the financial year. This form will be used to Finalise and lodge employee STP information to the ATO. For more information on when to use this form, see the End of year payroll processing guide.

Features

Makes submitting STP details simple
Permission controlled form

STP Finalisation and Lodgment form

Module: Payroll

Category: End of year

Activation: Main > Payroll > End of year > STP Finalisation and Lodgment

Special actions available for users with Administrator permissions:

None

Database rules:

None

Field definitions

Lodgment period

Reference: Button

This option will show the available periods that can be finalised and lodged.

Employee list

Reference: List

This section contains a list of all available employees that are eligible to be lodged, and also employees that don't need lodging, but you may want to re-lodge. You can select all employees individually, or tick "Select all employees", which will automatically tick all employees marked as “YES” in the “Requires finalisation” column. Any employees that you don't want to lodge can be deselected. Employees who do not require finalisation are surrounded by square brackets [example].

By default, this list will be sorted by the "Requires finalisation" heading. Clicking the name column will show employees that require finalisation in alphabetical order, followed by employees that don't require finalisation in alphabetical order. The "Requires finalisation" heading cannot be used as a sorting filter.

Finalisation date: This column will always display a date. New employees or employees that have not been finalised with STP in a previous financial year will display the date of 30/12/99. Employees that have been finalised on a previous financial year will display that most recent date. The date for employees that you have selected to finalise and lodge will change to the most recent financial year once completed. Once you have lodged your STP finalisation, the date of finalisation will not change until a confirmation is received from the ATO. Submitting to the Transport Provider (Ozedi, MessageXchange, etc) will not change the date as they are only sending/receiving data to and from the ATO.

Finalise and Lodge

Reference: Button

This button will send the data to the ATO. A confirmation window will display to confirm that the data you are sending is correct. This button will remain inactive until a lodgment period and at least one employee has been selected to require finalisation.

Only employees selected for finalisation will be lodged, with unselected employees remaining in your database with their current information.