AccountRight Plus and Premier, Australia only
Using MYOB Essentials? Find out what you need to do to prepare payment summaries.
You can use the Payment Summary Assistant to prepare these payment summaries (previously known as group certificates):
- Individual Non-Business
- Labour Hire
- Employment Termination Payment (ETP).
You can also prepare the electronic file (EMPDUPE file) for lodging your payment summary information to the ATO.
Need more help? Watch a free EOFY webcast and let an MYOB expert explain what you need to do. You can also visit our EOFY Hub (which has a checklist of things to do) or download a PDF guide (which is a printable guide of the instructions you'll find in the help).
Learn more about the steps to preparing your payment summaries:
- Company Information
- Service Provider Details
- Payment Summary Fields
- Reportable Employer Super
- Reportable Fringe Benefit
- Review the Payment Summaries
- Verify your Payroll Information
- Create the EMPDUPE File
- Make a Backup
Wanting to email payment summaries to your employees? While currently you can't email payment summaries to your employees straight from AccountRight, it's something we're looking into. If this is a feature you'd like to see, add your vote to the related AccountRight Idea Exchange suggestion.
If you haven't submitted the EMPDUPE file to the ATO, simply run the Payment Summary Assistant again to generate updated payment summaries for your employees. If you've closed your payroll year, you'll need to restore a backup (created before closing the payroll year) to allow you to do this.
If you have already submitted the EMPDUPE file, you can run the Payment Summary Assistant again to generate updated payment summaries for your employees, but you CAN'T create an amended EMPDUPE file. To submit the updated information to the ATO you will need to use the payment summary paper form available from the ATO and remember to place an X in the box for the option specifying you are "amending a payment summary statement".
For more information on correcting a mistake on a payment summary, visit the ATO website.
To enter pays for the new payroll year you'll need to close the old payroll year. But if you don't have time to print the payment summaries before entering your first pays for the new year, make a backup of your company file once you know that all payroll information has been entered for all employees. Store it in a safe place on CD/DVD or other external media.
You can then close the payroll year and enter the pays for July. When you're ready to print your payment summaries, restore the backup that you made and use that file to prepare them. If you restore a backup, only use it to prepare and send your payment summaries. Don't use this company file for recording pays or other transactions.
You can use the Payment Summary Assistant to create a payment summary report (called an EMPDUPE file) that you can lodge electronically to the ATO's Business Portal. Before you can lodge, you'll need to register for an AUSkey.
When you create the EMPDUPE file, save it to a location you can easily access. Then log into the ATO's Business Portal, go to the Lodge file page (you'll see it in menu), select Lodge > Browse and then find and select your EMPDUPE file in the window that appears.
See the ATO's help site for more information about the file transfer feature.
The payment summaries show the Employment Dates From: and To:. The dates that will be used depend on the Start Date and any Termination Date entered in the employee's card. The following table summarises these combinations:
|Dates entered in the employee's card||Dates that will print on the payment summary|
|Employee start date||Termination date||From||To|
|Current payroll year||-||Start date||30/6|
|Pre payroll year||-||-||-|
|Pre payroll year||Current payroll year||1/7||Termination date|
|Current payroll year||Current payroll year||Start date||Termination date|
|-||Current payroll year||1/7||Termination date|
When preparing payment summaries at the end of a financial year, we recommend saving a PDF copy of the payment summaries and storing them should you need to view payment summaries from last year or a previous year.
If you didn't save a copy or can't find them, restore the backup you made before closing your payroll year and reprint the payment summaries using the Prepare Payment Summary Assistant.
Yes. You need to enter Tax File Numbers for all employees whether you print payment summaries for them or not. If you have employees who do not have a Tax File Number, use one of these numbers provided by the Australian Tax Office:
|Payee type||Tax File Number to use|
|New payee has not made a TFN Declaration, but 28 days have not passed||111 111 111|
|Payee is under 18 years of age and earnings do not exceed $350 per week, $700 per fortnight or $1,517 per month||333 333 333|
|Payee is an Australian Government pensioner payee||444 444 444|
|Payee chooses not to quote a TFN and has not claimed an exemption from quoting a TFN or does not fit into any of the above categories||000 000 000|
If required, you can change the Employment Basis in an employee's card to exclude them from payment summary reporting and the EMPDUPE file:
- Go to the Card File command centre and click Cards List.
- Click the Employees tab and click the zoom arrow next to the employee's card to be edited.
- Click the Payroll Details tab and then click Personal Details.
- Select Other as the Employment Basis.
- Repeat these steps for each relevant employee.
If you keep getting errors when preparing payment summaries, please contact MYOB Technical Support for help on 1300 555 123.