Reviewing and Revising Payment Summary Information

After you process the Create Payment Summary Extract program (R75A0140), attach any necessary fringe benefit information to employee payment summaries, and create any foreign employment payment summaries, you can review the information. Using the Payment Summary Extract Review program, you can review the payment summary for each individual employee.

You can review payment summaries by their print status, which is automatically updated in the Australian Payment Summary table (F75A0140) as you proceed through the payment summary process. A payment summary can have one of these print statuses:

• Unprinted

• Printed

• Submitted to ATO

• Duplicate

  Note:

  You should search for duplicate payment summaries before you print paper copies or submit information to the ATO. Duplicate payment summaries can occur in these circumstances:

  You have issued an interim payment summary for the employee, but you included them in the year-end version of the Create Payment Summary Extract program.

  When the system identifies an employee for whom more than one payment summary has been created during the current tax year, the system enters a print status of D to mark the record as a duplicate.

  The employee was terminated and issued a payment summary at the time of termination, but was rehired by the organization within the same tax year.

You can also review payment summaries by location. You can review domestic, foreign, JPDA, or all payment summaries.

You can review information for the entire batch of payment summaries, or you can review the detailed information for selected payment summaries. In addition, you can revise the information contained in each payment summary. You cannot, however, revise a payment summary that has already been printed. To revise a payment summary that has already been printed, you must first delete the batch of payment summaries. You delete a batch of payment summaries by running the Create Payment Summary Extract program (R75A0140), specifying the batch number that you want to delete in the processing options. After you delete the batch, you can correct employee information if necessary. You can recreate the batch of payment summaries and then continue the payment summary process from that point.

You can also create amended payment summaries. If, for example, you have already submitted payment summaries to the ATO, and you then determine that their payroll, tax, leave or other employee information was incorrect, you can update the incorrect information, and then process payment summaries again. When you process payment summaries again, you must select the amended indicator in the processing options.