STP Phase 1 YTD and Line Item reports
The Single Touch Payroll Year-to-Date (STP1 YTD) report allows you to generate a report of YTD data sent to the Australian Tax Office (ATO) through Single Touch Payroll.
The STP 1 Line Item report allows you to generate a line item report that drills down and allows you to see a more detailed view of pay allocation submitted via STP per employee or office code (paying entity) for each pay period.
This report can be used to help you work out the cause of any discrepancies when you're unable to reconcile the STP YTD report with the Advanced Payroll Activity report.
Please note: These reports will be used to refer to STP data prior to transitioning to STP Phase 2.
In this article, we will cover:
- Generating the STP 1 YTD report
- Generating the STP 1 Line Item report
Looking for information on the Single Touch Payroll (STP) Report? See our help guide article here!
The STP 1 YTD report shows data that has been sent to the ATO for previous financial years. This report along with the Advanced Payroll Activity report is used to reconcile.
Please note: This report is used to report on STP 1 data that was sent prior to transitioning to STP Phase 2. If you would like to report on your current STP data, then please see our help guide article here!
Some important things to note with this report:
- When this report is generated, it shows the YTD data as 'cash basis' i.e. based on the payment date shown on payslips.
- The STP1 YTD report has a different definition of Gross than the Payroll Activity report.
- This report has filters that can be used to filter to a specific Office Code (paying entity) or employee. Use the filters to view one paying entity at a time if needed.
To generate the STP1 YTD report:
- Navigate to Reports > Financial and under Payroll Reports select STP1 YTD.
- Choose the following filters:
- Date range - This financial year, last financial year or custom date range.
- Paying entities - Choose the relevant paying entities or leave blank for all.
- Employee - Choose the relevant employees or leave blank for all.
- Select Submit to generate your report.
If you're reconciling this report for the EOFY, check out our EOFY reconciliation guide.
The STP1 Line Item report allows you to see a detailed view of pay allocation submitted via STP per employee.
As this report shows a detailed view of an employee's pay allocation, it can be used to help you work out the cause of any discrepancies if you're unable to reconcile the STP YTD report with the Advanced Payroll Activity report.
Please note: This report is used to report on STP 1 data that was sent prior to transitioning to STP Phase 2. If you would like to report on your current STP data, then please see our help guide article here!
To generate the STP1 Line Item report:
- Navigate to Reports > Financial and under Payroll Reports select STP1 Line Item report.
- Choose the following filters:
- Date range - Enter your date range.
- Employees - Filter to specific employees.
- Cash Basis - Choose whether you want to generate the data using as cash basis (payment date) rather than the period end date.
- Select Submit to generate your report.
Tip: If you'd like to focus on a specific employee you can use the employee filter and submit to re-run the report.
If you're troubleshooting any discrepancies and would like more information, please check out the Troubleshooting discrepancies section in our reconciliation guide.