AccountRight Plus and Premier (v2018.2 and later), Australia only

When you finalise an employee, you're telling the ATO that your payroll reporting is complete for the payroll year and that the employee can now complete their tax return.

If you need to change an employee's pay after finalising, you need to indicate this to the ATO by undoing the finalisation. Once you've made your changes, you can finalise again.

You might do this when you need to:

• fix a pay

• prevent an employee completing their tax return while you investigate an issue

• update payroll or ATO reporting categories.

The basic process is:

1. Undo the finalisation.

2. Make your changes.

3. Redo the finalisation.

Fixing a pay

How you fix a pay depends on whether your changes affect the current or a previous financial year. If you're making changes in:

• the current financial year, you just need to adjust their next pay to account for the change. If your pay adjustment affects YTD amounts, the updated amounts will be sent with your next pay run. See Changing a recorded pay.
• a previous financial year, you need to restore a backup and make your changes. Note that whatever changes you make to the restored file will not be reflected in your current file and you may need to update your historical payroll data.