Overview
The YTD (Year-to-Date) Summary shows accumulated payroll totals for each employee across the current financial year. These figures are what get reported in each STP submission as the running year-to-date amounts.
How YTD Works
Every time an STP submission is accepted by the ATO, the pay event item amounts are accumulated into the employee's YTD totals. This means:
- YTD figures build up over each pay period
- Each STP submission includes the full YTD amounts (not just the current period)
- The ATO uses the latest YTD figures to reconcile against previous submissions
Summary Cards
At the top of the page, you'll see total cards for the selected employer and financial year:
- Total Gross — sum of all gross payments
- Total Tax — sum of all PAYG withholding
- Total Super — sum of all superannuation contributions
Per-Employee Breakdown
Below the summary cards, a detailed table shows each employee's YTD amounts across all STP Phase 2 categories:
- Gross payment, OTE, overtime, bonuses
- PAYG withholding
- Super guarantee, salary sacrifice super, employer additional, RESC
- Leave accruals
- Lump sums and ETPs
- FBT reportable amounts
- Allowances and deductions
Financial Year
The Australian financial year runs from 1 July to 30 June. Use the financial year filter to view different periods.
YTD amounts reset at the start of each new financial year (1 July).
Filtering
- Employer — select which employer's YTD data to view
- Financial Year — choose the financial year period
Finalisation
At the end of each financial year (or when an employee leaves), you'll need to submit a finalisation pay event. This tells the ATO that the YTD figures are final and can be used for pre-filling employee tax returns.
Finalisation indicators are set on the pay event, not on this summary page.