Task 2 - Assign ATO reporting categories for Single Touch Payroll reporting

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This is only available only in AccountRight 2018.1 and later.

Before you can start to report payroll and super information to the ATO as part of Single Touch Payroll, you need assign an ATO reporting category to each payroll category. This indicates what amounts to report to the ATO each pay. This assigning is similar to the way you would have prepared payment summaries. But, there are a few changes that you need to be aware of.

Below you'll see a summary of what's changed for each group of payroll categories, including what's reportable and a comparison of the payment summary categories and ATO reporting categories.

Assigning ATO reporting categories

This is a complex area, and the following information is just a guide. For hep assigning your ATO reporting categories, seek advice from an accounting advisor or the ATO.

Please see the ATO guidelines for more information.

To assign ATO reporting categories

Go to the Payroll command centre and click Payroll Reporting.
Click View Payroll Categories. A list of all your payroll categories displays.
The ATO Reporting Category column lists what's been assigned.

All payroll categories default to Not Reportable, so you'll need to make sure you update all reportable payroll categories.
Double-click each payroll category to open it.
From the ATO Reporting Category list, select the correct category.
Click OK.
Go to the next payroll category and repeat until all are assigned.
Make sure you review all payroll categories under the Wages, Superannuation, Deductions and Taxes tabs.

Wages

New ATO reporting category	Old Payment summary field comparison	More information
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 separately itemised like they are on Payment Summary. However, under Single Touch Payroll reporting, each item needs to be grouped and reported by in 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

Superannuation

New ATO reporting category	Old Payment summary field comparison	More information
Superannuation Guarantee	New	This is the first time employers have had to report this information.
Reportable Employer Super Contributions	Step 5 in the Payment summary assistant	You don't have to add this as a negative amount to Gross wages any more as it's calculated by the ATO based on information reported via Single Touch Payroll each pay cycle.

Deductions

New ATO reporting category	Old Payment summary field comparison	More information
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. You don't need to add these as a negative amount to Gross wages any more as it's calculated by the ATO based on information reported via Single Touch Payroll.

Taxes