How Do I Add or Edit Year-To-Date Adjustments for an Employee?

A YTD adjustment records prior-year or mid-year earnings, tax, and super figures for an employee without creating individual pays. This is useful when migrating from another payroll system part way through a financial year and the CSV import method is not available. For the recommended approach to carrying over opening balances, see How Do I Enter Existing Year-to-Date Figures.

Adding a YTD Adjustment (Desktop App)

1. Open the employee record and select Year to Date from the employee navigation.
2. Click Adjust YTD Totals.
3. Adjust Year To Date Amounts — Enter the cumulative gross, tax, net, ordinary time earnings, overtime earnings, and super figures. Set the Date to the last day the prior figures apply to, and confirm the STP Income Stream. The gross figure shown includes itemised allowances and excludes Reportable Employer Superannuation Contributions (RESC).
4. Adjust Year To Date Bonus Amounts — If the employee has bonuses configured, this page appears. Enter any prior bonus amounts.
5. Adjust Year To Date Leave Amounts — Enter any prior leave paid amounts for annual leave, sick leave, long service leave, or custom leave types.
6. Adjust Year To Date Allowances — If the employee has allowances configured, enter prior allowance totals. These amounts are informational and do not reduce the gross or net entered on the first page.
7. Adjust Year To Date Deductions — If the employee has deductions configured, enter prior deduction totals. These amounts do not reduce the gross or net entered on the first page.
8. Adjust Year To Date Post Tax Superannuation — If post-tax super contributions exist, enter prior totals here. These amounts do not reduce the gross or net entered on the first page.
9. Adjust Year To Date Salary Sacrifices — If salary sacrifice arrangements exist, enter prior totals here. These amounts do not reduce the gross or net entered on the first page.
10. Confirm Year To Date Adjustments — Review the summary, then click Finish to save. Use Back to correct any figures before finishing.

Viewing or Removing an Existing Adjustment (Desktop App)

On the Year to Date screen, click View YTD Adjustments to open the adjustment list. The Other Adjustments? column indicates whether the record also includes allowance, deduction, bonus, post-tax super, salary sacrifice, or leave entries.

Warning: Removing an adjustment will also remove all other adjustments that are associated with it.

Viewing or Removing an Existing Adjustment (Online App)

In the online (web/mobile) app, open the employee record and navigate to Year to Date >> YTD Adjustments. The table shows each adjustment with its date, STP income stream, gross, tax, net, HELP/TSL, SFSS, CDEP, ordinary time earnings, overtime earnings, exempt foreign income, super guarantee, RESC, and whether other adjustments are attached.

To delete an adjustment, use the delete action on the row. Deleting one adjustment removes all associated adjustments for that record (allowances, deductions, bonuses, post-tax super, salary sacrifices, and leave). Adding new YTD adjustments is available in the desktop app only.