> ## Documentation Index > Fetch the complete documentation index at: https://documentation.2cloudnine.com/llms.txt > Use this file to discover all available pages before exploring further. # QRG Payroll Tax Lodgements ## 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. ## Steps ### **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 2. Go to the **AU Lodgements** app by using the Search function. (See Figure 2) Screenshot from QRG Payroll Tax Lodgements 3. Go to the **Lodgements AU** object. (See Figure 3) 4. Click on the **New** button. Screenshot from QRG Payroll Tax Lodgements 5. Choose **Payroll Tax** record type and click **Next** . (See Figure 4) Screenshot from QRG Payroll Tax Lodgements 6. 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
7. 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). 8. 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
9. 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) 10. 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. 11. 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 12. A new Payroll Tax Lodgement has been created. (See Figure 9) Screenshot from QRG Payroll Tax Lodgements 13. 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 14. To download the lodgement as a csv file, click on the **Export Lodgement** button. (See Figure 11) 15. If you need to delete the lodgement and start again, click on the **Delete Lodgement** button. Screenshot from QRG Payroll Tax Lodgements ## 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. ## Further Information | Document | Document Type | Description | | ------------------------------------------------------------ | --------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Quick Reference Guide Index - STP and SuperStream Lodgements | Index | An index document that lists and provides links to all Quick Reference Guides relating to STP and SuperStream Lodgements. | | QRG Creating and Sending STP Lodgements - Key Information | Information Quick Reference | A quick reference guide outlining some useful information relevant to the STP lodgements functionality. The document includes definitions, pre-requisites, and other non-instructional information. |