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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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

Budget Support Added for Next Year

PCSchool has expanded its Budget offering. The General will now cater for:

  • Prior Year Budget
  • Prior Year Revised Budget
  • Current Year Budget
  • Current Year Revised Budget
  • Next Year’s Budget

The addition of Next Year’s Budget is to enable the On Line Order Entry to test budget allocations against Next Year’s Budget where orders placed at the end of a year are to impact on Next Year’s Budget. Where a department has used all of the current year budget the On Line Order Entry will not allow them to order items against this year’s budget which has been fully utilized, however where appropriate they may order items for next year against next year’s budget.

CBPost

ImportExport

Yr End

Finance.exe Version 2014.7.0.146

Bulk change ledger batch transaction dates

Available in PCSchool Finance Version 2014.7.0.105 or above.

PCSchool has added a new feature to Ledger Batch Transaction view where you can change the batch date at the top of the batch then click the ‘Refresh’ button and all transactions in the batch will take the new batch date. This will apply only to unfinalised batches.gl date

Payroll (Australia) – Update Employer Super Rate in bulk (2014-2015)

Additional Payroll Information:


 

PCSchool allows for the Superannuation rate for Employer Super to be updated in bulk via the Payroll Control Files.

Path:  Finance Module – System – Payroll Control Files

Employer Super for 2014-2015 is now 9.5%

first update the 'Default Suepr Rate' and Save

first update the ‘Default Suepr Rate’ and Save

You will then need to select each Super Provider (one by one) and select ‘Global Super % Update’, enter in the new superannuation rate and begin as per the example below.

Update EACH Super Provider and then check in Employee View

Update EACH Super Provider and then check in Employee View

Spider – Budget Dashboard shows Account & Sub-Account

Available in Spider version 2014.02.25 or above.

The PCSchool Budget Dashboard control now shows the General Ledger Account and Sub-Account numbers to the Head of Department when looking at budget reports.

Budge Dashboard

Spider – Budget Dashboard improved linkage to Ledger Project Codes

Available in Spider Version 2013.07.24.xxx or above.

PCSchool has improved the Budget Dashboard control to display department income / expenses based on Ledger Project Code sub accounts.

GL Project Codes are set up in PCSchool 'Back Office and assigned to the department head

GL Project Codes are set up in PCSchool ‘Back Office and assigned to the department head

Report is selected from those in Ledger Standard Report Setup and Printing (eg Department Report) and flagged to 'Publish for Project'.

Report is selected from those in Ledger Standard Report Setup and Printing (eg Department Report) and flagged to ‘Publish for Project’.

Based on the format of the Ledger Report and the sub account of the project code assigned to the staff member, they can then view and drill down on income and expenses for their department.

Based on the format of the Ledger Report and the sub account of the project code assigned to the staff member, they can then view and drill down on income and expenses for their department.