Description

The PGPREMPL003 - Employee YTD Trial Balance report provides a 'snapshot' of employee earnings in the current tax year using data from employees' Accum or Accum (i) tabs.

Content

The Employee YTD Trial Balance report contains the following information:

• Allowances – taxable and non-taxable
• Deductions – taxable and non-taxable
• PAYE (1.94) or PAYE Payable (1.95) / PAYG
• Start date for the employee
• Termination date for the employee
• IRD Number / Tax Number

  New Zealand - IRD Number

  Australia - Tax Number column displays "Supplied" or "Not supplied".

Australia databases

PGPREMPL003 does not include “Final Pay Upon Death” in the Allowances Non-Taxable column. In addition, from all the reportable lump sum values, PGPREMPL003 reports only Lump Sum C, which is included in the Allowances Taxable column.

The following reports are better suited to Australian databases:

• PGPREMPL007 – Employee YTD Trial Balance (Australia) uses current data
• PGPRHIST044 – Employee YTD Trial Balance uses historical data.

Similar reports

PGPREMPL005 - Employee YTD Summary