Payment Summaries - Amended (Individual Employee)

Payment Summaries - Amended (Individual Employee)

Printing (Export or Lodge) an individual Payment Summary

PAYG Payment Summaries: 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.
It is important you provide payment summaries to all your employees even if you were not required to withhold any tax.
You can't simply change the information on a PAYG (pay as you go) withholding payment summary after you have given it to the payee or provided your PAYG payment summary annual report to the ATO. 
  • If your employee loses their payment summary, don't issue a new one. Give them a signed photocopy of your own copy showing all the details from the lost payment summary.
  • If you find a mistake in the tax file number, dollar amount or payment type or code after you've given the payment summary to the employee or ATO, prepare a new payment summary.
Note: Both Payee (employee) and the ATO require the amended summary. 

To Print (or Export to ATO or ATO Lodgement ) an individual amended payment summary:

  • Click on the Payroll toolbar option
  • Click on the Reports tab
  • Click on the Payment Summary Report option
  • Tick the Include totals summary box
  • Tick the Amend Only check box
  • Click on the individual employee to select
  • Click on either the:
    • Print button
    • Export to ATO button


If the original payment summary was lodged via paper you will need to:

  • Click on the  button to print a new copy of the individuals amended PAYG payment summary for your employee and for your records (also print a PAYG payment summary statement for your records.) 
    Note: Use this information to fill out your amended payment summary and payment summary statements forms
  • Complete an a new PAYG payment summary - individual non-business form. You have to mark the amending a payment summary box as shown



Send your amended PAYG payment summary forms and PAYG payment summary statement to:
Australian Taxation Office
Locked Bag 50
PENRITH NSW 2740
 

If the original payment summary was lodged online (or via your accountant) you will need to:

  • Click on the Print button to print a new copy of the individuals amended PAYG payment summary for your employee and for your records (also print an amended PAYG payment summary statement for your records.)
  • Generate an amended file for the ATO by clicking on the  button
  • Choose a location e.g. a folder on your computer or a usb device
  • Click on the Save button
 
  • Click Yes to the following Confirm message:
 
  • Click OK to the Information message: 'Export Complete.'
  • Lodge your amended payment summary annual reports online using the ATO business portal or give this file to your accountant to lodge for you



Article ID 1638