This activity enables you to generate PAYG (Pay As You Go) summaries report for Australia statutory unit. You can generate the report for both regular and terminated employees. You can specify the payroll code and income year for the selected set of employees.
Through this activity you will be able to do the following:
Generate an Individual Non-Business report for all regular employees
Generate a Superannuation Income report for terminated employees
Generate a Superannuation Lump Sum report for terminated employees
Generate an Employee Termination Payment report for terminated employees
For Individual Non-Business report, Tax year should have been defined through the Administration Component
Payroll Codes should have been defined through the Masters Component
Employee Payset Mapping has to be defined
Employee Assignment has to be defined and it should have been present in the particular tax year
For Superannuation Income, Superannuation Lump Sum and Employee Termination Payment report, Tax year should have been defined through the Administration Component
Employee Payset Mapping has to be defined to the exits payset
To generate a PAYG (Pay As You Go) Summaries reports, select Statutory Australia Statutory Reports PAYG Summaries from the Business Process menu.
Choose an Option from the Australia Statutory Report Unit combo to generate PAYG (Pay As You Go) Summaries report.
In the Report Criteria section, choose an option from the Employment Unit combo for which the report is to be generated. The system lists all employment units available based on the selected report unit.
Choose an Option form the Company combo for which the report is to be generated. The system lists all available companies.
Choose an Option from the Business Unit combo for which the report is to be generated. The system lists all available business units.
Choose the Work Location combo for which the PAYG summary report is being extracted. The system lists all work locations as defined in the Organizational Structure component.
Choose an Option from the Payroll Code combo for which the report is to be generated. The system lists all payroll code as defined in the Masters component.
Enter the Department for which the PAYG summary report is being extracted. Click the lens icon to retrieve department code from the Help on Department screen.
Choose an Option from Income Year combo to generate the reports. The system lists all statutory tax year as defined in the Administration component.
Enter the Employee Code From if you require generating the reports for a range of employees. Click the lens icon to retrieve an employee code from the Help on Employee screen.
Enter the Employee Code To if you require generating the reports for a range of employees. Click the lens icon to retrieve an employee code from the Help on Employee screen.
Click Individual Non-Business to generate the "Individual non business" report for the regular employees.
Click Superannuation Income Stream to generate the "Superannuation Income Stream" report for the terminated employees.
Click Superannuation Lump Sum to generate the "Superannuation Lump Sum" report for the terminated employees.
Click Employee Termination Payment to generate the "Employee Termination Payment" report for the terminated employees.
|
Field Name |
Description |
Type |
Editable |
Field Length |
Mandatory |
Remarks |
|
Australia Statutory Report Unit |
Choose the Australia Statutory Report Unit for which the PAYG Summaries report has to be generated. |
Combo |
No |
40 |
Yes |
Corresponding OU names are loaded in the Australia Statutory Report Unit combo based on the login OU. |
|
Report Criteria |
||||||
|
Employment Unit |
The option that indicates the employment unit for the summary report. |
Combo |
No |
40 |
No |
Employment units defined through Administration component are listed as options. |
|
Company |
The option that indicates the company for the summary report. |
Combo |
No |
40 |
No |
Companies defined through the Administration component are listed as options. |
|
Business Unit |
The defaulted business unit defined for the company. |
Combo |
No |
40 |
No |
Business units defined through Administration component are listed as options. |
|
Work Location |
The option that indicates the work location for the summary report. |
Combo |
No |
40 |
No |
Work locations defined through Organizational Structure component are listed as options. |
|
Payroll Code |
The option that indicates the payroll code for the summary report. |
Combo |
No |
40 |
No |
Payroll codes defined through the Masters component are listed as options. |
|
Department |
The department defined for the employee. |
Textbox |
Yes |
40 |
No |
|
|
Income Year |
The income year to which the PAYG summaries report is to be generated. |
Combo |
No |
40 |
No |
Income years defined in the Administration component are listed as options. |
|
Employee Code From |
The employee code from which the report is to be generated. |
Textbox |
Yes |
40 |
No |
|
|
Employee Code To |
The employee code until which the report is generated. |
Textbox |
Yes |
40 |
No |
|
