Once a TPAR export is finalised, you can generate a preview of the Taxable Payment Summary for each supplier.
Go to Reports > Payroll > TPAR Reporting.
Click View for the TPAR Report you would like to open.
Click Preview to generate a .pdf file that contains the reported taxable payments for the selected Supplier.
A Taxable Payment Summary can be sent to a Supplier from the same on-screen report.
Tick the checkbox next to the relevant Supplier name.
Click With Selected…
- Click Send.
The taxable payment report will be scheduled for sending to the email address that has been set up in the Primary Email Recipient field of the Supplier profile. Additional Email Recipients will also receive a copy of the report.
You can monitor the batch in the progress bar that appears on-screen, or click on the progress bar for more information.
Taxable Payment Reports in the Communication Log
When a taxable payment report has been successfully sent to a Supplier, the outgoing email will be logged in Reports > System History > Communication Log.
You can search the Communication Log to display taxable payment reports only, by entering ‘Taxable Payment Report’ in the Report Settings > Communications filter.
Validation of Supplier Email Addresses
If no email has been set on the Supplier profile, you will receive an error message in the TPAR Reporting screen to resolve this before resending. Suppliers with missing email addresses will be bordered in red, and you can navigate directly to the Supplier profile by clicking on the Supplier name.
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