The archival process archives all data for printing in the Payment Summary and submitting to the ATO. This ensures that the data does not change between printing it and sending it to the ATO.

The process archives data before you print any payment summaries for your employees.

You run the Payment Summary Archive process from the Submit Request window.

   To run the Payment Summary Archive process:

1. In the Name field, select Payment Summary Archive. The Parameters window opens.

2. Select the financial year. If you do not enter a financial year, the application defaults to 30-JUN-current year.

3. Select the legal employer from the list of values.

4. Select the payroll that you want to process. If you do not enter a payroll, then the application processes all payrolls for the legal employer you select.

5. Select the assignment number if you are processing an individual employee for a specified payroll.

   Note: The employee address reported is the employee's primary address.

6. Select the employee type that you are archiving. There are three options:

   • Both Terminated and Current Employees

   • Only Current Employees

   • Only Terminated Employees

   If you do not select the employee type, the application archives both terminated and current employees.

   Note: The process does not archive the current or terminated employees (in the current or previous year) with zero balances in the current year.

7. In the Create Efile field, select Yes to generate a temporary electronic file (E-file). This electronic file enables you to validate the data before submitting the e-file to ATO. Once you validate and check the data in the temporary e-file, you can generate the actual e-file.

8. In the Check current reportable year only field, select Yes to archive the current reportable year only.

9. Click Submit.