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Loading reportable fringe benefit amounts (Australia)

At the end of each Financial Year, information is provided to employees and the ATO such as Gross Earnings, PAYG, Reportable Superannuation contributions and Reportable Fringe Benefit figures.

The information mentioned above is provided to employees through reports such as the Individual Non-Business Payment Summary and to the ATO through the Electronic File. These reports use the Employee's Financial Year Date Range of 1 July to 30 June to determine the figures that will appear for all information other than the Fringe Benefits.

The Fringe Benefits use a Financial Year of 1 April to 31 March to determine what Reportable Fringe Benefits will appear on the Payment Summary reports and in the Electronic File that are printed for the Employee's Financial Year date range of 1 July to 30 June. If a pay that contains Fringe Benefits is processed with a date outside of the 1 April to 31 March range then those Fringe Benefits will appear in Payment Summaries and Electronic Files for a different year.

If the Reportable Fringe Benefit figures are not being loaded into the MYOB EXO Payroll until the end of the Employee's Financial Year then these figures must be processed in a One-Off Pay. This is because the One-Off Pay can use a date in the past and when the pay is updated there is minimal impact to the rest of the MYOB EXO Payroll.

Follow the instructions below for processing a One-Off Pay for Reportable Fringe Benefit figures.

To access an article regarding the setting up of Non-Cash Benefits, click here.

To process a one-off pay for reportable fringe benefit figures
  1. From the Pay menu select One-Off Pay
  2. For both the Pay Period End Date and Physical Pay Date fields, enter 31 March of the current year. If these dates are not March 31 or earlier then the Reportable Fringe Benefit figures will not appear in the correct Fringe Benefit Year.
  3. As this pay is only to contain the Reportable Fringe Benefit amounts select No from the Copy Standard Pay dropdown list.
  4. Click on the Make One-Off Pay button to create the pay.
  5. A message will appear asking if all employees of this frequency are to be paid. Click Yes if all employees are to be paid Fringe Benefits in this pay or click on No if only some employees are to be paid.
  6. Click on the Calculate Pay button
  7. Enter the employee code of an employee to be paid in this pay. If the employee code is not known then click on the Find:F9 button or press F9 to show a list of employees from which the required employee can be selected.
  8. If No had been selected in step 5 then a message will appear advising that the selected employee is not currently in this pay period. If this employee is to be paid in this pay then click on Yes.
  9. Click on the Non-Cash Benefits button
  10. Click on the Add:F4 button or press F4
  11. Enter the Code assigned to the Reportable Fringe Benefit item that is to be paid to this employee
  12. Enter the appropriate amount for this employee.
  13. If a Cost Centre had not been specified in the Non-Cash Benefits Maintenance screen for this particular Non-Cash Benefit, the appropriate Cost Centre can now be assigned.
  14. Click on the Save:F10 button or press F10
  15. Click on Save:F10 or press F10 to return to the employee's One-Off Pay. The One-Off Pay should not show any values as Non-Cash Benefits are not physically paid to the employee.
  16. To load Reportable Fringe Benefit amounts for other employees, repeat steps 7 to 15.
  17. Once the Reportable Fringe Benefit amounts have been loaded for all employees, click on the Save:F10 button or press F10 to return to the One-Off Pay screen.
  18. Click on the Print Reports button then print the Non-Cash Benefits History report. Use this report to check that the correct values have been entered for each employee. If any figures are incorrect then edit the employee in the One-Off Pay and correct the amount in the Non-Cash Benefit.
  19. Click on the Finish One-Off Pay, Backup button to complete and update the One-Off Pay.
  20. A message will appear asking if the pay is correct, that all reports have been printed and the pay is ready to be updated. Click on Yes to proceed.
  21. The Backup screen will appear. Make sure the options are correct then click on the Backup button.

    The One-Off Pay will not be completed until a backup has been performed and has completed successfully.
  22. Once the Backup is completed, a message will appear confirming that the pay has been successfully updated. Click on OK.
    The amounts processed through the One-Off Pay will now appear on the Payment Summary reports and in the Electronic File for the appropriate employees.

Need more help? You can open the online help by pressing F1 on your keyboard while in your software.

You can also find more help resources on the MYOB Exo Employer Services Education Centre for Australia or New Zealand.

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