Use PAYG payment summary — individual non-business for payments to payees who:
To install the report, click on the button below:
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.
Under SettingsBusiness Details set Australian Business Number (ABN).
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 Item||ATO reporting category|
|Back pay||Lump sum E|
|Meal expense||Allowance - Meals|
|Ordinary hours||Gross payments|
|Travel expense||Allowance - 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 Item||ATO reporting category|
|Salary sacrifice||Reportable employer super contribution|
|Superannuation guarantee||Superannuation guarantee|
Under SettingsPayslip ItemsDeductions set ATO reporting category.
Example how your payslip deduction items could be set up:
|Payslip Deduction Item||ATO reporting category|
|Charitable donation||Workplace giving|
|Union fees||Union / association fees|
Under Employees set:
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.
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.
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.