The short answer is myGov. The longer answer is below.
First up, let's clear up any terminology confusion. Your Income Statement is the same thing as your Payment Summary and Group Certificate. They're all names for the same thing, and the name used now is: Income Statement.
Income Statements show an employee's year-to-date salary and wages, the tax that has been withheld and the superannuation that has been paid.
Previously - until Single Touch Payroll was introduced in 2019 - employers issued these statements annually after the end of a financial year.
Now, it's all handled through myGov. It should be there by 14 July if your employer has 20+ employees or by 31 July if your employer has 19 or fewer employees.
Here's how to find your Income Statement on myGov:
- Log into my.gov.au (if you don't yet have a myGov account, follow the steps on my.gov.au to create one or call the ATO on 13 28 65 for help)*
- Once you're logged in, choose the 'Australian Taxation Office' (ATO) service (if you're doing this for the first time, you will probably need to link this service to your myGov account. Follow the on-screen prompts to do this and call the ATO on 13 28 65 if you need help)
- When the ATO screen opens up, click on 'Employment' in the drop down menu near the top
- Then click on 'Income Statement'
*You aren't required to have a myGov account but you do need one if you want to access ATO Online info.
How does this info get used in your tax return?
The information in your Income Statement is used in your annual individual tax return.
If you're doing your own tax return via myTax, your Income Statement information will automatically appear on your return.
If you're using a tax agent, they use their own software which should also be able to access this information when preparing your tax return.
More support
- Single Touch Payroll for employees (ATO website)
- If you're ready to handball tax to the pros so you can focus on bigger/better things, please keep us in mind 😎