If you receive ‘Change Tax Year cannot be performed because there are unposted transactions’ when running Change Tax Year, it means that there are outstanding transactions. You'll need to either delete or finish processing the transactions before you can proceed with Change Tax Year.
To find the unprocessed transactions you need to:
Find the current period end date for each Pay Frequency.
Run the Transaction Report for the current pay period only for each frequency.
If there are no transactions on the Transaction Report, run IQB-RET003 - Payroll Employee Transaction Total Details (Report) for the current pay period only for each frequency to look for zero Termination Transactions.
Fix the error by either completing the pay process or deleting the transaction
Step one - find the current period end date
The unposted transaction will be attached to a current period end date. You need to find the current period end date for each Pay Frequency (even the unused ones) to use in the reports.
Go to Payroll, Maintenance, General, Pay Frequencies.
Note the Current Period End Date. You can
If the column doesn't display in the grid, right-click and use Customise Grid Columns to add the column.
Or Edit the Pay Frequency. For the current period end date, Processed will be unticked.
Step two - check the Transaction Report
The Transaction Report will display transactions entered in the selected period. Ensure that you only run this for the current period end date in this instance.
Go to Payroll, Reports, Transactions, Transaction Report.
Choose <All> for Payroll Company, Location, Pay Point, and Transaction Type.
Leave From Employee and To Employee blank.
Select your first Pay Frequency and the current Period End Date you found in step one.
Click Preview.
If you receive a message, ‘There are no records to print!’, it means that there are no transactions for the Frequency and Period End Date that contain values for a pay component.
Repeat these steps for each Pay Frequency.
Step three - check for zero Termination Transactions
If no transaction appears for any of your Pay Frequencies on the Transaction Report, there may be a zero Termination Transaction. This can occur if you process a Termination Transaction and there is nothing to pay them. To check run the IQ report for the current period only:
Go to Common, IQ and select IQB-RET003 - Payroll Employee Transaction Total Details (Report).
Enter 1 in Include Terminated.
Enter the current Period End Date as the Period End Date From and Period End Date To.
Click OK to produce the report.
Repeat this for each Pay Frequency.
The report should appear with the Employee who is causing the issue.
Step four - fix the error
Once you have established which Employee has a transaction, you can either:
Complete the Payroll Process, up to and including End of Pay. Make sure that the Period End Date and Payment Date are on or before 30 of June in the current financial year.
For information on changing a pay period end date, see Adjustment Pay Runs.
Or delete the transaction by going to Payroll, Transactions, Processing, Extended Timesheet. When the transaction screen is open, enter the employee, highlight the transaction in Transaction Summary and click Delete Selected.
To terminate the Employee, go to Payroll, Maintenance, Employees, Employees and edit the Employee. In Termination Details, enter a Termination Date, Termination Reason and STP Cessation Reason. Click OK to save.
Once either of the above has been completed, you will be able to successfully Change Tax Year.