Summary

As of 1 July 2018 ( the date reporting via Single Touch Payroll became compulsory for employers with 20+ employee) you are no longer required to give an employee a payment summary.

Important: If you run this report for financial years 2019/20 and onwards, the data shown on the report may differ to that submitted to the ATO via Single Touch Payroll

PGPRTAXA090A complied with the ATO specification "Self Printing Pay As You Go Withholding (PAYGW) Payment Summaries version 5.3". Which applied to reporting obligations

This report is required for the production of Individual Non-Business Payment Summaries for the financial years 2016/17 - 2017/18.

Report Type: Hard-coded

Run frequency: Year-end

Data Setup

Correct reporting of fields such as Exempt Foreign Employment Income, Total Allowances, RFBA, Union/Professional Association Fees and Workplace Giving are fully controllable by configuration of Allowance, Allowance Groups and Deductions (see Australian Payment Summaries - Data Setup Guide).

Contents

PGPRTAXA090 displays the following information from closed pay periods:

• Payee name and address
• Period of payment
• Payee tax file number
• Total Tax Withheld
• Gross payments
• Reportable Fringe Benefit Amount (RFBA)
• Reportable Employer Superannuation Contribution (RESC)
• Lump sum payments (A, B, D and E)
• Allowances Total (and details for work-related expenses)
• Deductions (i.e. Union/Professional Association Fees and Workplace Giving).
• Payer name
• Payer ABN or withholding payer number
• Signature of authorised person
• Date authorised.

   

Multiple payment summaries

This report will produce multiple payment summaries as required by the ATO for the following scenarios:

• Working holiday makers that started before 1 Jan 2017.

  The report will generate two payment summaries, one for the period 1 July to 31 Dec 2016 and the second for the period 1 Jan 2017 to 30 June 2017 - this one will have an income type indicator to show they are a working holiday maker.

• Employees that receive multiple RFBA amounts where some payments are related to an employer that is FBT exempt and some that is not.

  To correctly report RFBA amounts in relation to the employer's FBT status, you must populate the "Non-Exempt FBT Allowance Group" and the "Exempt FBT Allowance Group" fields in the report settings