Exporting Payments Summary to the ATO.

Exporting Payments Summary to the ATO.

Exporting Payments Summary to the ATO

Lodging the PAYG Payments Summary (Group Certificates) annual report with the ATO

If you are an employer, you need to lodge a PAYG payments summary report with the ATO each year. Payment summaries report the total amount of Gross Wages, PAYG Tax Withheld and Allowances that have been paid to each of your employees over a financial year. It will also allow you to report any Reportable Superannuation (i.e. Salary sacrifice) for an employee, if applicable.

  There are 2 ways to do this:

  1. Export a Payments Summary Report file (named EMPDUPE) to your accountant and get him/her to lodge it electronically to the ATO through his/her Tax Agent Portal.
  2. Lodge your payment summary report online through the ATO Business Portal yourself.

  Step 1. Provide payment summaries to your employees before you lodge your PAYG withholding payment summary annual report

  • Click on the  Payroll  toolbar   icon
  • Click on the  Reports  tab
  • Click on the  Payments Summary  radial dial
  • Tick  Include totals summary  check box
  • Click on the  Print  button
 
  • Click on the printer icon to print.
 
  • Click on the  Print  button.


Step 2. Create and lodge the EMPDUPE file. (i.e. create an electronic file to lodge with the ATO or via a third party (accountant, bookkeeper))

  • Click on the  Payments Summary  radial dial
  • Tick  Include totals summary  check box.
  • Click on  Export to the ATO  button.

Step 3. Choose Location to Save file

  • Choose an external drive or network location to save your file.
 
  • Click  Yes  to the following Confirm message:
  • Click  OK  to the Information message: 'Export Complete.'

  Step 4. Email or Lodge to ATO

 
Article ID 1934