Employee Share Scheme Reconciliation Statements

This window allows the user to create Employee Share Scheme (ESS) Statements in PDF format which the user can print (i.e. via Console).

Prerequisites

Rules and Guidelines

  • Only ESS statements that have not previously been sent to the ATO will be included in this process.
  • A Share Scheme Reconciliation Report will be produced.

Field Information

Enter the Year End Date. This field will default to 30/06/xx (with xx being the current year).

This field will by default be populated with the environment attached to the user, and will only include the employees that are part of the payrun group. If this field is blank, the process will include all employees that have corresponding ESS statements on the Employee Share Scheme Statement History window.

Select the print format to be used for the ESS Statement.

Tick this box to generate individual Employee Share Scheme (ESS) PDF files in the Collection Folder. If left blank, the PDF file will be generated into Datafiles.

Note: This option is configured by Prevar setting *EMPSHARE_COLLECT.