Use PAYG payment summary — individual non-business for payments to payees who:
- are employees, company directors or office holders
- are religious practitioners
- receive compensation, sickness or accident payments
- receive non-superannuation income streams
- receive return to work payments
- receive a non-super annuity or pension.
Installation
Go to the Settings tab and click Import button in top-right corner.
Select country Australia then click Next button.
Check PAYG payment summary — individual non-business then click Import button.
Setup
Under SettingsBusiness Details set 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 Item | ATO reporting category |
|---|---|
| Back pay | Lump sum E |
| Bonus | Gross payments |
| Commission | Gross payments |
| Meal expense | Allowance - Meals |
| Ordinary hours | Gross payments |
| Overtime | Gross payments |
| Salary | 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 |
| PAYG withholding | PAYG |
| Union fees | Union / association fees |
Under Employees set:
- Payment Basis
- Residency Status
- Tax File Number (TFN)
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.
