The End of Year Dashboard Insights that can be used when reviewing and reconciling your data for End of Financial Year.
You can apply filters to the whole of the Dashboard, (e.g. Company, Financial Year), Show Data, Download the data and on the graphs you drill down to see the under lying data. You can use the slide bars at the bottom of the bar graphs to include or exclude Financial Years.
Insight | Description |
Employee by Income Type | Employees (All Years) by Income Type for all Payroll Companies. Can review historical information. |
Employees - RFB/RFB Exempt | Current Year RFB and RFB Exempt values in the Employee's record. You can use this to review the data entered for the current Financial Year. |
Employee Tax Details | Employee Tax Details (Current Financial Year), including Tax Scale, Tax Treatment and STP Income Type. You can use this to review their current setup. |
EOY - YTD Payroll Report | Payroll Report information by Financial Year (All Years). Includes, Gross, Tax, Additions After Tax, Deductions After Tax, Net Pay and Super. |
EOY - YTD Costing Report | Costing Report information by Financial Year (All Years). Shows the Total Cost value. You will need to have completed an End of Pay in MicrOpay to update the values with the latest period. |
YTD STP2 Pay Event | Will total together the last STP event for each employee in the Financial Year (All Years) and includes Reporting Groups. You will only be able to see Financial Years where you have used STP2 to report to the ATO. |
When you are balancing between the EOY - YTD Payroll Report, EOY - YTD Costing Report or YTD STP2 Pay Event take into account the following:
Total Cost is all Pay Components, Additions Before and After Tax plus Superannuation
Gross on the EOY - YTD Payroll Report is all Pay Components, Additions and Deductions Before Tax
Gross on the YTD STP2 Pay Event is the Residual Gross which is any Pay Component or Addition that has Gross as the STP2 Reporting Group