MYOB Exo STP2 Hub

If you have an IT network administrator, we recommend that you seek their assistance to complete your software upgrade for the following reasons:

• Upgrade files are sometimes blocked by, or cause warning messages from, IT security settings and software.
• Upgrade files may trigger antivirus software warnings so you may need to temporarily disable the antivirus software while the upgrade completes.

 An online upgrade is not available for the 2021.09 STP Phase 2 version of MYOB Exo Employer Services. Instead, you will need to download the installer file called ‘austupgrades.exe’. We suggest you create a folder under Payrollv called ‘Installers’ in which to save this downloaded file. 

1. Open your MYOB Exo Employer Services application.

2. Log into any one of your payroll companies.

3. Go to the Help menu and select ‘Upgrade Software’.

4. Select the installer file called ‘austupgrades.exe’ that you previously downloaded and click ‘OK’.

5. Follow the steps in the Upgrade Wizard, clicking ‘Next’ when prompted to move to the next window. Note that this upgrade process only downloads the changed and new files required for this upgrade, the download may still take several minutes to install.

6. When the upgrade is completed, click ‘Finish’.

7. MYOB Exo Employer Services is launched, and the ‘Upgrade Software’ window is displayed.

8. Use the arrow buttons to move companies between the “WILL be backed up” and “Will NOT be backed up” lists. During the upgrade, a backup will be made for each of the companies listed on the right of the screen.

Important note: If you did not take a backup before starting the upgrade process, we strongly recommend that you select all LIVE payroll companies for backup.

9. Click ‘Upgrade Now’. If you chose to back up your companies, the backup will be performed before that company’s data is upgraded. As each company is upgraded, you will see the names of the files being upgraded in the top right hand corner of your screen. Do not interrupt this process. It may take several minutes.

10. You may be prompted to ‘Convert 3.0 resource file to 6.0 format’. Click ‘Yes’.

11. Once the upgrade process has finished, you will be returned to the company selection window. You can now continue using the software in the normal way.

 

Note for terminal server installations: Always use ‘Install Mode’ when installing on a Terminal Server, click here for details. When upgrading a Terminal Services/Citrix server, it is possible to use the ‘Upgrade Software’ function to upgrade the installation. However, after the upgrade is complete, Network.exe must be run from the ‘Add or Remove Programs’ window to complete the upgrade. Click here for further instructions on running Network.exe.

Use the FAQ section of your site to answer those routine questions that always come up and need to be answered. This is a great way to tell us more about what you can offer, fill in some details that might intrigue us, and show us how knowledgeable and helpful you can be.

 No – you will need to manually upgrade your payroll software and you will need to review the changes to your software settings to ensure that the information is being reported correctly. As additional information is required to be reported, it needs to be reviewed by your payroll manager. 

 Refer to the ATO Quick Reference Guide on how to report some of common payment types through STP Phase 2 .

 Under STP Phase 2, the TFD information will be reported to the ATO via STP reporting, so you don’t need to lodge a TFD with the ATO. However, it is still recommended that that you retain a copy of the hard copy of the signed TFD for your (employer) records. 

 Yes. Under STP Phase 2, the ATO now collects data that was previously reported to Centrelink via an Employment Separation Certificate. One of the data items the ATO now needs to collect for the Department of Services is a Cessation Reason. On the Termination Wizard, Exo Employer Services will include a new field called Cessation Type where you can select the relevant cession type from the dropdown menu. There is no requirement for Employment Separation Certificates to be issued once STP Phase 2 reporting has started, but you must provide a Cessation Reason when using the Termination wizard.  

 Under the current STP reporting regime, back payments were not reported via STP so you needed to provide your employees with a separate letter regarding back payments. Under STP Phase 2, Exo Employer Services will report to the ATO Lump Sum E according to the financial year it relates to. 

 Any pre-tax deductions of the type ‘fee’ or ‘workplace giving’ will be reported to the ATO under the ‘Salary Sacrifice – other’ category.  

 The superannuation maintenance window has been updated with new options of ‘Salary Sacrifice’ and the Payment Liabilities options for SG contribution type are disabled and set to False. 

As part of processing your Finalisation after the EOFY, to update the Cessation Reasons for any employees terminated before you started STP Phase 2 reporting, there is a new Exo Employer Services screen called ‘Update Cessation Code for Historical Pays’ and you will be required to submit this information before processing your Finalisation for this financial year.

A new Pay Event Version field will be displayed on the ‘Single Touch Payroll – Finalisation’ window that tells you the version of STP the finalisation event will be submitted under – either the original STP version (2018) or STP Phase 2 (2021).

Go to our EOFY Hub for more detail on finalisation events and EOFY processes in Exo Employer Services.

 Before you start STP Phase 2 reporting, you need to ensure that your STP submissions are up-to-date. STP error - submission failed status code 403 indicates that your STP certificate has expired and you first need to upgrade to 2021.03 and successfully submit your pay event under the current regime. 

If your already familiar with STP Phase 2, the best time to make the transition to STP Phase 2 is ASAP after completing a pay to ensure you have sufficient time to complete the process between pays.

After you upgrade successfully, you should be on version 2021.09 (Help menu > About).

 Setup Payroll > Employer Details: Tick ‘Employer registration for working holiday maker’ if applicable. 

Review/update employee:

• Income stream type as per tax scale setting
• Country code for inbound assignees and WHMs
• Tax Treatment Code

Bulk update: Pay Menu > Single Touch Payroll > STP Phase 2 – What’s New

Individual update: Employee Maintenance > Employee Details tab

New fields added to Standard Pay tab

On upgrading MYOB Exo Employer Services to 2021.09, default values will be entered for employees’ income stream types and tax treatment codes. The first time you open Exo Employer Services after upgrading to 2021.09, a window will appear, showing you an overview of the changes that have been made to each employee record:

• Ensure that Employees have appropriate Income Stream Types selected, these are generated by the Tax Classification and will automatically be populated as:
  • SAW - All Salary and Wage Tax Classifications
  • WHM - Working Holiday Maker Program participants (with a Tax Classification of the same)
• WHM, FEI and IAA Income Streams will require a Country Code to be inserted. Edit the employee concerned and simply press Save to initiate the screen for this to be added.
• There are new Tax Classifications for some employee categories (e.g. Actors and Seasonal Workers). Please review any employees who fall into these categories.
• A new ‘Medicare Levy Variation’ button has been added. The default is ‘None’. You can specify a levy surcharge or a levy reduction for the employee.
• On the Standard Pay screen, you can modify the Income Stream Type for individual employees. Generally, this will be defaulted to SAW (Salaries and Wages). Where necessary, it can be changed to CHP (Closely Held Payees) or IAA (inbound assignees to Australia, who will also require an STP Income Country Code).

 Maintenance menu > Non-Cash Benefits