How to Lodge a Tax Return without a Payment Summary

How to Lodge a Tax Return without a Payment Summary

Follow these steps to find your missing payment summary or lodge a tax return without one

For most people, lodging taxes is a pretty simple process. They just plug the information from their payment summary into an online application like E-Lodge and their return is taken care of automatically.

But what if you don’t have a payment summary? Suddenly things become a lot more difficult. Don’t worry, while lodging a return without a payment summary is more difficult, it’s not impossible.

Be on the lookout for your payment summaries

You should receive a payment summary from each employer you worked for or payer you received income from during the financial year, including Centrelink. Each payment summary shows the income you received from that payer and the amount of tax that was withheld. It may also show allowances, fringe benefits, and other payments related to tax and super.

Examples of PAYG summaries are:

  • PAYG payment summary – individual non-business (NAT 0046)
  • PAYG payment summary – employment termination payment (NAT 70868)
  • PAYG payment summary – superannuation lump sum (NAT 70947)
  • PAYG payment summary – superannuation income stream (NAT 70987)

Missing payment summaries

Here’s what to do if you do not receive (or lose) a payment summary:

1. Contact your employer (or other payer) and ask them for a copy of your payment summary. If you did receive a payment summary, but it’s incorrect, you should also contact your employer.

2. If you can’t get an actual copy of your payment summary from your employer, ask them for a signed letter stating the income they paid you and the tax withheld for the financial year.

3. If your employer provides electronic details to the ATO, you may be able to obtain this information through the pre-filling service in the ATO’s e-tax software. Likewise, your tax agent may also be able to look this information up on the tax agent portal. Be aware, however, that the information the ATO has received may be incomplete. It is always better to get it straight from the source if at all possible.

4. Reviewing your payslips, time-sheets or bank statements could provide the information needed for your PAYG payments.

5. As a last resort, if you cannot obtain information through any of the sources listed above, you can estimate your income and withholding for each of your employers. The ATO provides a tool you can utilize called the “Gross Pay Estimator” which will provide you an estimate of your gross pay based on your net pay. You will need to calculate each pay period separately, and then total them to calculate your income.

 

When you have your payment summary sorted out don’t forget to lodge your return. E-Lodge makes it simple.

Photo via Jon Ross on Flickr.

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19 Responses to “How to Lodge a Tax Return without a Payment Summary”

  1. Yuya says:

    Hi, Im just wondering if I can’t get a payment salary, should I appeal somewhere to get it? because I told my boss many times I want to get it,but he haven’t given me it for a long time and already the end of Sep. Im not sure what to do. Im planning to find other job, but before that, I need to make sure this problem. I reckon will be better to understand and useful for this and next time if I could get over it. Thanks

  2. Tax Advisor says:

    Hi Yuya,

    Your employer is required to issue you a payment summary if you have earned income from them. I suggest contacting the ATO directly to let them know about the issue you are having.

    As discussed in the article above, you can fill out a statutory declaration as a last resort and use it in place of a payment summary. You need a separate declaration for each missing payment summary and each financial year.

  3. Kate says:

    Hi was wondering how my tax return is coming. It hasn’t been put Into my account. My name is Kate allum [address and DOB has been withheld due to privacy restrictions] thankyou

  4. Tax Advisor says:

    Hi Kate,

    I was able to access your account with the above information. Your tax return was accepted by the ATO on 23 July. As you will see on your status page, you should allow 8-10 business days to receive your refund amount.

  5. Kai-Sheng TSAO says:

    Hi
    I lost my payment summary. What can I do? I don’t know who paid the salary given to me. Can I use my Tax number search? I want to get my Tax return. Could you tell me how to do so?
    Thank you.

  6. Tax Advisor says:

    Hi Kai-Sheng,

    If you have lost your payment summary, you can refer to the ATO website page HERE. There are several options available to assist you in obtaining your PAYG.

  7. Raj says:

    Hi there, I am just wondering how do I claim my tax back if I don’t have payment summary? the reason I don’t have payment summary is that I don’t feel for getting in touch with my employer again after we had a big issue in termination of my job.

  8. Tax Advisor says:

    If your employer provided electronic details to the ATO, you can get this information via the pre-filling service in the ATO’s e-tax software. Your tax agent may also be able to look this information up on their portal. However, that the information the ATO has received may be incomplete. It most cases it is better to get it straight from the source if possible.

    As a last resort, you can fill out a statutory declaration and use it in place of a payment summary. You need a separate declaration for each missing payment summary and each financial year.

  9. mjtpn says:

    hi there I have my payment summary on the total tax withheld box is that what I should be receiving back in my tax return thanks.

  10. Tax Advisor says:

    Hello,

    Tax withheld on your PayG does not determine your refund. Your refund is calculated through several factors through our website.

  11. Annur says:

    Hi,

    Currently, I am pushing my employer to provide the payment summary. Please correct me if I a wrong, does ATO have regulation about when should an employee receive payment summary from an employer? I understand that employee “should” receive it by 14th of July but whether it is an obligation for an employer to give on that date or if not an employer will get fine?

    I also afraid that the company I work will not calculate my PAYG correctly, possible they will report it less than they should do, in this case, what should I do? Can I use the ATO calculator to inform them the correct amount they should report? for your information, I do not receive regularly of fortnightly pay slip from an employer and only receive transfer money (net amount) to my bank account

    Looking forward your reply

  12. Tax Advisor says:

    Hello Annur,

    The ATO has a record of your payment summary. You can contact the ATO for further assistance. You can also contact your company to provide you with a payment summary.

  13. Yuhuuh says:

    I took my former employer to fair work and won the case. I was underpaid and after the court order they had to pay me the amount owned. Before that they used to pay me cash in hand (12AUD/ hour). I have contacted them to get the Payment Summary with no response so far. What should I do? This is the only Payment Summary missing and I worked for them for about 3.5 months. They issued only one payslip after the court order in which is stated the tax withhold on the occasion. Is that enough to lodge my tax return?

    Thanks for your help.

  14. Tax Advisor says:

    Hello Yuhuuh,
    You can use your PayG to lodge your tax return. If you are unsure of the information on the PayG you can use the ATO Gross Pay Estimator Calculator.

  15. NIkki says:

    I have outstanding tax returns from 6, 7 years ago when I was a teenager. the businesses I worked at are no longer around so I don’t know how to obtain my tax details.

  16. Tax Advisor says:

    You can visit the Ato’s website for instructions on how to obtain your tax details

  17. Michael says:

    Could I lodge my tax return 2018 without my PAYN summary because I have my last payslip with all information including my gross and tax withdrawn few months ago sinced I left my job?

  18. Kristi-lee Paull says:

    Hi there I did not lodge a tax rutuen for 2008-2009 because I did not receive all my payment summaries, I worked at a few different places, my dob is 17/12/1989 please help

  19. Tax Advisor says:

    Hello Kristi-lee,
    You can lodge a tax return for 2008-2009 without your Payment Summaries. You can always contact your employer to request income statements, ask them for a signed letter stating the income they paid you and the tax withheld for the financial year or contact the ATO.

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