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| The functions described on this page are available in AccountRight 2018 onwards. Get the latest version. |
Before you can report payroll and super information to the ATO, you need to assign an ATO reporting category to your payroll categories. This includes wages, allowances, deductions and superannuation categories. The ATO category indicates the type of payment you're reporting (is it a gross wage amount or an allowance?) While it's similar to how categories were assigned to payment summary fields, there are important differences. For example, some ATO reporting categories have been renamed and you now need to report superannuation amounts. Below is a summary of the new ATO reporting categories. To help you assign the right category, we've included a comparison to the previous payment summary reporting fields. Before you get started, make sure you've checked your payroll details for Single Touch Payroll reporting . | UI Text Box |
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| Need help assigning ATO reporting categories? Note that we can only provide general information. If you're unsure of what's appropriate for you, we recommend talking to your advisor or the ATO. You can also see the ATO guidelines for more information. |
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| title | To assign ATO reporting categories |
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| - Go to the Payroll command centre and select Payroll Reporting .
Select View Payroll Categories. A list of your Wages categories appears.
The ATO Reporting Category column shows the category assigned. | UI Text Box |
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| The default category assigned is Not Reportable. This category is rarely used, so make sure you update all payroll categories. |
- Double-click a category to open it.
- Select the appropriate category from the ATO Reporting Category list.
- Click OK.
- Repeat for all wage payroll categories.
- Select the Superannuation tab and repeat the steps to assign categories.
- Repeat for all categories in the Wages, Superannuation, Deductions and Tax tabs.
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| Don't forget to assign categories to your superannuation categories! |
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| | New ATO reporting category | Old Payment Summary field name | More information |
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| Gross Payments | Gross Payments | | Allowance - Car
Allowance - Transport
Allowance - Travel
Allowance - Meals
Allowance - Laundry
Allowance - Other | Allowances 1 through to 9 | Certain types of allowances and deductions need to be itemised as they were on Payment Summaries (like the type of allowance). However, for Single Touch Payroll reporting, each item needs to be grouped and reported using a specific category. Amounts in these payroll categories may be used to prefill your employees' tax returns. Withholding for allowances (ATO website) | Lump Sum A - Termination
Lump Sum A - Redundancy
Lump Sum B
Lump Sum D
Lump Sum E | Lump Sum Payments A (Termination)
Lump Sum Payments A (Redundancy)
Lump Sum Payments B
Lump Sum Payments D
Lump Sum Payments E (Accrued in 2016-2017)
Lump Sum Payments E (Accrued in 2015-2016)
Lump Sum Payments E (Accrued prior to 1/7/2015) | | CDEP Payments | CDEP Salary or Wages | | | Exempt Foreign Income | Exempt Foreign Income | | Coming soon | ETP - Taxable component
ETP - Tax free component
ETP - Tax Withheld | | |
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| | New ATO reporting category | Old Payment Summary field name | More information |
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Superannuation Guarantee | New | This is the first time employers have been required to report this information to the ATO. It's requried to check that employee super funds are receiving the correct amounts. | | Reportable Employer Super Contributions - Coming soon! | Step 5 in the Payment summary assistant | We'll be adding RESC to AccountRight's list of ATO Reporting Categories for superannuation payroll categories in the next few months update (before you need to start reporting via Single Touch Payroll). You'll then be able to use this to assign superannuation categories which handle 'reportable' superannuation payments (as classified by the ATO guidelines). | | UI Text Box |
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| Did you previously report salary sacrifice amounts on payment summaries? You don't need to assign the Gross wages category to salary sacrifice amounts. Salary sacrifice is now calculated by the ATO based on Single Touch Payroll reporting information. |
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| | New ATO reporting category | Old Payment Summary field name | More information |
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Deduction - Work Place Giving | Work Place Giving 1
Work Place Giving 2
Work Place Giving 3 | | Deduction - Union/Professional Assoc Fees | Deduction 1 - Union Fees
Deduction 2 - Prof Assoc | | Any other deductions, including salary sacrifice (exempt from FBT) are Not Reportable. | UI Text Box |
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| Did you previoulsly report salary sacrifice amounts on payment summaries? You don't need to assign the Gross wages category to salary sacrifice amounts. Salary sacrific is now calculated by the ATO based on Single Touch Payroll reporting information. |
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| | New ATO reporting category | Old Payment Summary field name | More information |
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PAYG Withholding | Total Tax Withheld | | |
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