What does this help guide cover?
What is the “Company File Reallocation” feature
The “Company File Reallocation” feature is used to reallocate past pay runs to a new entity. Once this is done, future submissions to the ATO (through a pay run, update event or finalisation) will ensure this is corrected in the ATO portal.
The common use case for this feature is to update company information such as ABNs and Payer Branch Codes to match ATO requirements. This is especially useful when updates have only been confirmed after the pay runs have been filed.
How to use Company File Reallocation
Navigate to the Company File Allocation settings in Payroll > Single Touch Payroll > Company File Reallocation.
Add the entity that the pay runs currently belong to into the 'Source Integration' field, and allocate the entity the pay runs should belong to into the 'Target Integration' field:
Then, select which pay runs should be allocated to this new entity:
Click 'Move Pay Runs'.
You can confirm the reallocation by filtering for the new company file in your list of Pay Runs.
Create an Update Event
If both entities are still being used for in-cycle pay runs, the next pay run will update the STP balances, and you can skip this step. You can still run an Update Event in the interim to update the information immediately if preferred, though. If you’re not sure, reach out to payrollsupport@tanda.co.
Additionally, if this is at the end of the Financial Year, you can skip this step and go straight to the steps in our Finalise your STP for the end of financial year (EOFY) help article.
This step is only necessary if all pay runs have been removed from an entity, or an entity is no longer being used in this financial year. This is because there will be no further STP submissions for this file to let the ATO know about the now-removed pay runs. The old Income Statement will likely need to be adjusted to ensure that employees will not end up with duplicate income statements.
To do this, add an Update Event for the employees who have had their pay runs reallocated by going to:
Payroll > Single Touch Payroll > Update Event > + New
Choose the company file that will have no further STP submissions after reallocation.
Tick the employees who should have their Income Statements updated.
Click Actions > Recalculate YTD Balances if needed
Click Submit Update Event
💡 Confirm the information we’ll send to the ATO through the summary in the Update Event page before submitting to ensure this process only needs to be done once. Incorrect allocation can result in this process needing to be run multiple times or duplicate income statements.
Once this has been done, employees will end up with two income statements:
One for the new entity with their total earnings
One for the old entity with an adjusted amount
The ATO will combine these two statements to ensure the employee has the correct amounts allocated to the correct entities. These amounts in the employee’s Income Statement will update around 24 hours after the next STP submission.
FAQs
How long will it take for these to reflect in the employee’s Income Statement?
How long will it take for these to reflect in the employee’s Income Statement?
It will take at least 24 hours for this to reflect in the Income Statement.
Why are my STP submissions throwing an error?
Why are my STP submissions throwing an error?
You’re able to see STP errors by clicking on the red “Failed” icon next to the submission. You can also click this for other statuses such as “Partially Submitted” or “Success”.
How do I know when to use this feature?
How do I know when to use this feature?
If the ATO has mentioned that pay runs need to be allocated to another ABN, or if pay runs have been incorrectly allocated to a duplicate/ incorrect entity.