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

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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 gross wages or an allowance?)

While it's similar to how categories were assigned on payment summaries, there are important differences. For example, some 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.

Need more 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.

See the ATO guidelines for more information.

To assign ATO reporting categories

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.

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 wages 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.

Don't forget to assign categories to your superannuation categories!

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 name	More information
Superannuation Guarantee	New	This is the first time employers have reported this information to the ATO. This in now requried to make sure employee super funds are receiving the correct amounts.
Reportable Employer Super Contributions	Step 5 in the Payment summary assistant	You don't need to add this as a negative amount to Gross wages as it's now calculated by the ATO based on information reported via Single Touch Payroll each pay.

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.

Deductions

New ATO reporting category	Old Payment Summary field name	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.

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.

Taxes