Where to get payment summaries

If you didn't save a copy or can't find them, restore the backup you made before closing your payroll year and reprint the payment summaries using the Prepare Payment Summary Assistant. Also see Reprinting a payment summary. You need to enter Tax File Numbers for all employees whether you print payment summaries for them or not. If you have employees who do not have a Tax File Number, use one of these numbers provided by the Australian Tax Office:.

Payee chooses not to quote a TFN and has not claimed an exemption from quoting a TFN or does not fit into any of the above categories. Only employees who have been paid in the current payroll year appear in the payment summary assistant. If an employee is not appearing, check that:. If you started using AccountRight during the year, you may need to enter opening balances for your employees.

Employees set as Other won't appear in the assistant. Note that if you want to include an employee who hasn't been paid during the year for example, they have a fringe benefit amount you need to report , see the FAQ section of this help topic. To exclude an employee from the payment summary process, set the Employment Basis in their card to Other.

This will prevent the employee from appearing in the Payment Summary Assistant. If you keep getting errors when preparing payment summaries, such as "There is no Electronic Reporting Specification available for this payroll year", please give us a call on , Monday to Friday 7am to 7pm , Saturday to Sunday 9am to 5pm Melbourne time.

ATO payment summary guidelines. Closing a payroll year. Reportable employer super. Reprinting a payment summary. Unable to load tax tables in AccountRight Premier More ». The instructions weren't clear I couldn't find what I was looking for That's no good. Try searching the help. Or maybe the community forum can help answer your question. I have a problem with AccountRight Sorry to hear that. See if our community forum can help.

Got a feature idea? Add it to the ideas exchange. Something else How would you improve this topic? Unfortunately, we won't be able to respond to your feedback. Looking for someone to help you? All rights reserved. Required: page refresh 5. Pages Blog. Page tree. Browse pages. A t tachments 10 Page History. Prepare payment summaries. Skip to end of metadata. Why did you give this rating? It's hard to find information Instructions are hard to follow Content isn't detailed enough It doesn't fix my software problems.

Anything else you want to tell us about the help? What about pays which span payroll years? How do I amend payment summaries? If you're using AccountRight I need to enter pays for the new payroll year but can't print my payment summaries yet. What should I do? What employment dates are shown on the payment summaries?

How do I view payment summaries from a previous year? Do I have to enter a Tax File Number for all my employees? Why is an employee missing from the payment summary process? If an employee is not appearing, check that: pay history has been recorded for the year run the Payroll Register report for the year.

How do I exclude an employee from the payment summary process? What can I do if I'm getting an error when preparing payment summaries? Related topics. ATO payment summary guidelines Closing a payroll year Reportable employer super Reprinting a payment summary. From the community. Small Business. Under Payment summary , there are 3 tasks to complete. Let's take you through them one by one.

Click Enter payment summary info and you'll see 5 steps to complete for each employee you're preparing payment summaries for. These steps allow you to enter or confirm the details of each employee and the payments they've received during the financial year. If the employee worked for you for the entire financial year, select Yes. If they only worked for you for part of the year, select No and choose the dates they were employed.

Classify each of the earnings and deductions paid to the employee during the financial year into one of the following categories. This ensures they're included in the correct section of the PAYG payment summary. You can classify earnings into one of three categories, depending on the reason for the payment or the type of allowance. For more information about how to classify individual earnings and deductions, see the ATO website.

This step lists all of the earnings and deductions included in each category the parts of the payment summary, like Gross payments and Total allowances , etc. Check that these are correctly assigned. Overrides Use the overrides fields to enter amounts which differ from the calculated values, e. If an earning or deduction appears under the wrong category, you can change it by returning to step 3 click Edit assignments and assigning it differently.

Only categories that will be included on the payment summary are shown. If you've paid the employee any additional income not tracked by MYOB Essentials, include it on their payment summary by entering it in this step.

For more information on these categories, see the ATO website. You'll need to fill in a separate payment summary form available from the ATO and provide this to your employee. If you've selected the option in your payroll settings indicating that your business falls under section 57A of the FBTAA , you'll produce two payment summaries for each employee for whom you entered both non-exempt and exempt reportable fringe benefits.

You can then print or save a copy of the PDF - we recommend saving copies of your payment summaries in case you need to re-print or re-send them. On the Email payment summaries page you can send PDF copies of payment summaries to your employees. This creates an electronic file that you can save on your computer. When you click this button, you might be prompted to save or open the file. Choose Save or Save As and take note of where you save the file.

Check that you've completed all required fields:. To access the Business Portal you need to use a compatible browser. If your confirmation report displays a WM02 warning about "street address line 2", you can ignore this warning.

It's simply advising that the second line of your business address is blank. For most addresses this is normal. When you prepared your payment summaries, you might have saved them as PDF documents. If so, you can simply open the saved PDF then print it again.

You can even reprint a payment summary from a previous year by selecting the financial year you want:. Choose the financial year and applicable employee then click Review payment summaries. Click the PDF icon in the right hand column to display the payment summary, then print it. For more details and pictures see Reprinting a payment summary. Now click Enter payment summary info then click Edit summary details.

You can now select Yes, this is an amendment. Continue the payment summary process to produce the amended payment summaries. For more details and pictures see Amending a payment summary.

Reprinting a payment summary. Amending a payment summary. Reportable Employer Super Contributions. End of financial year in Australia. Payroll reports and past payslips. The instructions weren't clear I couldn't find what I was looking for That's no good. Try searching the help. Or maybe the community forum can help answer your question.

Maybe our community forum can help. Got a feature idea? Add it to the ideas exchange. Something else How would you improve this page? Unfortunately, we won't be able to respond to your feedback. All rights reserved.

Required: page refresh 5. Pages Blog. Child pages. Producing PAYG payment summaries. Browse pages. A t tachments 12 Page History.