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 everyone, thanks for sharing your thoughts on having a payroll report that calculates payroll state tax. We understand some of you are required to calculate tax across multiple states.
While we don't currently have a report which calculates earnings based on state, some of you have mentioned workarounds such as using the Payroll Activity Summary report. This report includes earnings totals and can be filtered by a date range and employee groups.
We recognise the value a report of this nature could have for our customers and it’s been added to the wider pool of ideas for our product team to consider for future development.
While it’s not on our immediate roadmap, we’ll be sure to keep you looped in if there’s any progress.
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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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Ali Kronk
commented
This would make things a lot easier for any state-based obligations, payroll tax in particular
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Steven Di Bartolo
commented
Is this live yet? Any updates? Need this ASAP!
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Robyn Kirakov
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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Freya Pieroz
commented
Yeah - the big problem for me with my own workaround is that we can only have two active tracking categories, so if I use one for payroll tax then I only have one for everything else. I'd rather have a report.
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Janet Shen
commented
Thank you.
We already use tracking category for employee cost centres and cost centres can cover different states.
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Freya Pieroz
commented
We get around this by manually assigning a tracking category to each employee, but that is subject to user error. An automatic report based on postcode would be easier (some of us would still have to adjust it for cross-border employees, like those that live in nearby NSW but work in Canberra, but it would give us a starting point).
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Janet Shen
commented
Can we have a report that can run employee information by state? It is one very important feature for payroll tax
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Jen Mackenzie
commented
Custom Fields for Payroll Items - eg Item is included in Payroll Tax or Workcover remuneration or CoInvest reporting
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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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Janet Shen
commented
a payroll report that can be run by the states that employees are in. It will be great for payroll tax if company employs people across Australia
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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.