PAYG Summary

Kathyd
Kathyd Member Posts: 99 Reckoner Reckoner

I have an employee on a Visa 482 and is unable to obtain hs PAYG suammary on his MyGov portal. Is there any way I can print a hard copy for him?

Best Answer

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 277 Reckon Staff
    Answer ✓

    Thanks for confirming @Kathyd

    Yes. they need to have this lodged from their own My Gov Portal if they want to process themselves, or they can contact their Tax agent.

    With STP Phase 2, Payment Summaries are no longer relevant as mentioned in the above attached post and other than My Gov Portal, there is no way to have the income statements downloaded.

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 277 Reckon Staff
    edited September 17

    Hi @Kathyd

    Is there any particular reason for you to have the summary downloaded?

    Is that because employee wants to lodge Tax for the Financial Year?

    If you are looking the summary for the purpose of Tax Lodgments, please check this out - #TipTuesday: Why payment summaries are obsolete with STP Phase 2 in Reckon Accounts — Reckon Community

    You can also have the Income Statements downloaded from My Gov, if required. I hope this helps. Feel free to let us know for any concerns. Thank you!

    Regards

    Tanvi

  • Kathyd
    Kathyd Member Posts: 99 Reckoner Reckoner

    I just had a further look and I can print a hard copy through PAYG Summary Print and select the individual. Let me know if this is not correct

  • Reeta
    Reeta Reckon Staff Posts: 120 Reckon Staff

    Hi @Kathyd ,

    Thank you for your question.

    The data in the payment summary are obsolete with the New STP phase 2 requirements. As mentioned by Tanvi above please refer to the attached article which explains why it should not be used with STP phase-2 reporting.

    Hope this helps.

    Kind regards,

    Reeta

  • Kathyd
    Kathyd Member Posts: 99 Reckoner Reckoner

    Hi Tanvi

    The employee is wishing to complete his Tax return but cannot access his MyGov . Is it available on our company portal or only his MyGov portal?

  • Kris_Williams
    Kris_Williams Member Posts: 3,583 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited September 17

    check the totals in the payment summary and make sure they agree with the figures in the payroll report. As stated they are now obsolete but if the employee only had ordinary wages it might be correct. I have had this problem too in the past and was not able to resolve it and have had to print a report for the tax office on occasion.

    The figures are only available on his MyGov.

  • Kathyd
    Kathyd Member Posts: 99 Reckoner Reckoner

    thanks for the clear reply

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,705 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited September 18

    @Kathyd You can actually print the employee’s Income Statement from Reckon’s portal !

    To do this, log in & go to the applicable EOFY Finalisation submission. Click on the submission's Detail link here:

    … then click on the Detail link for the employee you want to access:

    Their Income Statement - as shown in the employee's myGov - is displayed there:

    There's not a designated "Print" button here (yet!) but you can print it out - or to PDF - from your browser 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Kris_Williams
    Kris_Williams Member Posts: 3,583 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    that’s great to know, thanks Shaz