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.
First, check the Transaction Report:
Go to Payroll, Reports, Transactions, Transaction Report.
Choose <All> for Payroll Company, Location, Pay Point, and Transaction Type.
Leave the From Employee and To Employee fields blank.
Select your first Pay Frequency and the current Period End Date.
Click Preview.
If a message that ‘There are no records to print!’ appears, it means that there are no transactions for the Frequency and Period End Date that contains values for a pay component.
Repeat these steps for each Pay Frequency.
Note: To find the current Period End Date go to Payroll, Maintenance, General, Pay Frequencies and edit the Frequency. The current Period End Date won't have Processed ticked.
If no transaction appears for any of your Pay Frequencies, there may be a zero Termination Transaction. This can occur if you process a Termination Transaction for a Casual and there is nothing to pay them.
To check if this is the cause:
Go to Common, IQ and select IQB-RET003 - Payroll Employee Transaction Total Details (Report).
Enter 1 in Include Terminated.
Enter the Period End Date From and Period End Date To as the unprocessed Pay Frequency's Period End Date.
Click OK to produce the report.
Repeat this for each Pay Frequency.
The report should appear with the Employee who is causing the issue.
Once you have established which Employee has a transaction you can either:
Complete the Payroll Process. Make sure that the Period End Date and Payment Date are on or before 30 of June in the current financial year.
For more information on how to change a pay period end date refer here:
Or delete the transaction in Payroll, Transactions, Processing and select the Transaction screen. Then 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 should then be able to successfully continue with the Change Tax Year process.
It is a good idea to check that the new financial year dates appear in Payroll, Maintenance, General, General Parameters once the Change Tax Year is successful.