- Select Lodge with ATO
- Tick the declaration checkbox and then select Lodge Update Event
The lodgement is now queued for ATO submission.
Looking to finalise payroll and make adjustments for EOFY? Have you recently transferred your payroll data from another software looking to update the details of a pay event previously reported to the ATO? If so you’ll need to create an update event.
Note: Update events are not associated with any pay runs and can only be created when an employee payment has not been made.
All list of all employees related to that pay schedule will appear on the screen along with their year-to-date payroll details.
Note: When an update event is generated:
There are only 2 items that can be edited in an update event:
To edit an employee RFBA:
If an employee has terminated employment and a termination pay has been processed, the Is Final checkbox will be ticked automatically. If the employee has not been terminated within a pay run and there will be no further payments for that employee in the financial year, you can tick the Is Final checkbox. This will indicate to the ATO that no further payments for this employee will be made. If an employee is reinstated and the same employee payroll ID is used, you will need to untick the Is Final checkbox.
Under the Actions button on the right-hand side you'll find a number of options:
Note: When you select Submit Request, a notifcation email will be sent to the assigned Client Authority and the lodgement status will change from Created to Waiting on client authority.
An assigned client authority will be notified that they are required to action an update event via email. The email will include a link to the update event.
The authoriser will see the same information as the user who made the request but can only perform the following actions:
If the authoriser rejects the lodgement, they will need to add a readon for the rejection. Once this is done, you will be notified by email. If you sent a request to more than one client authority, there is still the opportunity that another client authority approves the lodgement. However, if you have not, you will need to send another client authority request.
Note: You cannot send the request again to the same client authority who rejected the lodgement.
When the authoriser approves the lodgement, they will be required to complete a declaration that will appear in the form of a pop-up.
The client authority will need to tick the checkbox and then select Approve Update Event. Once this is done, you will be notified by email. The lodgement status will change from Waiting on client authority to Client Authorised and you can now start the lodgement process.
The steps to lodging an update event are different depending on your ATO Settings:
The lodgement is now queued for ATO submission.
The lodgement is now queued for ATO submission.
Note: If there is no Standing Authority or Client Authority who has approved the lodgement, you cannot proceed with the lodgement and will need to obtain that authority beforehand.
The following popup will appear:
Update events can only be deleted if they have not yet been lodged with the ATO. To delete an update event:
Looking for more information?
Our payroll partners Keypay have put together some additional content:
STP - Create and lodge an update event [Video]
Creating and lodging an update event