Preparing PAYG payment summaries


PAYG summaries have been deprecated and are no-longer submitted to the ATO.

PAYG Summaries can still be prepared for employees on request, but they are no-longer official tax documents. Additionally, the PAYG summary process ignores Single Touch Payroll final event indicators. 

To print PAYG payment summaries:

  1. Select Module > Payroll > Print PAYG Summaries from the main menu.
    The following warning is displayed.

    The Supplier Details tab of the Create PAYG Payment Summaries window is displayed.
  2. Select the Authorised Date.
  3. Select whether to Enable Emailing of PAYG Summaries.
  4. Click on the PAYG Selection tab.
    The PAYG Selection tab of the Create PAYG Summaries window is displayed.
  5. Select the Payroll Year, Run Date.
  6. Make other selections according to your organisation's needs.
  7. If required, select a specific set of employees in Employee Selections.

    Tip: Leave Employee Selections blank to create PAYG Summaries for all employees.

  8. Click .
    The PAYG payment summaries are created. 

Create PAYG Payment Summaries window fields and buttons
Supplier Details tab
Fields

Field

Description

Authorised Date

Date of authorisation by the Authorised Person.

Enable Emailing of PAYG Summaries

Select to allow PAYG Summaries to be emailed to employees.

Buttons

Button

Description

Open the Synergetic Financial Configuration - PAYG Summary window to edit the Authorised Person or email details. See Synergetic Financial Configuration - PAYG Summary tab in the Finance manual.

Create the PAYG Summary.

Close the Create PAYG Payment Summaries window without creating any PAYG Summaries.


PAYG Selection tab
Generate PAYG Payment Summaries area fields

Field

Description

Payroll Year

Payroll year for which the PAYG Summaries apply.

Run Date

The date of the run.

Include PAYGs already processed on this date

By law you must provide PAYG payment summaries to employees when they leave. If you have already sent out a payment summary to a former employee, then you can choose whether you want to process it again or not.

Generate PAYG Summaries (Employee Copies)

Select to generate the employee PAYG Summaries.

Preview to Screen

Select to display the employee PAYG Summaries on the screen.

Note: Summaries will only be previewed, not created.

Process Print Notifications

Select to process the PAYG Summaries that will be printed.

Note: This field is only visible if Enable Emailing of PAYG Summaries is selected on the Supplier Details tab.

Generate ATO Summary File AND Archive Copies of PAYG Summaries in PDF format

Clear if you do not want to create the PAYG payment summary file. The Employee Selections are used to reprint selected PAYG payment summaries.

Otherwise, select to create the PAYG payment summary file including all updated pays for the selected payroll year.

This is a Test File

Select if you want to create a test file for review.

Preview ATO Submission Summary

Select to view the ATO Submission Summary on screen.

Print Employer Copies of PAYG Summaries

Select to print hard copies of the employer PAYG Summaries.

Save ATO Summary in Folder

Save the file in a location of your choice. Simply type in the path where you want the file to be saved.


Employee Selections area fields

Field

Description

Category

Create PAYG Summaries for employees of this payroll category.

Employment Status

Create PAYG Summaries for employees who work:

  • full-time
  • part-time
  • on a casual basis.

Surname >=

Create PAYG Summaries for employees whose surnames are equal to this field or come before it alphabetically.

Employee ID

Create a PAYG Summary for a specific employee.

Pay Group

Create PAYG Summaries for employees who are paid:

  • monthly
  • fortnightly
  • weekly.

Tax Scale

Create PAYG Summaries for employees who are under a specific tax scale.

Surname <=

Create PAYG Summaries for employees whose surnames are equal to this field or come after it alphabetically.

Buttons

Buttons

Description

Browse to the directory where you want to store the ATO Summary file.

Find a payroll employee using the Get Payroll ID window.