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Purpose

The purpose of this quick reference guide is to step through the process of creating and sending Payroll Tax Lodgements. The intended audience for this document are Standard Users.

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Steps

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Create a new Payroll Tax Lodgement

To create a new Payroll Tax Lodgement, follow these steps:
  1. Click on the App Launcher icon. (See Figure 1)
Screenshot from QRG Payroll Tax Lodgements
  1. Go to the AU Lodgements app by using the Search function. (See Figure 2)
Screenshot from QRG Payroll Tax Lodgements
  1. Go to the Lodgements AU object. (See Figure 3)
  2. Click on the New button.
Screenshot from QRG Payroll Tax Lodgements
  1. Choose Payroll Tax record type and click Next . (See Figure 4)
Screenshot from QRG Payroll Tax Lodgements
  1. Click the button on the left-hand side of the screen where it says Payroll Tax Manager. (See Figure 5)
Screenshot from QRG Payroll Tax Lodgements
  1. Almost all lodgements will use the Monthly option unless preparing the year end Annual Lodgements. If users are completing the Annual Lodgement, please ensure they select Annual instead of the default Monthly (see Figure 6).
  2. Populate the Filter Panel with the following fields: (See Figure 6)
    1. Report Start Date
    2. Report End Date
    3. Localities
    4. Payment Entity (up to 5 if required)
    5. Schedule OR
    6. Pay Batch
Screenshot from QRG Payroll Tax Lodgements
  1. Click on the Refresh Pay Batches button and a new panel called Select Pay Batches will appear displaying all Pay Batches that match that criteria. (See Figure 7)
  2. To create the Payroll Tax Lodgement, select the required Pay Batch(s) by ticking the checkboxes as required and click Create Lodgements on the Select Pay Batches panel. (See Figure 7)
Screenshot from QRG Payroll Tax Lodgements
If you need to amend the filters or start again at any time, click Reset all FIlters in the top left of the Select Filters screen.
  1. You will see a pop up message including a progress bar indicating that the Lodgement creation process has started. (See Figure 8)
Screenshot from QRG Payroll Tax Lodgements
  1. A new Payroll Tax Lodgement has been created. (See Figure 9)
Screenshot from QRG Payroll Tax Lodgements
  1. You can scroll left or right within the “All Items” section. Scroll to the relevant Payroll Tax Locality to review the Reportable and non Reportable Wages as highlighted in the snapshot. (See Figure 10)
Screenshot from QRG Payroll Tax Lodgements
  1. To download the lodgement as a csv file, click on the Export Lodgement button. (See Figure 11)
  2. If you need to delete the lodgement and start again, click on the Delete Lodgement button.
Screenshot from QRG Payroll Tax Lodgements

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Field Descriptions

Report Start Date is the Payment Date of Pay Batches used during the search criteria start dates, for the creation of the Payroll Tax Reporting Lodgement Report End Date is the Payment Date of Pay Batches used during the search criteria end dates, for the creation of the Payroll Tax Reporting Lodgement. Payment Entity is the Payment Entity at the filter selection. During the creation stage, up to 5 can be entered into this filter screen, however once created, each Payroll Tax Lodgement will be specific to one Payment Entity. Schedule defines the Pay Schedule (up to 5) that applies to the Payroll Tax Lodgement. Pay Batch is the Pay Batch selected during the Filter criteria for creating the Payroll Tax Lodgement. This is an optional field Payroll Tax Locality is the Payroll Tax locality applied to the various Payees and Pay Codes within the Payroll Tax Lodgement.

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Further Information