Payment Summary Report - Australia

This report prints end of year payment summaries that must be distributed to employees. This report also enables you to create the Payment Summary Annual Return file that is required to be sent to the Australian Taxation Office. You can determine the output and format of the report by selecting various options before the report runs.

Note: Parameter Year End 30 June Year and Signature required for report to produce an output.

When selected, the Amendments Only checkbox will only print Payment Summaries for those Employees with the Payment Summary is Amended set to true. The file that is created as part of this process will be set as an Amended file. Once the Payment Summaries have been run, the checkbox will be removed from the employee.

Error messages display in these situations when you select the Create ATO File option:

You are using Single Touch Payroll to lodge payments with the ATO.
You've sent the final lodgement for the year for all employees to the ATO.

If you enter a Branch in Company Maintenance, this branch number will be used on the Payment Summary and for creating the Payment Summary Annual Return file.

Greentree ensures all employees have correct details. Any missing or incorrect details are output and can be printed using the Print button and selecting a printer from the selection box.

Greentree outputs summary pages for individual non-business and foreign employment at the end of the Payment Summary run to assist with reconciling the values.