Issue

How to generate the Payment Summary Annual Report in Class for PAYG Payment Summary - Super Income Stream.

Background

The Payment Summary Annual Report is also known as 'EMPDUPE'. Only files that have been generated in a suitable format are accepted through the portal.

You can refer to Lodge a file  on ATO website for further information.

Resolution

If you use Class to lodge the PAYG Payment Summary (Superannuation Income Stream or Lump Sum) via SBR, you do not need to complete the PAYG Payment Summary Statement (Annual Report) nor lodge via paper to ATO by 14 August. The ATO already has access to the same data electronically.

Refer to the User Guide Recommended steps to prepare a "PAYG Payment Summary - Superannuation Income Stream" for detailed steps.