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Payment Summaries |
  
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Payment Summaries |
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PLEASE NOTE: For financial years ending after June 2001, group certificates are now known as PAYMENT SUMMARIES
This option is used for printing your Payment Summaries to a printer on plain paper.
There is a different payment summary format for each of the possible 'Tax Type' classification an employee can be assigned. E.g. If an employee has been given the tax type "PAYG Individual Non-business" in the Taxation 5 tab of their employee details, then they would need an 'Individual Non-business' payment summary.
To print Payment Summaries, in the main screen of e-PayDay®, click on the word 'Company' (above the picture button) and then select 'End of Year' followed by 'Payment Summaries'. Another menu will appear listing the different tax types. Click on the option that is applicable for your employees. If you have more than one tax type amongst your employees, you will need to repeat this step for each tax type.
The 'Report Selection' window will then be displayed. The selected 'Payment Summary' report will be automatically highlighted from the 'Available Reports' window.
You may also produce the payment summary for particular employees (within a 'Tax Type'). For example – to print a payment summary for a particular PAYG Non-Business employee, you will need to choose 'Selected Individual Non-Business' in the 'Report By' field. A window will then appear for you to choose the employee's name (if choosing more than one employee, keep your finger down of the control button on your keyboard), and then click on 'OK').
NB: For any Individual Non-business payment summary there is an accompanying "NOTICE TO PAYEE". This is a single (half) page of text explaining the fields on a payment summary (e.g. lump sum A, B etc). It can either be printed on a single blank piece of paper and then photocopied and one attached to each employee's payment summary, OR after the payment summaries are printed they can be re-placed into your printer, so one can be printed on the back of each.
If you wish to preview the Payment Summaries before sending them to the printer, click on the 'Preview' button.
NB: When previewing Individual Non-business payment summaries, both the NOTICE TO PAYEE and the actual PAYMENT SUMMARY itself are previewed. However, the NOTICE TO PAYEE is in the foreground, with the PAYMENT SUMMARY behind it. Click on 'Close' to view the PAYMENT SUMMARY.
To print the Payment Summaries, click on the 'Print' button.
NB: When clicking on 'Print' for Individual Non-business payment summaries, the payment summary will come out of the printer while a pop-up message on the screen will prompt you about the NOTICE TO PAYEE. You can either print one on blank paper OR re-place your payment summaries back in the printer for the NOTICE TO PAYEE to be printed on the back of each.
Duplicates of the payment summaries for the company's records can be printed. As an example, for Individual Non-business employees, select 'All Individual Non-business (Employer's Duplicate)' or 'Selected Individual Non-business (Employer's Duplicate)' in the 'Report by' field.
Please Note: If the employee has been paid any Allowances (Taxable or Non-Taxable) throughout the Financial Year, a copy of the Allowances Report ATO YTD Summary for selected employee, is to be attached to the Payment Summary.