How to Update YTD and Finalise End of Year with Single Touch Payroll (NEW)
The New Update action is used to send updated Year-To-Date (YTD) data to the ATO and/or to finalise your End of Financial Year (EOFY).
In JobBag, this function allows you to submit data for:
- π¨βπΌ Employees
- π Talent
- π€ Freelancers (Superannuation only)
How to access STP Window
You can access STP window via the desktop application.
π» Desktop
If youβre using the desktop version of JobBag: Navigate to: Payroll menu > Step 4: Single Touch Payroll (SBR) > New Update
Step 1: π Enter the New YTD Date
Set the New YTD date
π Important: The date must be in the past
- Example: A file dated 30 June must be submitted on or after 1 July
Field Name | Description |
---|---|
New YTD date | Must be a past date. EOFY files can be dated prior to 30 June. |
Set as final figures for the year | β Tick this box only if you are finalising EOFY. Due by 14 July annually. |
Include previously finalised records | β Only tick this if re-submitting already finalised records. |
Step 2: π Select Records to Include
Click and select employees, talent, and freelancers
You can prepare files for:
- A single record
Or multiple records at once
ποΈ Recommendation:
- Include all records, even inactive ones
- Submit separate files for employees, talent, and freelancers
- Tip: Right-click > Select All Employees to include all at once
Step 3: β Reconcile & Submit to the ATO
- Reconcile the New Update file with the Payslip Listing Report
- π§Ύ You can export the file to CSV for manual review
- Once reconciled, submit the file to the ATO
βοΈ Related Tip
Want to customise what you see in the STP window?
π How to Customise the STP Window
Organise training or need more help
Please contact support 02 8115 8090 or email support@jobbag.com