You can use the Y.T.D. tab of Payroll Maintenance to view year-to-date payroll totals. This tab has two grid areas:
- Summary grid area, which displays Y.T.D. totals by income stream
- Details grid area, which displays the Y.T.D pay code details of the selected income stream.
To open the Y.T.D. tab:
- Select Payroll > Payroll Employee Maintenance from the main menu.
The Set Payroll Search Criteria window is displayed. - Search for the employee payroll record for the staff member. See Searching for payroll employees.
The Personal tab of the Payroll Maintenance window is displayed. - Click the Y.T.D. tab.
The Y.T.D. tab of the Payroll Maintenance window is displayed. - If required:
• click on the up and down arrows to select a different Year
• click.
Payroll Maintenance - Y.T.D. tab key fields and buttons
Summary grid area fields
This area shows year-to-date totals for the following fields:
Field | Description |
|---|---|
Income Stream | Income stream type. Note: Income stream types are selected using the General tab of Pay Code Maintenance. see Pay Code Maintenance - General tab. |
| Country | Country, if required for the income stream type. Note: Pays with the following income stream types must be submitted with a country code:
|
| Gross | Total gross pay amount for the selected income stream. |
Tax | Total amount of tax paid for the selected income stream. |
Nett | Total nett pay for the selected income stream. |
Super | Total superannuation for the selected income stream. |
Termination | Total termination amount paid for the selected income stream. |
| OTE | Total ordinary time earnings for the selected income stream. |
Details grid area fields
Field | Description |
|---|---|
Pay Code | Unique payroll code. When you select a code, all the defaults associated with this pay code are used for the employee. You can override the defaults if required. |
Pay Code Des | Description of the pay code. |
Units | The default unit used with this pay method. The Units are multiplied by the Rate and the factor to calculate the gross pay. Note: See the Factor field on the Payroll Maintenance - Pay Details tab. If either the Units or Rate is 0, the employee must have a set pay amount in the Amount field. |
Amount | The default amount for this pay method. Employees can either be paid a set amount, or the amount can be calculated. |
Description | Description of the pay code. |
Super Fund | Superannuation fund linked to the pay code. Note: For information about maintaining super funds, see Payroll Maintenance - Super Funds tab. |
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