1. Click File > End of Financial Year > Step 2 – Print End of Financial Year Reports
  2. We recommend printing the following reports -
    • Allowances YTD ATO Summary
    • Allowances YTD Summary
    • Employee ETP Payments
    • Employee Masterfile
    • Employee Transactions
      • If you previously followed Getting Started with e-PayDay® Legacy here, the employee may have Taxarion Balances that were manually entered, but have never been processed as pay runs through e-PayDay®. Manually entered Year to Date Taxation Balances will NOT be displayed in the Employee Transactions Report
    • Employee YTD Balances
      • If you previously followed Getting Started with e-PayDay® Legacy here, the employee’s Year to Date Taxarion Balances will include BOTH manually entered amounts and those processed as pay runs through e-PayDay®.
    • PAYG Voluntary Transactions (one per page)
    • Payment Summaries
      • Report By: All Business and Personal Services Income (A4)
      • Report By: All ETP (A4)
      • Report By: All foreign employment (A4)
      • Report By: All individual non-business (A4)
      • Report By: All where ABN Not Quoted

Read here to complete a comparison between the Employee Balances (Year To Date), Employee YTD Transactions and Allowance YTD Summary Reports.


Lodge a Support Request here.

Revision: 27
Last modified: Jun 25, 2020

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