Group Certificate (Payments Summary)

Group Certificate (Payments Summary)

Group Certificate (Payments Summary)

Cashbook Platinum

Under pay as you go (PAYG) withholding, you must give each of your employees, workers and other payees a payment summary showing the payments you have made to them and the amounts you withheld from those payments during a financial year

Note: In Cashbook, a Group Certificate is called a Payments Summary

Step 1: Payments Summary

  • Click Payroll toolbar icon
  • Click on the Reports tab
  • Click on the Payments Summary radio dial
  • Under Selections Options:
    • Status: - Select <All> types of employee or those belonging to a specific group, e.g. Casual, Contractor, Part-time, Permanent
    • Employees: - Select <All> employees or specific employees by name, e.g. Ben Blue and Gary Green
  • Click on Load Signature if wishing to add a pre-scanned signature which will automatically appear on each employee payments summary
  • Search for the signature file
  • Click Open
viii. Signature will appear in window
ix. If you want to exclude contractors, tick the Exclude Contractors check box
x. If you want to have a totals summary included, tick the Include total summary check box
xi. Click Print to print summaries

xii. This will preview to screen first
xiii. Click on the printer icon button to print payments summaries


 
 

Article ID 1936