Filing checklist
Before preparing PAYG payment summary - Individuals (non-business) (PAYG-PS-IND), verify the identity of the form and gather the records the instructions call for.
- Confirm the income year and ATO instructions.
- Check whether the form should be lodged online, by mail, or through a tax agent.
- Match the form name, form code, agency, and revision shown on the document before you start.
- Gather identification details, addresses, account numbers, dates, and supporting records referenced by the form.
- Complete every required section that applies to your situation and mark non-applicable fields only when the official instructions allow it.