AU Payroll - Monthly payroll tax report
An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution addresses your key struggles during Payroll reconciliation? What enhancements would you like to suggest?
If that sounds like something you’d like to get involved with, you can book here 👉 form removed since we've received enough interest.
- Heads up! Participants must be users of Xero AU Payroll, with experience of completing payroll reconciliation for 1 or more clients during EOFY
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Natalie Ters commented
very disappointed that XERO doesn't have capability to assist in calculating payroll tax liability. MYOB does have this function hence shouldn't be difficult for XERO to add for users.
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Sue Temple commented
I use STP finalisation report to do my annual reconciliation but if I could have a similar report that shows everything in payroll items in columns it would be great. This is a function that is so important it really needs to be acted on as a matter of urgency. If the STP finalisation report can do it why can there be a similar report in the payroll section
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Steven Di Bartolo commented
Is this live yet? Any updates? Need this ASAP!
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Robyn Welch commented
Any updates on this? New to me client has staff in several states and Payroll Tax in both states to be reported. I gather no reports to be run to make this simpler?
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Freya Pieroz commented
This would be amazing. Being able to designate which employee belongs to which state for the month (instead of having to use one of the two tracking categories) would also be amazing, especially for businesses in border towns like Canberra.
(if an employee lives 5 minutes across the border into NSW, but usually works in Canberra, then usually the employer would be counting them in their ACT payroll tax. But if they work one week of the month in Queensland, then that month they're not working exclusively in one state so you have to go to the tiered tests to see which state they count for, and the first of those tests is where the employee's permanent place of residence is, so for that month that the employee worked one week in Queensland and three weeks in Canberra, the employer gets to include them in their NSW payroll tax lodgement. Fun.)
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Alanna Cooper commented
This would make life so much easier, especially if you could collate at Year End if you only report yearly
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Anne Norman commented
@Arlene - as you will discover, Xero "support" is non existent. The idea of introducing features that customers actually needs is a fallacy. They just want things to look pretty, with functionality coming a poor last. Get used to having to use Excel to get any meaningful data ........
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Arlene Graham commented
Hi Team
It would be great to be able to have such a report. Hoping this can be put to a higher level of need for your customers.
As Xero is used for payroll and accounting, it would be great to have one report that covers salary and wages and other components found in the P/L such as director fees etc. A one stop shop (report) would be fabulous
Thanks
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Anne Norman commented
So - from Xero "support" .... "As you may be aware, currently, Xero Payroll doesn't calculate payroll tax automatically. It has not been included in our Xero Product and there are currently no plans to include this."
In other words - they want us to look for alternatives
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Anne Norman commented
Hear hear and hear. I just love having to download payroll data and save in excel every month, and use Crtl+F to find payroll items excluded from payroll tax .... when it was a one click report with Reckon Accounts.