Field Definitions: PR PAYG Summary Process Form

The following is a list of field descriptions for the PR PAYG Summary Process form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Tax Year

Tax Year field on the PR PAYG Summary Process form.

This field defaults to the latest tax year for existing records in the PR PAYG Summary Process form.

To view PAYG details for a previously set up tax year, enter the year in this field or press F4 for a list of tax years.

To create a new tax year, you must first set it up in HQ ATO Tax Years. Then enter the new tax year here.

Note: Once you enter the tax year and save the record, the system automatically loads all PAYG items from the previous tax year to the ATO / Super Items and Misc tabs.

ATO/Super Item

ATO/Super Item field on the PR PAYG Summary Process form, ATO / Super Items tab.

Enter the ATO item code or press F4 to select from a list of valid item codes. Once you enter an item here, the system defaults the description in the Item Description field.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

EDL Code

EDL Code field on the PR PAYG Summary Process form, ATO / Super Items tab.

Enter the earnings, deduction, or liability code for the selected ATO item. Press F4 to select from a list of valid EDL codes. The codes listed will depend on the EDL type you selected and are further filtered according to the EDL Code ATO Category value. Only those codes with an ATO Category compatible with the ATO Item selected will be displayed.

Once you enter a code here, the system defaults the description in the Code Description field.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

Misc Item

Misc Item field on the PR PAYG Summary Process form, Misc Items tab.

Enter the item code or press F4 to select from a list of item codes. Once you enter an item here, the system defaults the description in the Item Description field.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

EDL Code

EDL Code field on the PR PAYG Summary Process form, Misc Items tab.

Enter the earnings, deduction, or liability code for this item. Press F4 to select from a list of valid codes. Once you enter a code here, the system defaults the description in the Code Description field.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

Employee

Employee field on the PR PAYG Summary Process form, Employees tab.

Employee records are added to this grid automatically when you run the Generate Amounts process (by clicking Generate Amounts in PR PAYG Summary Process). In addition, the system adds all applicable summary records to PR Employee PAYG Summaries, along with their associated PAYG items and amounts.

Because this data is pulled from the reporting periods and employee accumulation tables, you should never need to manually add employees, and it is strongly recommended that you do not. However, if you choose to do so, you must enter only those employees that have reporting periods falling within the specified reporting year (i.e. the Tax Year you specified in PR PAYG Summary Process).

You can edit the employee's information if needed; however, changes will not be updated to PR Employees. If you wish to review the summaries and PAYG items for an employee, select the employee in the grid and double-click to open the PR Employee PAYG Summaries form.

Note: The Employees grid and the PR Employees PAYG Summaries form do not share fields. Therefore, any changes to the information shown in the grid must be handled here.

If you are adding a new employee record, enter the employee or press F4 to see a list of valid employees.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

Surname

Surname field on the PR PAYG Summary Process form, Employees tab.

Employee records are added to this grid automatically when you run the Generate Amounts process (by clicking Generate Amounts in PR PAYG Summary Process). The employee information shown here defaults from PR Employees and can be edited as needed; however, changes will not be updated to PR Employees.

Note: The Employees grid and the PR Employees PAYG Summaries form (accessed by double-clicking the employee in the grid) do not share fields. Therefore, any changes to the information shown in the grid must be handled here.

If you are adding a new employee record, accept the defaulted surname or edit as needed.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

Given Name

Given Name field on the PR PAYG Summary Process form, Employees tab.

Employee records are added to this grid automatically when you run the Generate Amounts process (by clicking Generate Amounts in PR PAYG Summary Process). The employee information shown here defaults from PR Employees and can be edited as needed; however, changes will not be updated to PR Employees.

Note: The Employees grid and the PR Employees PAYG Summaries form (accessed by double-clicking the employee in the grid) do not share fields. Therefore, any changes to the information shown in the grid must be handled here.

If you are adding a new employee record, accept the defaulted given name or edit as needed.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

Middle Name

Middle Name field on the PR PAYG Summary Process form, Employees tab.

Employee records are added to this grid automatically when you run the Generate Amounts process (by clicking Generate Amounts in PR PAYG Summary Process). The employee information shown here defaults from PR Employees and can be edited as needed; however, changes will not be updated to PR Employees.

Note: The Employees grid and the PR Employees PAYG Summaries form (accessed by double-clicking the employee in the grid) do not share fields. Therefore, any changes to the information shown in the grid must be handled here.

If you are adding a new employee record, accept the defaulted middle name or edit as needed.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

Address

Address field on the PR PAYG Summary Process form, Employees tab.

Employee records are added to this grid automatically when you run the Generate Amounts process (by clicking Generate Amounts in PR PAYG Summary Process). The employee information shown here defaults from PR Employees and can be edited as needed; however, changes will not be updated to PR Employees.

Note: The Employees grid and the PR Employees PAYG Summaries form (accessed by double-clicking the employee in the grid) do not share fields. Therefore, any changes to the information shown in the grid must be handled here.

If you are adding a new employee record, accept the defaulted address or edit as needed.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

Suburb/Town

Suburb/Town field on the PR PAYG Summary Process form, Employees tab.

Employee records are added to this grid automatically when you run the Generate Amounts process (by clicking Generate Amounts in PR PAYG Summary Process). The employee information shown here defaults from PR Employees and can be edited as needed; however, changes will not be updated to PR Employees.

Note: The Employees grid and the PR Employees PAYG Summaries form (accessed by double-clicking the employee in the grid) do not share fields. Therefore, any changes to the information shown in the grid must be handled here.

If you are adding a new employee record, accept the defaulted suburb/town or edit as needed.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

State/Territory

State/Territory field on the PR PAYG Summary Process form, Employees tab.

Employee records are added to this grid automatically when you run the Generate Amounts process (by clicking Generate Amounts in PR PAYG Summary Process). The employee information shown here defaults from PR Employees and can be edited as needed; however, changes will not be updated to PR Employees.

Note: The Employees grid and the PR Employees PAYG Summaries form (accessed by double-clicking the employee in the grid) do not share fields. Therefore, any changes to the information shown in the grid must be handled here.

If you are adding a new employee record, accept the defaulted state/territory or edit as needed.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

Post Code

Post Code field on the PR PAYG Summary Process form, Employees tab.

Employee records are added to this grid automatically when you run the Generate Amounts process (by clicking Generate Amounts in PR PAYG Summary Process). The employee information shown here defaults from PR Employees and can be edited as needed; however, changes will not be updated to PR Employees.

Note: The Employees grid and the PR Employees PAYG Summaries form (accessed by double-clicking the employee in the grid) do not share fields. Therefore, any changes to the information shown in the grid must be handled here.

If you are adding a new employee record, accept the defaulted post code or edit as needed.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

Date of Birth

Date of Birth field on the PR PAYG Summary Process form, Employees tab.

Employee records are added to this grid automatically when you run the Generate Amounts process (by clicking Generate Amounts in PR PAYG Summary Process). The employee information shown here defaults from PR Employees and can be edited as needed; however, changes will not be updated to PR Employees.

Note: The Employees grid and the PR Employees PAYG Summaries form (accessed by double-clicking the employee in the grid) do not share fields. Therefore, any changes to the information shown in the grid must be handled here.

If you are adding a new employee record, accept the defaulted date of birth or edit as needed.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).

Tax File #

Tax File # field on the PR PAYG Summary Process form, Employees tab.

Employee records are added to this grid automatically when you run the Generate Amounts process (by clicking Generate Amounts in PR PAYG Summary Process). The employee information shown here defaults from PR Employees and can be edited as needed; however, changes will not be updated to PR Employees.

Note: The Employees grid and the PR Employees PAYG Summaries form (accessed by double-clicking the employee in the grid) do not share fields. Therefore, any changes to the information shown in the grid must be handled here.

If you are adding a new employee record, accept the defaulted tax file number or edit as needed.

Note: This field is disabled once you close the tax year (i.e. set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed).