Payroll Tax Totals (Australia only)

Report Options.

The Payroll Tax Totals Report prints summary totals of pays for each pay period within the specified date range. A line is printed for each pay day for each pay group, with grand totals for all pay dates in the period. For each pay day, totals are printed by the categories, income, allowances, fringe benefits and superannuation. The tax category is specified by the 'PayrollTaxCategory' property set in the Pay Item Edit screen.

The report uses the employee's payroll tax state when the pay was originally created. You can over-ride the payroll tax state in the pay calculate form for an employee by clicking the 'More' button. You have the option of setting the payroll tax state to blank to not include an overseas based employee in the payroll tax report.

The tax categories 'CarAllowance' and 'AccomAllowance' identify allowances that are only payroll taxable above the limit's specified by the 'PayrollTaxCarKmMin' and 'PayrollTaxAccomMin' tax factors set in the Tax Factor Edit screen.

Check Report Balances

• There are some salary sacrifice superannuation contributions. The salary sacrifice will reduce the income total of the tax period report, but not reduce the taxable total on the payroll tax report. Before checking for other differences, add the total salary sacrifices for the reporting period to the tax report income before comparing the result to the taxable total of the payroll tax report.
• There are pay items that do not have both miscellaneous properties 'TaxCategory' with a value of 'Income' and 'XXXPayrollTax' where XXX is the state abbreviation. To check, select view, pay totals, company and make a note of each of the payment pay items used in the reporting period. Then select view, setup, pay items from the main menu and edit each of the pay items and check the list of miscellaneous properties. If you change the properties, you will be able to re-run the reports.
• There are pay calculations that do not have a payroll tax state associated with them. Normally the pay calculation is saved with the payroll tax state of the payee when the calculation was created. If the payee did not have a payroll tax state selected, the pay calculation may be saved without a payroll tax state. To check which pays may be affected, print the pay history report by selecting reports, miscellaneous, pay history from the main menu for the payroll tax reporting period. In brackets after the payslip type, it will show the payroll tax state saved with the calculation. If there is no state, you can fix it by first selecting file, options and tick the 'update pay history' checkbox and click ok, and then, open the calculate pay screen and select the pay date in which the calculation was made and then edit the employee' pay and click the 'more' button to change the payroll tax state. After saving the pay calculation change (making sure you don't change any amounts!) you can rerun the reports.

Report by

• States prints in state, then employee sequence, with sub totals by state.
• Departments prints in department and then state sequence, with sub totals by department and state.

Select Period

The report defaults to the pays processed in the last calendar month. You can select a predefined report period, such as 'last quarter' or 'current tax year', or select 'custom date' and then select the start and end dates of the reporting period.

Report Output

You can direct the print output to a printer, a preview window, or a file in one of several different formats. Click here for more details.