Send PAYG Payment Summaries by Email

You can send PAYG payment summaries via email to one or more employees associated with a selected payroll group and tax year.

When you print PAYG payment summaries, the system creates a PDF copy of each payment summary and attaches it to the corresponding summary record in PR Employee PAYG Summaries. Then, when you email employees, the system attaches the appropriate PDF document to the email of each employee that is set up to receive payment summaries via email.

If you elected to secure payroll document attachments (in the PR Company Parameters form), the employee must enter a password to open the attachment.

  1. From the Main Menu, select Payroll > Programs > PR Tax Document Email.
    Note: You can also access the PR Tax Document Email form from the PR PAYG Summary Process and PR Employee PAYG Summaries forms by selecting Tasks > PR Tax Document Email.
  2. In the Tax Year field, enter the appropriate tax year.
  3. In the PR Group field, enter the payroll group or press F4 to select from a list of valid payroll groups. If you want to include all payroll groups for the company, leave this field blank.
  4. To email a single employee, enter that employee in the Employee field. Otherwise, leave this field blank.
  5. Select the PAYG INB Summary check box to email PAYG summaries.
    The Send button is enabled.
  6. To use plain text in the email body, select the Use plain text format check box (below the Body text box).
  7. Create the email using the From, Subject, and Body fields.
  8. To include additional (standalone) attachments with your email, add them to the Attachments box using either of the following methods:
    • Drag-and-drop the desired document from your desktop or Windows Explorer to the Attachments box.
    • Click the Add Attachment button () in the toolbar and select the document to add from the file selection window.
    • Note: The total combined size of additional attachments cannot exceed 10 MB.
  9. To view attachments before sending the email, select an attachment to view in the Attachments box and double-click to open.
  10. (Optional) If you want to delete an attachment, select it in the Attachments box and press Delete.
  11. Click Send.
The system sends the email to the specified recipient(s) and displays a confirmation dialog box.