Although all Australian Payroll information is now required to be submitted through Single Touch Payroll, you are still able to create and print historical payment summaries for prior years that Single Touch Payroll was not being used.
In Attaché Payroll, the process to print a payment summary takes 3 steps.
Run the Employee Details/Validation program
Create a Payment Summary
Print a Payment Summary
Run Employee Details/Validation
Ensure the employer details are correct for all employees receiving summaries in the print run. You cannot print payment summaries until you have entered the Employer Details via Payroll, Period End, Payment Summaries, Employer Details | Validation. This process needs to be run in the correct historical payroll company where you require the payment summary.
The validation checks the employee Masterfile for missing or invalid tax file numbers and incorrect address/postcode details.
If any errors are found, the report highlights them indicated by **.
To Reprint a Payment Summary
Access the correct historical payroll company to create the required payment summary. i.e. If the required payment summary is for 2017, Access the 2017 historical payroll company to create that payment summary.
Take a backup of the required payroll company before running this task to ensure you have details to return to if you make incorrect selections (for example, if you've created summaries for more employees than intended).
Go to Payroll, Reports or Period End, Payment Summaries, Create Payment Summaries.
The Prompt 'Employer details and Validation' program been run without any errors being detected? appears.
If yes then confirm Yes, if no, then confirm NO, and run the program from Payroll, Reports or Period End, Payment Summaries, Employer Details/Validation
The Options tab should display the correct Starting Tax Year.
Select the tick box options if they apply from the Tax year area.
Select the appropriate radio button from the Employees to Process area, as per the status of the employee(s) in question.
Make sure the Employer Details section has the correct employer information.
Go to the Ranges tab, and filter by the required details based on the four options of Location, Employee Code, Pay Point, Surname Sort.
Click Process. If there is information for the employee to create a payment summary, and the filters and options have been selected correctly, it will state in the final screen 'X Payment Summaries (X employees) added to the payment summary data file.
In the Employee Masterfile, when a payment summary has been created, it will notate a 1 in the Tax tab, Created PAYG field/column (a 0 will display here if the payment summary has NOT been created).
When a payment summary is created, the Employee Masterfile, Tax tab, and Tax Certificate Status field set to Pending.
To Print a Payment Summary
Access the correct financial year company to print the required payment summary.
Please create a backup of the required payroll company before running this task.
Go to Payroll, Reports or Period End, Payment Summaries, Print Payment Summaries.
You will be prompted "Has the Employer details and Validation program been run without any errors being detected?"
If yes then confirm Yes, if no, then confirm NO, and run the program from Payroll, Reports or Period End, Payment Summaries, Employer Details/Validation.
The correct corresponding Payment Summary Date and Starting Tax Year should display in the Report Options area.
Enter the Authorised Person in the corresponding field.
Select any required boxes in this Report Options area other than Re-Print Payment Summaries (as per Step 2 above).
Make sure the Employer Details section has the correct employer information.
Go to the Ranges tab, and filter by the required details based on the four options of Location, Employee Code, Pay Point, Surname Sort.
Go to the Output tab and click Print (F9) to print the payment summary.
In the Employee Masterfile, when a payment summary has been created, it will notate a 1 in the Tax tab, Printed PAYG field/column (a 0 will display here if the payment summary has NOT been created).