Getting Started
  Your Business Settings
  Export From Other Systems
  Add An Employee
  Clocking Hours
  Timesheet Software
  Grouping Employees
  Management Configuration

  The Roster Process
  Roster Templates
  Roster Calendar
  Calendar View
  SMS Rosters

  The Timesheet Process
  Timesheet vs Roster
  Timesheet from Roster

  The Payroll Process
  A Payrun
  Leave and Public Holidays
  Rate Rules
  Shift Rules
  Break Rules
  Deduction Rules
  Extra Rules
  Time In Lieu
  Worked Public Holidays
  Jobs and Cost Centres

  The Leave Request Process
  Leave Request Review
  Leave Payroll Process
  Skills Matrix

  Single Touch Payroll
  Payment Summary
  Xero Integration
  MYOB Integration

Other features

  Processing Super

SuperChoice (Old process)
  Super Clearing House
  SuperChoice Setup
  Adding Super Fund
  Adding Employees
  Super Payment

  Employee Console
  Smartphone Login
  Push Notification
  Requesting Leave

  Partner Logo
  API Hello World
  API Employee
  API Timesheet
  API Payroll
  API Jobs
  API Roster

  Data Security
  Privacy Policy
  Terms Of Use

  Print Guide

PAYG Payment Summary

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


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 


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.