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