Note: As of 03 May 2023, the new Payroll Tax Report (2023) has been released into portals, using a refined calculation that aligns with the State Revenue Office (SRO) tests for Payroll Tax liability.
While we recommend that you use the 2023 version of the Payroll Tax report, both versions will be active in portals in the short-term to allow you to transition to the new report and become familiar with the new calculations.
The Reports > Payroll > Payroll Tax Report summarises the payroll tax calculations for each State within a given period. Pay data not marked as ‘Payroll Tax Exempt’ is captured and stored each time a pay run is marked as Paid.
The data included in the report depends on the exemption settings of your pay items at the time that a pay run is marked as Paid.
When you first access the Payroll Tax Report, you will need to apply the relevant Report Settings filters to populate the report.
You can filter on:
- Payroll Entity, if you have more than one entity in your portal. However, you can only report on one entity at a time.
- Permission Group
- Month, for calendar months from July 2019 onwards. Pay runs will be attributed to a calendar month based on their Pay Date
- Keyword search
- Employee Type
The Payroll Tax Report can be used to report on pay transactions from 1 July 2019 onwards. To report on pay transactions prior to this date, you can run the Payroll Tax Report (Historical Data) Report.
The Payroll Tax Report includes a Report Summary section with overall data for the whole entity, as well as a State Totals section which reports amounts calculated against each state.
Below both of these summaries, you can view individual records, split by employee, Workplace State and Payable State.
The Payroll Tax Report can be exported as a PDF, replicating the individual data in the on-screen report. It will not include the Report Summary or State Totals summaries.
If you require an export file that you can edit, the Payroll Tax Report (Historical Data) report includes a .csv export. Please consider that the system calculations for each report are different so you will need to confirm that the data is correct once you have completed the export.