This article is for users who want to run a year to date allowances report.
This report will show you the YTD values that have been paid or deducted for each type of
allowance. If you have an alternative period end date setup for your year-end boundaries, you will
need to run this report using the Start and Finish dates, as identified in the Period End screen.
This will cover all the Pay period ends within this range rather than selecting the YTD (financial)
option to reconcile.
- Navigate to Reports > Allowances > Year to Date.
- This report as below will show you the YTD values that have been paid or deducted for each type of allowance.
Not all allowances need to display on an employee ATO Payment Summary. Please consult with your accountant, association for a full listing of allowances required to show separately on your employees ATO payment summary. Some further information is available from the ATO website.
Refer to allowance configuration for more details.