ABKA638 Certificate in MYOB Business Payroll Assessment 2026 v12 | The Career Academy NZ

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 account.

2.Complete the business details.

3.Create superfunds.

4.Set up Pay slip email defaults.

5.Update the linked categories for payroll.

6.Complete the business banking details.

7.Set up pay items.

8.Define ATO categories.

9.Set up Employees.

10.Set up Jobs.

11.Set up Single Touch Payroll Reporting.

12.Process week one payroll.

13.Process week two payroll.

14.Terminate an Employee.

15.Generate reports for assessment.

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
Email: alybarber@email.com
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 fund. The Fund ABN is: 19 905 422 981
The Employer membership no is: 789456123

2.AMP Elevate is the other fund. 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
Reply-to email address: alybarber@email.com

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).

1) Create Other Payroll Expenses Category

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

2) 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

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.

Task Ten: Set up jobs

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

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.

Task Twelve: Process week one payroll

To complete the Assessment, the first pay week you create must be set up to start on
Monday 2nd February 2026 and end on Sunday 8th February 2026. The payment date will be on the following Wednesday 11th February 2026.

The second pay week you create must be set up to start on Monday 9th February 2026 and end on Sunday 15th February 2026. The payment date will be on the following Wednesday 18th February 2026.

Task Fourteen: Terminate an employee

Amanda has received a termination notice from Mark Skeats, 20th Feb 2026 being the last day.
Since you have already processed week 2 pay, you can generate a leave balance detail report and process Mark's final pay as of 20th Feb 2026.
Only pay out annual leave available hours.

Remove values for union fee deduction, accruals and super for the final pay.

• Create a pay run from 16th Feb till 22nd Feb 2026 & Payment date 25th Feb 2026 (No timesheet is needed)
• Preview, Record and Save a copy of the Pay Slips. (These reports will be submitted for marking).
• Complete the Record and Report process.
• (You are not required to complete the bank file payments).
  Enter a termination date for Mark as of 20th Feb 2026

Task Fifteen: Generate reports for assessment

The following reports are required to be submitted for marking:

1.Week One pay slips for both employees.
2.Week Two pay slips for both employees
3.Mark’s final payslip (annual leave hours payout)
4.Generate a Leave balance (detail) report, after Mark's termination (should only have the active employees listed).

Once you have collated these files, click on the Assessment Submission link within this course and upload the four files for your tutor to mark.