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  • After you complete this form

    The PAYG payment summary – superannuation lump sum form is self-duplicating and includes copies for:

    • us
    • the payee
    • the payer.

    You must do all of the following:

    • give the payee their copy of this payment summary within 14 days of making the super lump sum payment
    • send the ATO original to us, along with your PAYG payment summary statement as part of your PAYG withholding payment summary annual report by 14 August, following the end of the financial year – the postal address is on the PAYG payment summary statement
    • retain the PAYG payer's copy and keep this for five years.

    Do not send us payment summaries printed from your payroll software. You must send us the ATO originals.

    Payees no longer have to lodge a copy of their payment summary with their income tax return.

    Last modified: 29 Apr 2021QC 35966