ABKA638: Certificate in MYOB Business Essentials Payroll Assessment

Read through the requirements below, complete all parts of the assessment and save all the requested files. Once you have collated all the files, click on the Assessment Submission link within this course and upload your completed assessment to your tutor for marking.

Instructions

To complete this assessment, you will need to create a new account within MYOB and then enter a range of transactions. This assessment is based on a fictional case study, and you will find information relating to this case study below.

Please read through all the requirements provided and complete each of the required actions.

Case Study Background

Amanda has a business called Aly’s Hair Saloon. Amanda has never used MYOB Business Payroll before but has created a trial and has been familiarising herself with the features over the past two weeks. Amanda is now ready to create a new business account and has hired you as a payroll administrator to help set it up.

Amanda has asked you to use MYOB Business as the new payroll software for her business. Previously pays had been processed manually using an Excel spreadsheet, which has been cumbersome and inaccurate. After you have created a new business account on MYOB, Amanda would like you to set up a payroll file and process the first 2 weeks pays.

Amanda has two staff – Mark who is on a salary and Joanna who works part time and is paid wages.

Required

In the following pages, there are a range of transactions and processes that you need to complete. Work through the requirements in the order that they are presented.

The tasks you need to be able to complete are as follows:

1. Create a new
2. Complete the business
3. Create
4. Set up Pay slip email
5. Update the linked categories for
6. Complete the business banking
7. Set up pay
8. Define ATO
9. Set up
10. Set up
11. Set up Single Touch Payroll
12. Process week one
13. Process week two
14. Terminate an
15. Generate reports for

Task One: Create a new MYOB Business Payroll Account

The first task is to create a new MYOB Business account you will need to follow the instructions in the course material regarding how to create a new business. Refer to create a new business page in the Introduction to MYOB Business Payroll.

The details of the new business account are as follows:

Business name - Aly Barbers Hair Saloon Pty Ltd.

GST Registered - Yes

Type of Business - Company

Industry – Hairdressing and Beauty Services

Does your business have employees – Yes

Do you need to move data from Xero, Quickbooks Desktop or Reckon – Do not tick the box.

Your role – Student

Experience – None or very little experience

Task Two: Complete the business and payroll settings

Amanda has provided the business details for you to set up in MYOB.

Businesss Name: Aly Barbers Hair Saloon Pty Ltd.

Trading Name : Aly Barbers Saloon

ACN: 444 666 888

Address: 5/150 Symonds Street, Richmond, VIC 3121

Phone: 02 9192 0995

Current financial year: 2026

Last month in financial year: June

Opening balance date: July

Payroll Settings: To get here please click on the company name in MYOB. Click on the Settings Icon and then click on Payroll settings:

Enter the following details:

• A full time employee works 38 hours per week.
• Tick " use timesheets to track employee hours ".
• The week starts on a Monday .

Task Three: Create superfunds

Create two superfunds from the list provided:

1. QBE Super Plan is the default The Fund ABN is: 19 905 422 981

The Employer membership no is: 789456123

1. AMP Elevate is the other The Fund ABN is: 76 746 741 299

The Employer membership no is: 456123777

Task Four: Set up pay slip email defaults

Add the following message to the pay slips:

Subject : From Aly Barbers Saloon

Message : Here is your payslip. Contact me should you have any queries. Thank you.

From name : From Aly Barbers Saloon

Task Five: Update the linked categories for Payroll

Amanda would like you to create the following categories and linked the categories for payroll in the Categories (Chart of accounts).

• Create Other Payroll Expenses Category

• Type - Expense
• Parent header - Payroll Expenses
• Code- 6-4201
• Name - Other Payroll Expenses
• Tax Code - N-T (Not Reportable)

• Create Other Payroll Liabilities Category

• Type - Other current liability
• Parent header - Liabilities
• Code- 2-1352
• Name - Other Payroll Liabilities
• Tax Code - N-T (Not Reportable)
• Classification for statements of cash flows – Operating

Now Edit the linked Categories for Payroll

• Default employer expense category - 6-4201 Other Payroll Expenses
• Default tax/deductions payable category - 2-1352 Other Payroll Liabilities
• Confirm linked categories are correct

Task Six: Set up new bank category

In the Categories (Chart of accounts), enter the business banking details for the Business bank category (1-1110).

Bank account type: Everyday account

Financial institution: ANZ

BSB: 013-546

Bank account number: 789114444

Bank account name: ALY BARBERS SALOON PTY LTD

Company trading name: ALY BARBERS

I pay suppliers and employees from this bank account: (Tick this box)

Bank code: ABC

Direct entry user ID: 455500

Include a self-balancing transaction: (Tick this box)

Task Seven: Set up and edit pay items

To get to pay items – Click on Payroll & then Pay items.
MYOB comes with pre-set leave pay items for full-time salaried employees and part-time hourly employees, there's no need to add existing leave pay items. We will edit the existing ones in MYOB.

Edit existing Leave Pay Items:

1. Annual leave Part time hourly - remove Overtime (1.5x) and Overtime (2x) from Leave Exemptions
2. Personal leave Part time hourly - remove Overtime (1.5x) and Overtime (2x) from Leave Exemptions

Task Eight: Define ATO categories

Define the ATO category for each pay item. Remember to save after each entry.

Wage and Salary Pay Items

Pay item name	Pay Basis	ATO reporting category
Base Hourly	Hourly	Gross payments
Base Salary	Salary	Gross payments
Bonus	Salary	Bonuses and commissions
Commission	Salary	Bonuses and commissions
Overtime (1.5x)	Hourly	Overtime
Overtime (2x)	Hourly	Overtime
Annual Leave Pay	Hourly	Other paid leave
Personal Leave Pay	Hourly	Other paid leave

Superannuation Pay Item

Pay item name	Dollar $	ATO reporting category
Salary Sacrifice	50	Salary sacrifice and RESC

Deductions Pay Items

Pay item name	Calculation basis	ATO reporting category
Advance Repayment	Equals a percentage of a pay item	Not reportable
Employee Purchase	Equals dollars per pay period	Not reportable
One-Time Deduction	User-entered amount per pay period	Not reportable
Union Fee	User-entered amount per pay period	Deduction – union/professional assoc. fees

Task Nine: Set up employees

Amanda has provided the contact details and payroll information for Mark and Joanna. To set them up as employees in MYOB Business Payroll, select "Set up your employee manually" from the "Save and continue" dropdown at the bottom right when creating each employee. Remember to save the information and choose "Save without sending" if the "Request employee details" box appears.

	Employee 1	Employee 2
First name	Mark	Joanna
Surname or family name*	Skeats	Depp
Employee number	1	2

Country	Australia	Australia
Address	32 Standen Street	7/150 Pauls Street
Suburb/town/locality	Canterbury	Glen Waverley
State/territory	VIC	VIC
Postcode	3123	3123

Notes	BSc - Botany	Actress
Date of birth	18/03/58	19/11/65
Gender	Male	Female
Start date	01/10/19	01/01/20
Employment category	Permanent	Permanent
Employment basis	Full time	Part time
Default pay slip delivery	To be emailed	To be emailed
Pay slip email*	marks@bigpond.au	jdepp@email.com
Pay basis	Salary	Hourly
Annual salary $	$75,000
Hourly rate $	$30
Pay cycle	Weekly	Weekly
Hours in a pay cycle	38 per week	20 hrs per week
Wage expense account	6-4100 Payroll - Wages & Salaries	6-4100 Payroll – Wages & Salaries
Add Allocated wage pay items	Commission Bonus Annual Leave Pay Personal Leave Pay	Overtime 1.5x Overtime 2x Annual Leave Pay Personal Leave Pay
Add Allocated leave pay items	Annual leave Full time salary Personal leave Full time salary	Annual leave Part time hourly Personal leave Part time hourly
Balance adjustment – annual leave	80 hrs	40 hrs
Balance adjustment – personal leave	50 hrs	20 hrs
Allocated deduction pay items	Union Fee - User-Entered	Union Fee - User-Entered
Superannuation	QBE Super Plan	AMP Elevate

Employee membership number	445655	456456
Allocated super pay items	Superannuation Guarantee	Superannuation Guarantee
Allocated expense pay item	-	-
Tax file number (TFN) status	Waiting on TFN declaration	Waiting on TFN declaration
Tax file number (waiting on a TFN number)*	111 111 111	111 111 111
Tax table	Tax Free Threshold	Tax Free Threshold
Income Type	Salary and Wages	Salary and Wages
Standard pay must include the following items.	Base Salary (leave amount as default) Annual Leave Pay Personal Leave Pay Bonus Commission Union Fee($5) PAYG Withholding Annual leave Full time salary Personal leave Full time salary Superannuation Guarantee	Base hourly (set as 0 as timesheets are used) Annual Leave Pay Overtime (1.5x) Overtime (2x) Personal Leave Pay Union Fee ($5) PAYG Withholding Annual leave Part time hourly Personal leave Part time hourly Superannuation Guarantee
Payment method	Electronic	Electronic
Split net pay between	1 employee bank account	2 employee bank accounts
Bank statement text	SALARY	WAGES
BSB number	010-789	062-456
Account number	784522222	411112555
Account name	MARK SKEATS	JOANNA DEPP
Amount	Balance remaining	$400 (Value - Dollars)
Bank Account 2	-	062-457
Account number 2	-	411112000
Account name 2	-	JOANNA DEPP SAVINGS
Amount	-	Balance remaining

Task Ten: Set up jobs

Amanda would like to track the income and expenses relating to the areas of her business.

Job Number	Job Name
Saloon	Hair service saloon
Floor	Floor work
Mobile	Mobile service

Task Eleven: Set up Single-touch payroll reporting

Work through the steps of setting up STP.

Correct any business errors. (If the business information is correct simply click Save)

Correct any employee errors.

Complete the declaration details below.

As Aly Barber has been set up for the assessment as a demonstration company and is not an active business you do not need to notify the ATO. Click I’ve notified the ATO and then click send.

Based on the assessment requirements and the provided solution, here is a summary of the assessment, the approach taken by an academic mentor, and the learning outcomes.

Assessment Requirements and Key Pointers

This assessment required the user to act as a payroll administrator for a fictional business, Aly's Hair Saloon, using MYOB Business Payroll software. The core tasks involved setting up a new business account from scratch and processing the first two weeks of payroll. The key pointers to be covered were:

• Business Setup: Creating a new MYOB account and inputting all business and payroll settings, including company details, financial year information, and banking details.

• Superannuation and Pay Items: Setting up default and additional superfunds, and defining various pay items (e.g., salary, hourly, leave, deductions, superannuation) with their correct ATO reporting categories.

• Employee Records: Creating and detailing two employee profiles (one salaried, one hourly), including their personal information, pay details, leave balances, deductions, superannuation, and bank account information.

• Time Tracking and Jobs: Enabling timesheet tracking for employees and setting up job categories to track income and expenses.

• Single Touch Payroll (STP): Setting up the STP reporting process.

• Payroll Processing: Accurately processing the payroll for week one and week two, ensuring all transactions and pay items are correctly applied.

• Reporting: Generating required reports (although not explicitly detailed in the provided text, this is a standard final step for payroll assessments).

Academic Mentor's Approach to Guiding the Student

An academic mentor would have approached this assessment with a step-by-step, section-by-section guidance model to ensure the student understood not just what to do, but why each step was necessary.

1. Initial Overview and Planning:

   • The mentor would begin by having the student read the entire assessment brief to get a holistic view of the task.

   • They would discuss the fictional case study and the student's role, setting the context for the tasks ahead.

   • The mentor would emphasize the importance of following the instructions sequentially to build the payroll file logically.

2. Section-by-Section Guidance:

   • Task One: Creating the Account: The mentor would guide the student through the initial setup, ensuring they correctly enter the business name, GST status, and other foundational details. This section establishes the base for the entire assessment.

   • Task Two: Business and Payroll Settings: This step is critical for compliance. The mentor would explain why details like ACN, addresses, and the financial year are essential for legal and accurate reporting. They would also explain the significance of setting the standard work hours and enabling timesheets, which directly impacts the later payroll processing.

   • Task Three & Four: Superfunds and Payslip Defaults: The mentor would explain the role of superfunds in an employee's remuneration and why having a default fund is important. For the payslip message, they would highlight how this feature enhances communication and professionalism with employees.

   • Task Five & Six: Chart of Accounts and Banking: This is a crucial financial step. The mentor would explain the concept of a chart of accounts and how creating and linking specific categories (e.g., Other Payroll Expenses) ensures that payroll costs are accurately recorded in the general ledger. They would also emphasize the importance of correct banking details for seamless and compliant payments.

   • Task Seven & Eight: Pay Items and ATO Categories: The mentor would spend significant time here, explaining the distinction between different pay items (e.g., Base Hourly vs. Overtime) and how each needs to be correctly mapped to an ATO reporting category for Single Touch Payroll compliance. This is a key learning objective related to legislative requirements.

   • Task Nine: Employee Setup: The mentor would guide the student through creating each employee profile, treating it as a mini-project. For each field, they would explain its purpose (e.g., TFN for tax calculations, pay cycle for payment schedule, leave balances as a starting point). The mentor would also highlight the specific details for each employee (e.g., Mark's salary vs. Joanna's hourly rate) to ensure the student pays attention to detail.

   • Task Ten & Eleven: Jobs and STP: The mentor would explain the business rationale for setting up jobs (e.g., tracking profitability of different service areas). Finally, for STP, they would walk the student through the setup process, explaining its purpose in real-world business operations—reporting payroll data directly to the ATO. They would clarify why, in this assessment, the final step of notifying the ATO is simulated.

Outcome and Learning Objectives Covered

The final outcome of this guided process is a fully configured MYOB Business Payroll file that accurately reflects the fictional business's requirements. The student successfully navigates all the steps, from creating the company to preparing for the first pay run.

The key learning objectives covered in this assessment are:

• Understanding MYOB Business Interface: The student gains practical proficiency in using the MYOB Business Payroll software, navigating menus, and inputting data.

• Payroll Administration Fundamentals: The student learns the core concepts of payroll administration, including setting up business and payroll details, managing employee records, and defining pay items.

• Compliance and Legislative Requirements: The student gains a foundational understanding of key Australian legislative requirements, such as ATO reporting categories, Single Touch Payroll, and the importance of accurate TFN and superannuation details.

• Attention to Detail: The multi-step nature of the assessment, with its specific values and requirements, hones the student's attention to detail, a critical skill for any financial or administrative role.

• Problem-Solving: The process encourages the student to troubleshoot potential errors and follow instructions meticulously to achieve the desired outcome, simulating a real-world task.

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