To run the Payment Summary Data File process:The Payment Summary Data File process generates an electronic file (e-file) for Australian Taxation Office (ATO). You can also generate a temporary e-file during the Payment Summary Archive report, to verify the contents of the e-file before submitting it to the ATO. Employers can now submit an amended Payment Summary to replace an incorrect Payment Summary submitted previously.
Note: For Employees reported in the current year's Datafile, who:
were already terminated last year, and
have fringe benefits more than $2000
The start and the end dates are reported as the current financial year's start date, in order to identify reportable fringe benefits.
You run this report from the Submit Request window.
To run the Payment Summary Data File process:In the Name field, select Payment Summary Data File to open the Parameters window.
Select the legal employer and the current financial year.
Select the appropriate payment summary type - original or amended.
Click Submit.
Note: The Payment Summary Data File does not report the details of current or terminated employees (in the current or previous year) with zero balances in the current year.