About the PR PAYG Payment Summary INB Form
Use the PR PAYG Payment Summary INB form to preview, print, and/or generate copies of employee PAYG payment summaries for a given tax year.
You can access this form from either the PR PAYG Summary Process or PR Employee PAYG Summaries form by selecting.
Per ATO rules, if you have made relevant withholding payments to an employee in a given tax year, you must give the employee an INB payment summary within 14 days after the end of the year, or whenever the employee requests a summary in writing no later than 21 days before the end of the year.
If you lodge your payment summary annual report to the ATO electronically, you may can use this form to print copies for the employee. If you do not lodge your annual report electronically, you may use the information in this summary to aid to manual completion of the ATO triplicate form NAT 0046 (PAYG payment summary - individual non-business).
If you have set up your payroll company to attach PAYG payment summaries to summary records for emailing to employees, you must initiate the print process to generate the PDF copies for attachment. If you do not want to actually print the payment summaries, you can cancel out of the print process and the system will still create the PDF attachments. You need only complete the print process if you also want printed copies of the payment summaries or if you have some employees that have elected to receive printed copies rather than emailed copies.
During the print process, the system creates a PDF copy of each payment summary and attaches it to the corresponding summary record in the PR Employee PAYG Summaries form, PAYG INB Summaries tab. Attachments are only visible and accessible by selecting the related summary record in the PAYG INB Summaries grid.
The following are related tasks: