Install and Use the PAYG payment summary — individual non-business for Australia

Use PAYG payment summary — individual non-business for payments to payees who:

Installation

To install the report, click on the button below:

Download

Then go to the Settings tab and click Import button in top-right corner.

Navigate to the downloaded file, PAYG payment summary — individual non-business.json, and click Import button.

Setup

Under SettingsBusiness Details set Australian Business Number (ABN).

Note
If you are not familiar with Payslip Items in Manager, you should read our guide on the topic first.

Under SettingsPayslip ItemsEarnings set ATO reporting category.

Example how your payslip earnings items could be set up:

Payslip Earnings ItemATO reporting category
Back payLump sum E
BonusGross payments
CommissionGross payments
Meal expenseAllowance - Meals
Ordinary hoursGross payments
OvertimeGross payments
SalaryGross payments
Travel expenseAllowance - Travel
Unused annual leave (redundancy)Lump sum A - Redundancy
Unused annual leave (termination)Lump sum A - Termination
Unused long service leave (redundancy)Lump sum A - Redundancy
Unused long service leave (termination)Lump sum A - Termination

Under SettingsPayslip ItemsContributions set ATO reporting category.

Example how your payslip contribution items could be set up:

Payslip Contribution ItemATO reporting category
Salary sacrificeReportable employer super contribution
Superannuation guaranteeSuperannuation guarantee

Under SettingsPayslip ItemsDeductions set ATO reporting category.

Example how your payslip deduction items could be set up:

Payslip Deduction ItemATO reporting category
Charitable donationWorkplace giving
PAYG withholdingPAYG
Union feesUnion / association fees

Under Employees set:

Usage

To view the report, go to the Reports tab.

In the list of reports, you will see PAYG payment summary — individual non-business which can be used just like any other report.

Updates

It is recommended to periodically check for the latest version of this report by clicking on Check for updates button at the bottom of the report when viewing it.

Troubleshooting

PAYG payment summary — individual non-business is a report transformation of generic report named Employee Summary which you can also find under Reports tab.

If PAYG payment summary — individual non-business contains no data, go to Reports tab and click on Employee Summary to view it.

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