AU Payroll - Access to Employee YTD Summary
It would be great if you could download the Employee-year-to-date preview report after payroll finalisation in Australia.
Currently, this report can only be downloaded as part of the finalisation process not after. After finalising payroll you can only download a CSV file. We missed a transaction when reconciling that was in column BY - we spent hours trying to reconcile a payroll finalisation that could have been easily checked with the Employee year-to-date preview report which is all on one page.
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Lisa Kelly
shared this idea
You can now download the STP Year-to-Date Summary report for a specific employee after STP finalisation, Lisa. 😊
- From the Payroll menu select 'Single Touch Payroll'
- Click the 'Tax year' drop box in the top right > Select the required tax year
- Go into the Finalisation tab > Click 'View report'
- Select the required employee/s > Click the 'Export' button to download the report
