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As part of its payroll functionality, ContactsLaw offers the ability to export a PAYG payment summary annual report (PSAR) data file for use with the ATO's electronic lodgement portal.

With this feature, you can:

  • Generate the PSAR data file
  • Open an existing data file for editing/printing
  • Generate self-print payment summaries
  • Review and enter additional information as required by the report

This feature takes data from (and is accessed via) the Member totals view of the Payroll tab. It is intended to be used only with figures for a complete financial year, and is designed to work with the most common payroll scenarios only.

Requirements

In order to use this feature, The Practice must:

  • Be solely responsible for lodging the report (i.e. not via a tax agent)
  • Have access to the electronic lodgement portal or ECI software (including AUSKey)
  • Require only the Individual Non-Business type of payment summary to be issued to its members
  • Have an Australian Business Number (ABN) and not use or require a Withholding Payment Number (WPN)
  • Ensure that each member's residential address and payroll settings are accurate and up-to-date
  • Not make any non-superannuation pension or annuity payments in the financial year
  • Not make any payments for union or professional association fees in the financial year
  • Not make any donations through the Workplace Giving programme in the financial year
  • Not report any exempt foreign employment income in the financial year
  • Not use this feature to lodge an amended PSAR
For the purposes of the report, the practice is both the payer and supplier of the PAYG data.

Additional figures required by the report

Owing to the fact that payment summaries report additional figures not captured by ContactsLaw (e.g. reportable fringe benefits, lump sum payments, etc), you must enter these amounts into the PSAR editor before generating the data file for lodgement.

If the total adjustments figure for a member (as reported by ContactsLaw) is non-zero, a warning will be flagged against the gross payments figure on the report. Depending on the nature of the adjustment, it may be necessary to alter the amounts for that member.

ContactsLaw will attempt to identify basic salary sacrifice arrangements for non-compulsory employer superannuation contributions. It does this by comparing the calculated superannuation amount with the actual figure; if the difference matches the total adjustment figure, it will place this amount in the reportable employer superannuation contributions field.

Generating the data file

ContactsLaw will generate both the data file (usually named EMPDUPE.A01) and a secondary metadata file (EMPDUPE.cl-psar). Only the main data file is used when lodging the report. The metadata file is used for subsequent editing of the report in ContactsLaw; the main data file cannot be loaded back into the editor.

Generating payment summaries

If you elect to generate payment summaries in addition to the PSAR data file, you have a number of options:
  • Whether to include the electronic signature of the member generating the report
  • The action to take after generating the summaries
    • If printing, the printer and number of copies
    • If saving, you will be prompted for the location to save the documents
    • You may elect to register the documents instead

Payment summaries are not generated by default, but if selected, the default action is to print to the default printer.

Note that the ATO only permits self-print payment summaries to be issued if the PSAR file is lodged electronically. Do not use this feature to generate payment summaries if you intend to lodge the annual report manually.