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STEP 1 - Financial Year
The Navigation Menu allows you to progress through each step of the EOFY Submission.
The EOFY List displays the Financial Year Ending, Payees, Last Action and Status.
The Actions Button displays the relevant options per the Status.
Status will display one of five options,
| Status | Explained |
|---|---|
|
Current |
Displayed when the current date is < the Financial Year Ending Date (The Financial Year has not ended) |
| Due |
Displayed when the current date is > the Financial Year Ending Date (The Financial Year has ended) however it is < 14 July of the next Financial Year. |
|
Overdue |
Displayed when the current date is > the Financial Year Ending Date (The Financial Year has ended) and > 14 July of the next Financial Year. |
| Partial |
Displayed when an EOFY Submission containing SOME Payees has been sent. |
| Finalised |
Displayed when an EOFY Submission containing ALL Payees has been sent. |
| Amended |
Displayed when an Amended EOFY Submission has been sent. |
👉 If Status is Current, Due, Overdue or Partial, you can Finalise the selected Financial Year.
👉 If Status is Partial, Finalised or Amended, you can Unfinalise or Amend the selected Financial Year.
Showing X to X of X entries. Show X entries allows you to select how many Financial Years you would like displayed per page.
Pagination Controls allows you to navigate between the pages of Financial Years.
STEP 2 - Payees
The Payees List displays the Payee Code, First Name, Family Name, Pay Location, Employment Basis, Pay Period, Classification, Tax Treatment Code and Cessation Date for each previously added Payee.
🎯 We've included the ability to change the sort order by selecting the relevant arrow in the Table Headings.
Showing X to X of X entries. Show X entries allows you to select how many Payees you would like displayed per page.
Pagination Controls allows you to navigate between the pages of Payees.
STEP 3 - Notify ATO
The Navigation Menu allows you to progress through each step of the EOFY Submission.
I am notifying the ATO that: must be selected to enable the Notify ATO button.
Name of Payer Declarer / Name of Intermediary Declarer is prefilled from STP Reporting in the Orgainsations settings.
Preview STP File enables you to view a copy of the STP Submission before it is sent to the ATO.
Notify ATO enables you to declare the information contained in the Update Action is true and correct.
