Annual Reports

This activity enables you to generate the annual summary report of PAYG (Pay As You Go) Payment. You can specify the payroll code and income year for which the annual summary report has to be generated.

Objective

Through this activity you will be able to do the following:

Generate an annual summary report statement of PAYG (Pay As You Go) payment

Prerequisite tasks

The Income Tax year should have been defined through the Administration Component
Payroll Codes should have been defined through the Masters Component
Employee Assignment has to be defined and it should have been present in the particular tax year
Employee Payset Mapping has to be defined
The payroll has to be processed and authorized for all process periods in the tax year

Procedure

To generate an Annual Reports

To generate annual reports, select Statutory Australia Statutory Reports Annual Reports from the Business Process menu.
Choose an Option from the Australia Statutory Report Unit combo to generate an annual report for the PAYG (Pay As You Go) payment.
In the Report Criteria section, choose the Employment Unit combo for which the annual report of PAYG Payment 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 annual report of PAYG Payment is to be generated. The system lists all the companies available.
Choose an Option from the Business Unit combo for which the annual report of PAYG Payment is to be generated. The system lists all business units available.
Choose the Work Location combo for which the report needs to be generated. The system lists all work locations as defined in the Organizational Structure component.
Choose an Option from the Payroll Code combo for which the annual report of PAYG Payment is to be generated. The system lists all the payroll code as defined in the Payroll Definition component.
Enter the Department for which the report is being generated. Click the lens icon to retrieve department code from the Help on Department screen.
Choose an Option from Income Year combo to generate the annual report of PAYG Payment. The system lists all the statutory tax year as defined in the Administration component.
Click PAYG Payment Summary Statement to generate the annual summary report of the PAYG Payment for the specified income year.

Fields in this screen (Annual Reports)

Field Name	Description	Type	Editable	Field Length	Mandatory	Remarks
Australia Statutory Report Unit	Choose the Australia Statutory Report Unit for which the annual summary report has to be generated.	Combo	No		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 annual summary report.	Combo	No		No	Employment units defined through Administration component are listed as options.
Company	The option that indicates the company for the annual summary report.	Combo	No		No	Companies defined through Administration component are listed as options.
Business Unit	The defaulted business unit defined for the company.	Combo	No		No	Business units defined through Administration component are listed as options.
Work Location	The option that indicates the work location for the annual summary report.	Combo	No		No	Work locations defined through Organizational Structure component are listed as options.
Payroll Code	The option that indicates the payroll code for the annual summary report.	Combo	No		No	Payroll codes defined through Payroll Definition component are listed as options.
Department	The department defined for the employee.	Textbox	Yes		No
Income Year	The income year to which the annual report of PAYG Payment is to be generated.	Combo	No		No	Income year defined through Administration component are listed as options.