Review and explore the detailed setup of your pay items and allowances
The Pay Item and Allowance Schedule report shows the current configuration of all pay items and allowances in your platform. This report tells you how each pay item/allowance in the system is set up for tax, STP and variables and will assist in End of Financial Year (EOFY) reconciliation.
This schedule will display all pay items and allowances built into your platform; however, it will not indicate whether they are currently in use or active.
The primary use cases for this report are to:
- View the Tax and Single Touch Payroll (STP) selections made for each item
- Assist with reviewing data points against EOFY reconciliation
In this guide, we will cover:
- How to run the Pay Item and Allowance Schedule report
If you are looking for a guide on how to edit and update your current pay items or allowances, please check out our guide on Add & Edit Pay Items and Allowances.
The Pay Item and Allowance Schedule reads data from allowances and the details of how they are set up in each Award. This will be particularly useful at EOFY, when comparing reconciliation data to STP reports.
If you need to investigate how each allowance is set up for tax, super guarantee, payroll tax, etc, you will find it easy to view in the schedule.
To locate and run the Pay Item and Allowance Schedule:
- Navigate to Reports > Financial and locate the Pay Item and Allowance Schedule report.
- Here you will see a list of all of the pay items and allowances currently built in your platform. With this, you can also see the following details:
- Label - The name of the Pay Item or Allowance.
- Award - The Award or Agreement the item is linked to.
- Type - This will outline whether this Allowance is built into the Award or an individual Position.
- PAYG - The type of tax applied, if applicable.
- STP - Single Touch Payroll category, if applicable.
- Super Guarantee - If assigned, yes or no.
- Payroll Tax - If assigned, yes or no.
- Work Cover - If assigned, yes or no.
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Public Liability - If assigned, yes or no.
Hot tip: You can select the header of each column to sort your view into ascending or descending alphabetical order.
- With this report, you have the options to export this data into either a CSV file, PDF or Print.