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Prepare payment summaries

AccountRight Plus and Premier, Australia only

If you're registered for Single Touch Payroll (STP), there's no need to prepare payment summaries so we've removed that option from the Payroll command centre. If an employee needs a copy of their income statement (payment summary), they can access these details through myGov. Visit the ATO for more information.

Stay compliant by using the latest AccountRight version, and see how we've simplifed your end of payroll year.

If you're registered for STP but you need to complete a payment summary (confirm with the ATO if you're not sure), you'll need to complete a manual payment summary for the employee using forms available from the ATO.

The 2018-2019 payroll year was the last year you needed to prepare payment summaries. Now, you need to make sure you finalise your Single Touch Payroll information so it's important that you've set up STP reporting.

AccountRight makes it easy to prepare and amend these payment summaries (previously known as group certificates):

  • Individual Non-Business

  • Labour Hire

  • Employment Termination Payment (ETP).

The easiest way to send your Payment Summary Annual Report to the ATO is to lodge electronically using the  ATO's Business Portal . Note that you can't send it using a disk or USB drive.

Already using Single Touch Payroll?

If you've reported payroll information to the ATO using Single Touch Payroll reporting, you don't need to prepare payment summaries. Instead, you finalise your Single Touch Payroll information directly from AccountRight.

Here's a step-by-step guide for preparing your payment summaries:

  1. Introduction

  2. Company Information

  3. Service Provider Details

  4. Payment Summary Fields

  5. Reportable Employer Super

  6. Reportable Fringe Benefit

  7. Review the Payment Summaries

  8. Verify your Payroll Information

  9. Lodge the Payment Summaries

  10. Make a Backup