Review and Update Misc Items for a Single Employee

Review and update miscellaneous items for an employee.

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. However, if you choose to do so, 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 PR PAYG Summary Process 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 Misc Amounts tab.
  5. If necessary, edit amounts for existing records. (Note: Changes will not be updated elsewhere in the system.)

    To add a new record:

    1. In the ATO Item field, enter the miscellaneous item code or press F4 to select from a list of valid codes.
    2. From the EDL Type drop-down, select E-Earnings, D-Deduction, or L-Liability.
    3. In the EDL Code field, enter the applicable earnings, deduction, or liability code (depending on the EDL Type you selected).
    4. In the Amount field, enter the item amount.
    5. For items with an F or G item code only, enter the name of the organisation to which the fees or workplace giving amounts were paid.
    6. Save the record.
  6. Repeat Steps 4 & 5 to review and update Misc items for remaining summary records.
    Note: 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), you can no longer add, edit, or delete miscellaneous item records.

    When you are done reviewing and updating employee information, you can close the form to return to PR PAYG Summary Process, where you can continue with Prepare the PAYG Payment Summary - Individual Non-Business.