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End-of-period procedures > Starting a new payroll year > Task 3: Prepare payment summaries
lodge your Individual Non-Business and Employment Termination Payment forms electronically and provide copies to your employees by printing them on plain paper.
To prepare individual non-business payment summaries and ETP summaries
1
Go to the Payroll command centre and click Print Payment Summaries. The Payment Summary Assistant window appears.
2
Select the Individual non-business and Employment termination payment option, then click Next. The Company Information window appears.
4
Select a payment summary field in the left column and then select all the payroll categories that are reportable in this field in the right column. For example, select Gross Payments and then click all the payroll categories that are calculated as part of gross payments, such as base salary, base wages, overtime, holiday pay, backpay, etc.
6
Click Next. The Reportable Employer Super window appears.
a
Click Link Superannuation Categories. The Link Superannuation Categories window appears, showing a list of your superannuation payroll categories.
c
If you want to, you can type a different amount. Note that if you adjust an amount and then reopen the Link Superannuation Categories window and then click OK, adjusted amounts will reset to the calculated amount.
8
Click Next. The Reportable Fringe Benefit window appears.
10
Click the zoom arrow next to an employee’s name. The Employee Payment Summary Information window appears.
12
[ETP summaries only] In the Employment Termination Payment Additional Information section of the window enter the payment date and select appropriate options relating to the payment.
13
Click OK. The Review the Payment Summaries window reappears.
14
Repeat from step 11 for each employee.
16
Click Next. The Verify your Payroll Information window appears. A summary of the total individual non-business and ETP amounts is displayed in the window. You can check these amounts against other payroll reports.
a
Click Preview Verification Report and print the Payment Summaries Verification Report.
a
Click Preview Verification Report and print the Payment Summaries Verification report.
b
Click Close to close the Payment Summaries Assistant and use the Payment Summaries Verification report to complete your ATO forms. You do not need to complete the rest of this procedure.
19
Click Next. The Create EMPDUPE File window appears.
20
Click Create EMPDUPE File. The Save As window appears.
21
Select the location to store the EMPDUPE file and click Save. A window appears giving you the option to print the Magnetic Media Information form.
22
Click Next. The Make a Backup window appears.
a
Click Backup. A window appears with backup options and company file error checking options.
b
Select the options you want and click Continue. The Back Up window appears.
c
Select the location to store the backup file and click Save. The Payment Summaries Assistant closes.
24
If you do not want to back up your company file, click Finish. The Payment Summaries Assistant .
To print the Labour Hire and Other Specified Payments report
1
Go to the Payroll command centre and click Print Payment Summaries. The Payment Summary Assistant window appears.
2
Select the Business and Personal Services Income - Labour Hire and other specified payments option.
3
Click Next. The Payment Summary Fields window appears.
4
Link the Labour Hire and Specified Payments summary fields with your payroll categories.
5
Click Next. The Reportable Employer Super window appears.
a
Click Link Superannuation Categories. The Link Superannuation Categories window appears, showing a list of your superannuation payroll categories.
7
If you want to, you can type a different amount. Note that if you adjust an amount and then reopen the Link Superannuation Categories window and then click OK, adjusted amounts will reset to the calculated amount.
9
Click Next. The Review Payment Summaries window appears.
b
11
Click Next. The Finish window appears. This window provides general instructions for submitting Labour Hire and Other Specified Payments information to the ATO.
12
Click Finish to close the Payment Summary Assistant window.
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