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The functions described on this page are available in AccountRight 2018.2. 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.

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.

To assign ATO reporting categories
  1. Go to the  Payroll command centre and select Payroll Reporting .
  2. 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 To be assigned. This is to let you know what payroll categories you haven't assigned.

    Payroll Category List window with ATO reporting category column highlighted

  3. Double-click a category to open it.
  4. Select the appropriate category from the ATO Reporting Category list.
  5. Click OK.
  6. Repeat for all wage payroll categories.
  7. Select the Superannuation tab and repeat the steps to assign categories.
  8. Repeat for all categories in the Deductions and Tax tabs.

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

Wages
New ATO reporting categoryOld Payment Summary field nameMore information
Gross PaymentsGross PaymentsGross payments are reduced by a calculation that happens behind the scenes. You don't need to map any pre-tax deductions to gross payments to reduce gross. We'll be providing more details about how this works soon.

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 IncomeExempt Foreign Income 

ETP - Taxable component
ETP - Tax free component

ETP - Taxable component
ETP - Tax free component
 
Superannuation

Some of these ATO reporting categories are automatically assigned based on the contribution type selected.

New ATO reporting categoryOld Payment Summary field nameMore information

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 (RESC)Step 5 in the Payment summary assistant

Use this to assign superannuation categories which handle 'reportable' superannuation payments (as classified by the ATO guidelines).

Only available for contribution types: Employer Additional (expense), and Salary Sacrifice (deduction).

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 behind the scenes. More information to come.

Deductions
New ATO reporting categoryOld Payment Summary field nameMore 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 behind the scenes. More information to come.

Taxes
New ATO reporting categoryOld Payment Summary field nameMore information

PAYG Withholding

Total Tax Withheld

This is automatically assigned.