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Payroll in Xero updated for EOFY Australia

Posted 5 years ago in Advisors by Oliver Furniss
Posted by Oliver Furniss

Some things should be easy and stress free. And now they are, for EOFY Australia.

With the end of financial year approaching we have released an update to Payroll. We’re also holding free training sessions online and in our Melbourne and Sydney offices to get you ready and give you an opportunity to ask any questions. Book now before space runs out.

EOFY processing now easier

With an all-new design with all-new features our goal with Payment Summaries was to make this important activity simpler, more useful and dare I say it, more enjoyable. Creation and printing in bulk, sending to all your employees at once via email, capturing workplace giving and union/association fees, creation of amended payment summaries both on the employee copy and the ATO file are some of the great new features you will find today. Watch the video below or read our help to find out more.

Also with the change to the SGC rate from 9% to 9.25% coming from July 1st we wanted to take the pain out of updating your employees. Moving employees to the new statutory rate has been automatically taken care for you so you don’t have to do anything. Great news.

And your tax tables have been updated as we do every year, automatically.

Using Auto Super?

If you are using Auto Super in Payroll, the last business day of the financial year is on Friday, 28th June. To ensure your super payments are processed and funds remitted within the 2013 financial year, you must have your super batches submitted and approved before 1pm (AEST), Friday 21st June.

In the building and construction industry?

If your business pays contractors for building and construction services, you need to report these payments to the ATO on a Taxable payments annual report. Now you can easily identify reportable transactions and create the electronic annual report data file.

Watch the video

With the updates available this week, not only is the product more capable, you are, too.

If you like what you see and haven’t yet made the switch to Xero check out our conversion partners to start the new financial year on the right foot.

For full details please check out our release notes.


June 19, 2013 at 12.39 pm

Awesome stuff, and a great step by step video to review the overall process. Should make EOFY payroll processing much more easier for us and our clients, especially updating tax tables for the new year, Xero has it all sorted.

Cassandra Scott
June 19, 2013 at 1.32 pm

Love love love! The Payment Summary processing. So streamlined and easy.

Brilliant job guys!

Paul West
June 19, 2013 at 4.02 pm

Thanks for the comprehensive video. To clarify, are the Employee Payment Summaries the same as a Group Certificate? This is our first year using Xero and usually our accountant creates the summaries / certificates. If we can do this ourselves in Xero, so much the better.

Thanks again!

Oliver Furniss
June 19, 2013 at 4.14 pm

@Paul, yes the Payment Summary serves the same purpose as the former group certificate for salary and wage earners. Group certificates were renamed to Payment Summaries in 2001 as part of The New Tax System. In order to create payment summaries for your employees you need Payroll Admin access in Xero to access the necessary features.

Paul West
June 19, 2013 at 4.57 pm

Hi Oliver,

Thanks for the prompt response. 2001?! Man am I behind the times. Why didn’t anyone ever correct me for calling them group certificates?!

Ok so, thanks to Xero, this year I will create my own payment summaries and export an EMPDUPE file for my accountant to upload via the portal. Done and done.

Thanks again Oliver.

June 20, 2013 at 1.15 pm

Question re emailing PAYG Summaries – is this allowed by the ATO? Presumably it is or you wouldn’t have this feature but, last year, our external tax accountant told me that it is not allowed by law and that PAYG summaries must be snail-mailed UNLESS I get express written permission from each employee that they are happy to receive their PAYG Summary via email.

Oliver Furniss
June 20, 2013 at 1.25 pm

@Trish thanks for your question. Emailing Payee Payment Summaries is absolutely allowed by the ATO.

Payment summaries can be provided to your employees electronically. It is important that you advise your employees how they can access their payment summary electronically. More information is available from the ATO here –

I will make sure we add some more information on this in our support information.

Charles Klvana
June 23, 2013 at 7.49 pm

Hi guys,
The video above, seems to reference a DIFFERENT Payment Summary Details report than what currently shows in Xero? At the 2:13 mark, it shows the above report as displaying wage categories for each employee. HOWEVER when I run the report right now in Xero, it displays just TOTAL Gross Payments for each employee, and does NOT show the indiviual wage cateogries that make up this total?!?

It seems the video is out of date already and it’s only a week old? Or am I running the report wrong? I’ve had a look and can’t see any customisation options that would display inidividual wage categories that give the total displayed?

Please help,

Oliver Furniss
June 23, 2013 at 9.55 pm

Hey @Charles aka ‘Mr Eagle Eyes’ thanks for bringing this to our attention. The report that is shown at 2:13 in the video is actually the Payroll Activity Details report not the Payment Summary Details report. I will look into if we can update the video. Thanks.

Julie Aquilina
June 25, 2013 at 8.41 pm

Just wondering if the online training sessions will be offered as a pre-recorded webinar/video to help those people who can not make the times you have listed, or can’t physically get to the classroom sessions. Thanks 🙂

Oliver Furniss
June 25, 2013 at 8.51 pm

Hey @Julie, we aimed to offer a wide range of sessions across multiple dates to accommodate as many people as possible but we understand that we wouldn’t cover everyone so we will certainly make one of the recordings available once we have completed the scheduled sessions.

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