Field

Description

Authorised Date

Date of authorisation by the Authorised Person.

Enable Emailing of PAYG Summaries

Select to allow PAYG Summaries to be emailed to employees.

Button

Description

Open the Synergetic Financial Configuration - PAYG Summary window to edit the Authorised Person or email details. See Synergetic Financial Configuration - PAYG Summary tab in the Finance manual.

Create the PAYG Summary.

Close the Create PAYG Payment Summaries window without creating any PAYG Summaries.

Field

Description

Payroll Year

Payroll year for which the PAYG Summaries apply.

Run Date

The date of the run.

Include PAYGs already processed on this date

By law you must provide PAYG payment summaries to employees when they leave. If you have already sent out a payment summary to a former employee, then you can choose whether you want to process it again or not.

Generate PAYG Summaries (Employee Copies)

Select to generate the employee PAYG Summaries.

Preview to Screen

Select to display the employee PAYG Summaries on the screen.

Note: Summaries will only be previewed, not created.

Process Print Notifications

Select to process the PAYG Summaries that will be printed.

Note: This field is only visible if Enable Emailing of PAYG Summaries is selected on the Supplier Details tab.

Generate ATO Summary File AND Archive Copies of PAYG Summaries in PDF format

Clear if you do not want to create the PAYG payment summary file. The Employee Selections are used to reprint selected PAYG payment summaries.

Otherwise, select to create the PAYG payment summary file including all updated pays for the selected payroll year.

This is a Test File

Select if you want to create a test file for review.

Preview ATO Submission Summary

Select to view the ATO Submission Summary on screen.

Print Employer Copies of PAYG Summaries

Select to print hard copies of the employer PAYG Summaries.

Save ATO Summary in Folder

Save the file in a location of your choice. Simply type in the path where you want the file to be saved.

Field

Description

Category

Create PAYG Summaries for employees of this payroll category.

Employment Status

Create PAYG Summaries for employees who work:

• full-time
• part-time
• on a casual basis.

Surname >=

Create PAYG Summaries for employees whose surnames are equal to this field or come before it alphabetically.

Employee ID

Create a PAYG Summary for a specific employee.

Pay Group

Create PAYG Summaries for employees who are paid:

• monthly
• fortnightly
• weekly.

Tax Scale

Create PAYG Summaries for employees who are under a specific tax scale.

Surname <=

Create PAYG Summaries for employees whose surnames are equal to this field or come after it alphabetically.

Buttons

Description

Browse to the directory where you want to store the ATO Summary file.

Find a payroll employee using the Get Payroll ID window.