Review and Update ATO Items for a Single Employee

Review and update ATO items for a one employee at a time.

Important: Because the system pulls the summary and PAYG items data directly from the Reporting Periods and Employee Accumulations tables (respectively), you should never need to add or edit information in the PR Employee PAYG Summaries form, and it is strongly recommended that you do not. If you choose to proceed, it is imperative that you exercise caution to ensure you are not entering conflicting or duplicate information. See the F1 help for each field for additional information.
  1. Open the PR PAYG Summary Process form and enter the appropriate Tax Year.
  2. Click on the Employees tab and select the employee to review/update.
  3. Double-click the employee record to open the PR Employee PAYG Summaries form.
  4. In the PAYG INB Summaries grid, select the desired summary record and click on the ATO / Super Amounts tab.
  5. If necessary, edit amounts for existing records. (Note: Changes are not updated elsewhere in the system.)
    To add a new record:
    1. In the ATO Item field, enter the ATO item code or press F4 to select from a list of valid codes.
    2. In the Amount field, enter the item amount.
    3. For LSA item codes only, from the LSA Type drop-down, select T-Type T or R-Type R.
    4. Save the record.
  6. Repeat Steps 4 & 5 to review and update ATO items for remaining summary records.
    Note: Once you close the tax year (that is, set the PAYG Tax Year Open/Closed drop-down on the Info tab to PAYG Tax Year Closed), you can no longer add, edit, or delete ATO item records.