PR PAYG Payment Summary – Individual Non-business

You can use the PR PAYG Payment Summary – Individual Non-business report by selecting Payroll > Reports > PR PAYG Payment Summary – Individual Non-business.

This report is an Individual Non-business (INB) payment summary on plain paper that follows the Australian Taxation Office (ATO) specification for "self-printed" summaries.

Per ATO rules, if you have made relevant withholding payments to an employee in a given tax year, you must give him or her an INB payment summary within 14 days after the end of the year, or whenever the employee requests a summary in writing no later than 21 days before the end of the year.

In the event that you lodge your payment summary annual report to the ATO electronically, you may satisfy your reporting obligation to the payee (employee) by providing this self-printed INB payment summary directly to him or her. If you do not lodge your annual report electronically, you may use the information in this summary as an aid to manual completion of ATO triplicate form NAT 0046 (PAYG payment summary - individual non-business), one copy of which is intended for distribution to the payee.

This single report is used both for print/preview output and in support of attaching individual PDFs to employee PAYG summary records in Vista. This report is designed to be launched from a custom launcher form accessible from the PAYG forms, not from the standard report launcher, which is no longer accessible in Vista.

Note that for purposes of calculating the reportable fringe benefits amount, this report uses values for Gross-up Rate Type 2 and Reporting Threshold Amount as shown on form PR Limits and Rates. Specifically, the report uses values from the record on that form bearing the latest effective date within the specified tax year.

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Report Parameters

Description

Company

Accept the default, or press F4 to select a company.

Tax Year

Enter the reporting tax year or press F4 to select the tax year.

Payroll GroupEnter the payroll group by which to restrict employees included in the report or press F4 to select the payroll group. If left blank, all employees are included, regardless of their payroll group.

Employee

Enter the employee or press F4 to select the employee. Leave blank to include all employees.

Summary Number

Enter the summary number or press F4 to select the summary number. Leave blank to include all summary numbers. (A given summary number or "sequence" represents a period of payment for an employee.)

Summary Type to Print: (O)riginal, (A)mended, A(L)L (L for all)

Enter O to include only original payment summaries, A to include only amended payment summaries, or L to include both original and amended payment summaries.

Include Employees Notified by Email on Printed ReportSelect this checkbox to force printing of summaries for employees that have elected to receive PAYG summaries by email. If not selected, and the company is set to attach PAYG documents, the report will print summaries only for employees that have elected not to receive summaries by email.
Report Run Mode: (P)rint or (A)ttachThis input is a process control that indicates for any given report execution whether the run is for print/preview output or for attachment output. Leave this option set to P, as it is not intended to be a user-configurable control.