AU Payroll - Monthly payroll tax report
An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.
Hi everyone, thanks for sharing your thoughts on having a payroll report that calculates payroll state tax. We understand some of you are required to calculate tax across multiple states.
While we don't currently have a report which calculates earnings based on state, some of you have mentioned workarounds such as using the Payroll Activity Summary report. This report includes earnings totals and can be filtered by a date range and employee groups.
We recognise the value a report of this nature could have for our customers and it’s been added to the wider pool of ideas for our product team to consider for future development.
While it’s not on our immediate roadmap, we’ll be sure to keep you looped in if there’s any progress.
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Simone Black
commented
I totally agree with everyone who have made comments. This is something that we definitely need! It is quite time consuming using the existing Payroll reports.
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Leon Lam
commented
I agree. This function should become a standard feature, as an increasing number of our clients require it, and calculating it manually is time-consuming.
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Lachlan Mutch
commented
Agree with all. Add to immediate roadmap.
As much as we users enjoy the process of accurately calculating PRT liabilities by running non-editable payroll reports, extracting CSV's, manually allocating state information and running sum formulas across multiple PRT applicable fields (incl applicable sub-contract payments), the novelty rapidly wears off.
As Jodie mentions, even basic changes to introduce location information from existing people data in payroll reports would be beneficial.
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Tania Petrolo
commented
Agree with everyone - report required as per @natasha tonkin comment
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Jodie Everhart
commented
Totally agree with everyone who has commented that this is an important report that would make all of our lives easier. Seems like it would be a pretty easy ask - you could even allow a field in the activity summary report to filter by state in the interim. Absolutely baffling why is this taking so long?
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Donna Jenkins
commented
completely agree with @sandydunn. This should be a standard report. There's no reason it should not be done. Instead of making the interface 'pretty' update the necessary reports.
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Sandy Dunn
commented
This is absolutely essential in the Australian Market, and should be a standard report. Workarounds should not be necessary. Needs to be elevated above the "wider pool of ideas" into the "to do now" list.
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Natasha Tonkin
commented
Any news on this? It's really critical that Employers can easily extract accurate Payroll (Gross, Allowances, Super etc) figures by Australian State (based on an employee's address) by searchable dates (for Payroll tax and Workcover as reporting requirments are not always by financial years).
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Natasha Tonkin
commented
Urgently need a report for Australian Payroll Tax reporting that can be geberated/downloaded as a pdf, csv and/or excel spreadsheet, searchable by Australian State VIC, NSW, ACT, Qld, NT, TAS, WA (as appears on the Employees file, personal address), list with Employee name, Payroll paid date (start and finish/ALL RANGES of dates not just financial years) with columns split by Name of Employee, State, Type of Employment (ie. Part time, full time or casual), Gross Wages, Allowances, Super and amounts paid/totals etc.
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Peejay Moody
commented
Is there any update on this?
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Jan Ren
commented
@ Xero Administrator, can you please provide step by step process, ie add the State field into the payroll. thank you in advance
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Xero Administrator
commented
All you really need to do is add the State field into the payroll report that can be run. That would make life 10x easier and doesn't even need to be a new report.
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Tania Petrolo
commented
Agreed - would make life much easier when doing grouped payroll tax returns
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Suman Devkota
commented
This is ridiculous to me - Xero doesn't have any report that can be used to calculate payroll tax, let's forget about the payroll tax calculation itself.
I don't really understand how the software that's way behind on many of the (useful) reports come to be a leader in Australia. -
Jodie Everhart
commented
Any movement on this? Would be great to stop using spreadsheets to calculate payroll tax in 5 different states! I would think in 2025 that this would be a standard offering by now
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Karen Rees
commented
State based compliance for Payroll Tax and Workers Compensation means being able to report on employees by state would save a great deal of time / manual collation.
I also agree that a column in the Payroll Employee Summary report that shows the sum of gross Wages and Superannuation would be useful (unlike the reimbursement column).
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Tasha Palmer
commented
I process payroll with employees in 3 states. I have to separate out their wages for payroll tax and workcover. I export the employee summary to excel and manually calculate. I also add a formula to the reimbursement column to sum the wages and super. Would be great to have that as an option to calculate as well as the employees state included.
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Sharon Johnson
commented
MYOB has this function why doesn't Xero, its frustrating to have to export to excel to try and figure out these requirements. Its an important monthly obligation that Xero doesn't fill.
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Meagan Black
commented
Yes please! Not sure why it isn't part of the reports already as most medium sized companies need to report and pay payroll tax
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Natasha Tonkin
commented
Agree, Xero needs to have a Payroll report for Portable LSL, Workcover and Payroll tax clients. which includes - Full name of employee, type of employment (FT, PT, apprentice or casual) Aust State they live in, Pay run 'Group' and 'Tracking' codes, capable of being selected in any date range (not just annually), Gross wages, tax, super, allowances and show 'quantity of employees' somewhere for those that have a lot of employees (100+).