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PAYG Payment Summary


Payment Summaries can be processed within Microkeeper using the Payment Summary page.




Navigation


Menu > Study > Reports


Select the appropriate financial year


Click The financial Year under Group Certificate




The 5 steps


There are 5 steps that need to be complete in order to process Payment Summary 


1Calculate

All the payroll data for the entire year is added together and saved to your Payment Summary. Amendments can be made on each Payment Summary. Amendments are not usually required.
Read below to view why an amendment might be required.

2ATO file

This is the file required to be submitted to the ATO. This file contains all the Payment Summary information in a format that can be read by the ATOs Electronic Commerce Interface (ECI).
To learn more about the ECI visit their website. This script also contains a lot of validation to help detect missing or incorrect data.

3PDF fileThe PDF file should be downloaded as a backup for your business. The PDF file can also be used to print and distribute to your employees.
4Employee access

The easiest way to distribute the Payment Summary to your employees is via the employee console. Employees can access their Payment Summary via the website with their Microkeeper login. You can remove or grant access to individual employees on each Payment Summary.

5Email access

Email instructions to the employees on how to access their Payment Summaries. Included in this email will be the employee's username and password if set as default.
Make sure all employee email addresses are correct before proceeding. An email will be sent to all those with a gross figure greater than zero. Only employees with access set will be sent an email.





You might need to make amendments for the following reasons


  • You joined Microkeeper part way through a financial year and not all your pre-accumulated data was entered
  • There is a Lump sum payment that needs to be recorded in the appropriate box
  • An employee was paid from another payroll suite and this was not recorded in Microkeeper





Processing a Payment Summary for terminated employees pre Microkeeper


If you joined Microkeeper part way through the financial year, you can still process a Payment Summary for terminated employees.


Follow these steps

The employee must be added to Microkeeper.
Their pre-accumulated figures must be entered and pre-accumulated year selected correctly.
A single payrun must be processed for the employee.
Once processed a zero payslip will be present, Microkeeper will now know this employee must be included in this year's Payment Summary.



Giving access to terminated employees


Employees that have been terminated can still access their Payment Summary and payslips.
They will need their username and password just like active employees.
If they've forgotten their login credentials, reset their password and send a welcome letter.
For security purposes, Microkeeper recommends sending the employees login credentials via email or SMS with the welcome letter.