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    Amending Payment Summaries

    If you've already distributed a Payment Summary or lodged your annual report with the ATO, you may need to create an Amended Payment Summary. See the ATO's website for specific guidelines on when you need to issue an Amended Payment Summary: https://www.ato.gov.au/General/Correct-a-mistake-or-amend-a-return/Correct-excise-and-FBT-returns,-non-BAS-fuel-scheme-claims-and-PAYGW-payment-summaries/PAYG-withholding-payment-summaries/

    Amending a Payment Summary

    To make an amendment to a Payment Summary (create a new Amended Payment Summary):

    1. Locate it and open it in VIEW mode. The quickest way of locating a payment summary, is either via the:
      1. Payment Summary Process record, under the Employee PAYG Summaries tab; or
      2. Employee record, under the Tax Info tab > Payment Summary sub tab
    2. Click the Amend button


    3. Click OK to the alert that pops up to confirm that you wish to amend the Payment Summary
    4. Make any changes required, note that Is Amended is checked


    5. Click Save
    6. You should now review the Amended Payment Summary by clicking the Print Preview button.
      1. If you need to make additional changes then click Edit



    7. Click the Print & Distribute button to generate a PDF of the amended Payment Summary and make it available to the employee via Employee Service Service (ESS)
       

     

    Amending Multiple Payment Summaries

    If you need to amend multiple Payment Summaries then repeat the above steps for each Payment Summary

     

    Distributing Amended Payment Summaries

    You should have already clicked the Print & Distribute button on each Amended Payment Summary record. If you're using Employee Self Service (ESS) then it is already available to employees for download.

    If you would like to print or email the Amended Payment Summary - click the relevant download link.

     

    Generating an Amended PSAR file

    If you've issued amended Payment Summaries then you must lodge a report to the ATO that includes details of the amendments. To generate an amended PSAR file:

    1. From the Payment Summary Process record, initiate the process by clicking the Regenerate PSAR file button.


    2. Check the Amended Only? field. This will result in only Amended Payment Summaries being included.
       
       
    3. Review all other fields as this information will be encoded in the PSAR file for you to send to the ATO. 
    4. Once you've finished reviewing the fields click the Generate button.
    5. You will be taken back to the Payment Summary Process record.
      1. Note that the PSAR filename has the word "AMENDED" in it.
    6. You can now:
      1. Preview the amended PSAR file by clicking on the PSAR File Preview tab.
      2. Download the amended PSAR file for upload to the ATO by clicking on one of the download links.
         
    7. Submit the amended PSAR file to the ATO.

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