Answer
During the End of Year Assistant, the Payment Summary Edit step lets you review each employee's calculated figures. Two buttons on this screen let you adjust those figures: Advanced and Refresh.
Manually Editing Values
Click Advanced to unlock the editable fields for the currently selected employee. A confirmation dialog ÔÇö Edit Calculated Values? ÔÇö will appear asking whether you want to edit the calculated End of Year values. Click Yes to proceed. The fields become editable and you can change gross income, tax withheld, lump sum amounts, reportable fringe benefits, and other values as required. You can also tick the Amendment? checkbox here if this payment summary is an amendment to one already lodged with the ATO.
Once an employee's summary has been manually edited, their name in the employee list is shown with the suffix (Manually Edited) so you can see at a glance which records have been changed.
Recalculating (Refreshing) Values
If you want to discard any manual changes and let Lightning Payroll recalculate the values from the pay history, click Refresh. A confirmation dialog ÔÇö Recalculate End of Year Values? ÔÇö warns that this will overwrite any manual changes that have been made. Click Yes to confirm. The summary is recalculated and the (Manually Edited) marker is removed.
Note that if you later edit or add pay information for an employee after running the End of Year Assistant, you will need to return to this step and use Refresh to pick up those changes for any summaries that have not been manually edited.
For a general overview of editing payment summaries and lodging amendments, see How Can I Edit Payment Summaries?
