Generate Employee PAYG Amounts for All Employees (Year-end Summaries)

When you are ready to prepare part-year (on-demand) or year-end PAYG individual non-business (INB) summaries, use the PR PAYG Employee Generate Amts form to generate amounts for each employee.

The system uses the Period of Reporting and Employee Accumulation tables to determine the summaries and amounts to generate for each employee for the specified tax year.
  1. Open the PR PAYG Summary Process form and enter the tax year.
  2. Click Generate Amounts to open the PR PAYG Employee Generate Amts form.
  3. Leave the Employee field blank.
    Note: The system disables the Process Through Date field and sets it to 30/6/YY (for the current tax year).
  4. If there are existing employee summaries for tax year and you want to replace them, select the Startover: Overwrites All Existing Summaries in Tax Year check box.
  5. Click OK.
The system updates each employee's information to the PR Employee PAYG Summaries form (accessed by double-clicking in the Employees grid in PR PAYG Summary Process). Summaries are added to the PAYG INB Summaries tab and PAYG item amounts are added to the ATO / Super Amounts and/or Misc Amounts tabs as applicable. In addition, the system updates the Tax Year and Summary # for each related reporting period on the PAYG Reporting Periods tab in PR Employees.