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Payment summaries: Review the 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 Review Payment Summaries step of the Payment Summary Assistant is where you can check each payment summary, fill in any other information that’s required, like ETP details, and choose which employee payment summaries you want to print, email or save.

To view the payment summary details, click the zoom arrow next to an employee’s name. The Employee Payment Summary Information window appears.

paymentsummaries review

If required, change the descriptions of allowances and deductions, or workplace giving for individual employees. You shouldn’t need to change any amounts showing in this window, as the amounts are calculated based on how you matched your payroll categories and payment summary fields earlier in the assistant. If it looks like the amounts are incorrect, review your setup.

If the employee is employed under labour hire arrangements, this window will only show the Gross Payments and Total Tax Withheld.

Give your employees a copy of their payment summaries

If all the employee details and amounts look good, you’re ready to email or print them, or you can save PDFs of the payment summaries for your records. Note that the ATO doesn't want PDF copies of the payment summaries.

Note that when emailing, the default email address that’ll be used is the same address used when emailing their pay slips.

You need to provide your employees their payment summaries by July 14.

When you have finished emailing or printing the payment summaries, verify your payroll information .

Need to amend payment summaries?

If you haven't submitted the EMPDUPE file to the ATO, simply run the Payment Summary Assistant again to generate updated payment summaries for your employees.

If you’ve already submitted the EMPDUPE file to the ATO, and later realise they were set up incorrectly, or were missing information, you will need to lodge amended payment summaries with the ATO.

If you’ve closed the payroll year that the amendments relate to, you need to restore the backup made before closing the payroll year and prepare the amendments using that file.

  1. Start the Payment Summary Assistant and work through it as you did previously, correcting or adding any information that was previously incorrect or missing.

  2. When you reach step 7 of the assistant, select the Yes, these are amendments option.

    The amendment option is only available when you've already completed payment summaries for that payroll year. If you need to do an amendment and you're unable to select the option, continue through to Step 10 and click Finish. Start the Payment Summary Assistant again, the amendment option will now be available.

  3. Select the employees who require amended summaries in the list of employees, and then click the arrows to review the information that’ll be reported.

  4. Print or email the payment summaries. The payment summary will indicate that it’s an amended form.

  5. Continue to step 9 of the assistant, and create the Payment Summary Annual Report file (EMPDUPE file). The file will contain the amended payment summary information, so you can submit it again using the ATO’s Business Portal.

Getting an error? If you're getting an error at this step of the assistant, you'll need to get in touch. Contact product support and we'll get you back up and running in no time.

Payment summary review FAQs