PAYROLL – Tax Changes for Australia June 2017-2018

PCSchool Payroll has released the new Tax Tables for the Australian 2017/2018 tax year.

For Payroll End of Year Procedures see here

It is recommended that you update to the latest version of PCSchool – Curric version 2016.0.0.521 / Finance version 2016.0.0.194. Providing you have completed your final Payroll Payment run for 20176-17 tax year then download the latest followup available from our website.  You may use either the pre followup version or the newly downloaded Finance.exe to prepare payment summaries for the 2016-17 tax year. The format of Payment Summaries has changed for 2017-18, and these changes are in the Followup, however for 2016-17 the ATO will accept either format. Download the followup and extract the files to \pcschool\programs on the server. These should then automatically flow down to user clients machines when next they run PCSchool.

To use the new Payment Summary print format you will need to take the Followup and download the new report. The new report needs to be downloaded and saved to \PCSchool\Reports\SQL on your server.  (You will know you have the new print format if the Payment Summaries you produce have a Type for Gross Payments and an extra section to indicate if your organisation is exempt from FBT under section 57A)  Should your current Payment Summary contain customization eg school logo then you will need to get these reports (GrCert?.rpt) modified to incorporate the compulsory ATO modifications) before they can be used in the 2017-2018 tax year.

Payment Summary Changes

Once all pays for the 2016/2017 tax year have been completed then proceed to to update your tax tables as below.

You can download the tax scales here. Download the file and extract contents to \pcschool\data on the server. If you run Multi Workareas you will also need to extract to those workareas eg \pcschool\other workarea name  also on the server.  In each desired workarea go into Finance > Utilities > Data Import/Export. Select files 111 and 112. Change option to Erase and Import and Begin Operation.Import Tax.jpg

NOTICE

While all care has been taken PCSchool takes no responsibility for the accuracy of the data tables supplied and it is each users obligation to test the accuracy of the Tax Calculations performed by the program.

Once the followup update has been installed go to Help – About within the Finance Module and check your version number. Your version should be Finance version 2016.0.0.194 (or higher)Finance Version.jpg

Check your Tax, Scales, HELP and SFSS Tables have been updated, these have changed.

Tax ScalesHelp Tax Scales

If you require assistance with any of the above please contact the PCSchool Help Desk – 07 4939 5995 or helpdesk@pcschool.net

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Data Changes for 2017

Sysfile.PayPlan_Item to store default Cost Centre for Payment Plans

Sysfile.Cutoff  Number  Cutoff time for OnLine Payments

Subject_P    Data field Numeric to identify Breakset Set associated with the period

Standards file  Add  Field for Assessment Request Indicator – Asc 2  Values  DE – Digital exam,  DS  – Digital Submission  , NO – Not Allowed

Identity  Add field for Image# to incorporate images to Identity rather than student

 

Absent EN_BATCH   change to String  50 character

Employee Super and Banking. Add Date so that timesheet records can be created in advance and dated as per pay date. Need to add index that combines Type ie Standard or Timesheet and Date

Timetable Period Descriptions and Roll Marking

To allow for the need for increasing flexibility in Attendance Roll Marking PCSchool has made some changes to the Timetable Period Descriptions in Version 2016. Changes will allow schools to create periods for each day in the timetable where the number of periods in the day or length / duration of the period differs. To allow for this the ‘Code’ for each period has changed in format (is not system generated) and a Time Period column has been added.

Changes should not affect most schools, however if schools have previously assigned Year Level Restrictions to periods these may need to be revisited and updated to allow for the new logic as outlined below.

Example of how periods may be set up in Version 2015:V2015TTPeriods

Example of how periods need to be set up in Version 2016:V2016TTPeriods

Example of how periods can be set up in the near future:V2016TTPeriods_Future

Debtor Discount Table

Cost Centres can now have Multiple Discounts added directly through a Discount Table; this is an alternative way to running the Discount through Quick Family Accounting Adjustments.

This new feature is a major improvement allowing schools to apply not only sibling discounts against school fees during the billing process, but also additional discounts / rebates such as staff discounts, parish discounts and hardship discounts.

For more information, click here.

DebDiscSetup

Example of Discount Table

DebDiscBilling

Example of multiple discounts applied in the billing process using the Discount Table

 

Ver 2016 Development Changes

22/6/2017 Finance Ver 2016.0.0.194 Payroll changes for the 2017 – 18 Australian tax year including updates to Printed Payment Summaries and changes to Medicare rebate calculations to comply with ATO specifications. See for details

23/5/2017 Curriculum Ver 2016.0.0.521   Fixed bug in MOE reporting where program reported that the selected file name was incorrect.

18/5/2017 Curriculum Ver 2016.0.0.516 Fixed bug in NZQA upload of Emergency results where these results were passing a nul Date Complete resulting in an xml Schema failure during upload to NZQA

15/5/2017 Extended Community Ver 2016.0.0.19 Added Activity Category for “Interests”

14/5/2017 Curriculum Corrected duplicate error message associated with duplicate Alumni Activities when a student is departed, re-enters and is then departed again.

23/4/2017 Curriculum Ver 2016.0.0.504 Added 2017 Victorian SFOE data collection format. StudentID, Parent 1 School Educ, Parent 2 School Educ, Parent 1 Non School Educ, Parent 2 Non School Educ, Parent 1 Occupation, Parent 2 Occupation

10/4/2017 Curriculum Ver 2016.0.0.503 Added functionality to support the new NZQA initiative re Assessment Options for Digital Submissions ar Digital Exams. For more details see …

4/4/2017 Debtors Ver 2016.0.0.230 Encrypted Credit Card details to render PCI ready.

4/4/2017 Curriculum 2016.0.0.492  Added new street types for address capture inc Outlook, Run, End, and Firetrack

20/3/2017 Debtors Ver 2016.0.0.226 Added functionality to eMail caregivers prior to performing a direct debit draw down on their bank accounts

18/11/2016 Curriculum  New Zealand Ver 2016.0.0.307  Added import of University Entrance Approved standards as part of the standard import routine. The import requires the presence of the UEApproved.csv file which is now shipped along with the latest Standard.zip file. Extract the UEApproved.csv file along with the Standard.txt file to the same folder location. The standard import routine will do the rest.

7/11/2016 All modules From Address using Print Q. It is now possible to enter a generic “From Email Address” when processing bulk emails. This enables the system to show the email as from “noreply@school.com” or “account@school.com” instead of using the actual from address of the logged in user.

3/10/2016 Debtors Ver 2016.0.0.108   Added Cutoff time to import of OnLine Payment entries enabling the user to set the time at which the Secure Payment provider closes off transactions for the specific day. This enables receipt batches to reflect all transactions prior to this time and hold over latter transactions to the subsequent day.

30/9/2016  Finance Ver Payroll Ver 2016.0.0.91  Added support for superannuation clearing house format for QuickSuper Statewide Contribution CSV file specification (v2)

22/9/2016 Curriculum Ver 2016.0.0.233  Added TASC upload capability to Data Capture for Tasmanian schools. Read more

7/6/2016 Debtors Ver 2016.0.0.70  Added functionality to Debtor Payment Plans and Home Stay Plans. In the past the homestay transaction was written to the Creditor Payment area with reference to the family related to the payment. This has been adjusted to include reference to the Student and/or the comment text entered at the time of the creation of the HomeStay Plan. Text entered in this commentary will display in the Creditor Invoice Batch

20/5/2016 Curriculum Ver 2016.0.0.133  Added a check box in Subject Code view enabling the user to check a subject to exclude it from the displayed list of subjects within the “Result Entry” screens. This change will require a version of Spider released after 20/5/2016

20/5/2016 Debtors Ver 2016.0.0.74 Account Master File. Added additional filters to enable user t display

  • only families with a Db or Cr balance
  • only non current families with a Db or Cr Balance
  • only non current families with a Held Deposit
  • only “suspended” debtors

13/5/2016  Finance Ver 2016.0.0.62  Payroll. Added facility to edit Deduction amounts prior to Payroll Generation without the need to create Time Sheets. A much faster way to enter routine deductions such as Staff Lunches etc.

22/3/2016 Finance NZ Release of NZ Tax Scales for 2016 – 17 tax year.

22/3/2016 Curriculum Ver 2016.0.0.72 Security. Added a new security object “Deny Access to Back Office” Users assigned this object will be able to access “Spider” but will not be able to login to “Back Office”

22/3/2016 Curriculum Ver 2016.0.0.72 Co-Curriculum Added Semester 1 and Semester 2 to list of seasons ie  Summer, Winter, Term 1 – Term 4, now Sem 1 and Sem 2

22/3/2016 Finance Ver 2016.0.0.11  Corrected anomaly in the Monthly Super calculation associated with using a second Monthly Super line.

15/3/2016 Debtors Ver 2016.0.0.46 Receipting  Added PCSQ to receipting to support Email and Document Management via PCSQ thereby supporting Office365 as the SMTP server within the receipting module.

15/3/2016 Curriculum Ver 2016.0.0.72 Changes to Absence Roll Collection and Trigger to better cater for new flexibility in Period and Day definitions. Added a functionality to Early Notification to enable user to set the system to ignore unexplained absences, should the child arrive at the school at a later period in the day, there by not sending the parent a notification for unexplained absence if the child has subsequently arrived at school.

15/3/2016 Curriculum Ver 2016.0.0.72 Changes to Attendance Analysis reports significantly speeding up the production of these reports.

10/02/2016 Curric Ver 2016.0.0.46  Changes to Absence Roll Marking to cater for roll marking by full year level groups eg “show roll with all students from Primary School”. Misc tweaks and minor bug fixes associated with Roll Marking and Timetable to ensure new Time Period Header model caters for all varied school situations, to increase the flexibility and function of roll marking, associated with varying period lengths and differing periods on certain days, or for particular year levels.

17/1/2016  Release of 2016 Data Structure changes. Where users have not received an email notification they should contact PCSchool for advice on download.

17/1/2016  Debtors  Ver 2016  Added a new table for entering multiple student discount structures, removing the need for the Discount Calculator as sibling discounts are now calculated as the invoices are created.

PAYROLL – Tax Changes for Australia June 2015-2016

PCSchool Payroll has released the new Tax Tables for the Australian 2015/2016 tax year.

It is recommended that you update to the latest version of PCSchool – Curric version 2014.7.0.892 / Finance version 2014.7.0.339. Download the latest followup available from our website. Download the followup and extract the files to \pcschool\programs on the server. These should then automatically flow down to user clients machines when next they run PCSchool.

Once all pays for the 2014/2015 tax year have been completed then proceed to to update your tax tables as below.

You can download the tax scales here. Download the file and extract contents to \pcschool\data on the server. If you run Multi Workareas you will also need to extract to those workareas eg \pcschool\other workarea name  also on the server.  In each desired workarea go into Finance > Utilities > Data Import/Export. Select files 111 and 112. Change option to Erase and Import and Begin Operation

NOTICE

While all care has been taken PCSchool takes no responsibility for the accuracy of the data tables supplied and it is each users obligation to test the accuracy of the Tax Calculations performed by the program.

Once the followup update has been installed go to Help – About within the Finance Module and check your version number.Finance Version

There are no changes to the Tax Scales, however check your HELP and SFSS Tables have been updated, these have all changed. Tax Table Changes 2015-161If you require assistance with any of the above please contact the PCSchool Help Desk – 07 4939 5995 or helpdesk@pcschool.net

Spider Enhancements & Patches for Version 2015

PCSchool ‘Spider’ was developed to deliver a very simple, customisable and intuitive front end across a browser interface for Teacher, Caregiver and Student use.

For more information see: Spider Flyer  |  Spider Tech Tips  |  Spider Tech Blog

To determine what Version of Spider you are using log onto Spider and see the Version number at the bottom of the screen:Spider Version

Below are new Enhancements & Bug Fixes for Spider Version 2015:

07/05/2015 – Administration control. Access now enabled on this control. Users must have ‘Spider Update Administration’ security item in User Rights Equivalence to be able ‘update controls text’ and ‘update configuration file’ in the Administration control. Available in Spider version 2015.05.07 and above.

04/05/2015 – Markbook V2. Decimal validation added, setup via Result Table type in Back Office > Curriculum Control Files. Now allows numeric values WITH decimals and WITHOUT decimals to be entered into markbook. Available in Spider version 2015.05.04 and above.

30/04/2015 – Web Based Purchase Orders. Now supports GL project types of ‘Print Range’ or Order Projects. Available in Spider version 2015.04.30 and above.Web Orders -Project Codes

29/04/2015 – Markbook V2. Added ability to Download to CSV in markbook. Available in Spider version 2015.04.29 and above.MarkbookV2-Export to CSV

29/04/2015 – Markbook V2. Added new AVERAGE formula. Allowing to average marks across certain columns excluding where no mark given. Available in Spider version 2015.04.29 and above.

  • 8 | 3 | 5 | 9  Ave  = 6.3 ie the sum divided by 4
  • 7 |    | 6 | 4  Ave = 5.7  ie the sum divided by 3 not divided by the 4 columns

14/04/2015Incident Tracker. Security enhanced to restrict view and setup rights and who can create certain TYPES of incidents. Available in Spider version 2015.04.14 and above.

09/04/2015Email Selection now includes tab for ‘Primary Caregivers’ and ‘Alternate Caregivers’ and shows the address tab the contact is attached to and the contacts status. Available in Spider version 2015.04.09 and above.Email-Prim&Alt

02/04/2015Email Selection now includes students Dean and DP (Deputy Principal). Available in Spider version 2015.04.02 and above.

Email-Dean&DP02/04/2015 Behaviour Workflows email selection now includes students Dean and Deputy. Now allows multiple actions in a workflow.  Available in Spider version 2015.04.02 and above.behaviour-Dean&DP

02/04/2015 Markbook V2Available in Spider version 2015.04.02 and above.

  • Data saving is now case sensitive. Allows you to save both ‘n’ and ‘N’ or change ‘n’ to ‘N’.
  • If the student has withdrawn from a Standard / area of assessment, it will show in orange and the column will be locked restricting changes.

01/04/2015Financial Reporting. Security enhanced – users require 640-Ledger Reports to be able to access control, 620-Ledger Maintenance Tasks to access ‘Setup’ for control and must be attached to a Project Code to view financial information for budget areas. Available in Spider version 2015.04.01 and aboveFinReporting-Security