Embedded Files
Payee Master File
Payee Master File
The Payee Master File contains all the information needed to process payments to your payees. Everything is retained in one file, including multiple Tax Treatments, Income Streams, and YTD information. It is accessible when adding, editing or viewing a Payee and contains the following sections;
General
Personal Details
e-Personnel (HR) contains Emergency Contacts, Comments and Document Management (Files).
Taxation and Medicare, which contains Taxation, Medicare, Payroll Tax and Beneficiary
Employment and Payment, which contains Employment, Payment, e-Cost (Cost Centres), All Purpose Allowance, Pay Template, Ordinary Hours (e-Time), Payment Method and Variable Deduction Banking and Repayments
Superannuation Rules and Fund Details, which contains Superannuation Rules and Fund Details
Leave Entitlements and Balances which contain Annual Leave, Sick & Carer's Leave, Long Service Leave, Paid Family and Domestic Violence Leave (PFDVL), Time Off In Lieu (TOIL) and Rostered Days Off (RDO)
Taxation Balances Tab
Year To Date and Opening/Adjustment
Reportable Fringe Benefits Tab
Year To Date and Opening/Adjustment
Personal Details
Personal Details
The Payee Photo enables you to Upload (Add) or Delete the image of the Payee.
Time Clock ID: enables you to enter the Unique Payee Identifier from your Time and Attendance solution, which is typically alphanumeric (Aa - Zz, 0 - 9).
Payee Code: is a unique, alphanumeric Payee identification (typically Aa - Zz, 0 - 9).
Tax File Number (TFN): A unique Identifying number assigned to a taxpayer by tax authorities OR an Exemption Tax File Number if the taxpayer has not received their TFN. The Payees Tax File Number can be changed by selecting edit.
STP Payee ID: Unique Payee Identifier which may differ from the Payee Code. Typically alphanumeric (Aa - Zz, 0 - 9).
Residency for Taxation Purposes: enables you to select the option selected on the Tax File Number Declaration (NAT 3092).
STP Previous Payee Payroll ID: Unique Payee Identifier from your previous payroll system.
First Name: Name provided on the Tax File Number Declaration (NAT 3092).
Other Name: Name provided on the Tax File Number Declaration (NAT 3092).
Family Name: Name provided on the Tax File Number Declaration (NAT 3092).
Alternate Name: enables you to enter a nickname or known by name for the Payee.
Gender: as provided on the Tax File Number Declaration (NAT 3092).
Birthdate: enables you to select or enter the Day, Month and Year the Payee was born as provided on the Tax File Number Declaration (NAT 3092).
Address: including Suburb/Town, State, Post Code and Country. The physical location the Payee lives as provided on the Tax File Number Declaration (NAT 3092).
Visa, Expiry and Country: Only STP Reported when Residency for Taxation Purposes is Working Holiday Maker and allows you to store the Visa Number, Expiry Date and Country of Origin.
Email: Electronic Mail Address for Pay Slips and newsletters as provided on the Tax File Number Declaration (NAT 3092).
Phone: Telephone Contact Number.
e-Personnel (HR)
e-Personnel (HR)
Contains three sections - Emergency Contacts, Comments and Document Management (Files).
Emergency Contacts
Emergency Contacts
Name: allows you to enter the Name of the Emergency Contact for this Payee.
Relationship: allows you to select the Emergency Contacts Relationship with the Payee.
Phone: allows you to enter the Phone Number for the Emergency Contact.
Selecting the Plus (Add) button, adds the Emergency Contact to the Table.
Selecting the Minus (Delete) button, removes the Emergency Contact from the Table.
If the Emergency Contact has been saved previously, the Delete Icon will update to Undo, allowing you to reverse the changes. The account will not be deleted until Save is selected.
Comments
Comments
Date & Time: allows you to select or enter the date and time relevant to the comment.
Reminder: allows you to select if you want this Comment displayed in Reminders on the Dashboard.
Comment: allows you to enter the details of the information you would like to store.
Selecting the Plus (Add) button adds the Comment to the Table.
Selecting the Pencil (Edit) button displays the Edit a Payee Comment Alert (Modal), allowing you to change the Date & Time, Reminder Status, and Comment Text.
Selecting the Trash Can (Delete) button removes the Comment from the Table.
If Delete was selected and this record has been previously saved, selecting Undo will not remove the record when Save is selected.
Showing X to X of X entries. Show X entries allow you to select how many Comments you would like displayed per page.
Pagination Controls allows you to navigate between the pages of Comments.
Document Management (Files)
Document Management (Files)
Choose File allows you to select the file or document you want to upload. Upload lets you add the file or document to the Payee Master File.
Selecting the Download button downloads the document to your PC or device.
Selecting the Trash Can (Delete) button removes the Comment from the Table.
If Delete was selected and this record has been previously saved, selecting Undo will not remove the record when Save is selected.
Showing X to X of X entries. Show X entries allow you to select how many documents (files) you want displayed per page.
Pagination Controls allows you to navigate between the pages of Documents (Files).
Taxation and Medicare
Taxation and Medicare
Contains four sections; Taxation, Medicare, Payroll Tax and Beneficiary.
Taxation
Taxation
Medicare
Medicare
🎯 Medicare is only available for Tax Treatments Regular and Seniors and Pensioners.
Medicare Levy Surcharge (MLS) is applicable when the Payee, their spouse and dependent children do not have an appropriate level of private patient hospital cover and earn above a certain income.
🎯 Medicare Levy Exemption (MLE) and Medicare Levy Reduction (MLR) are disabled if Tax Free Threshold is not selected or Medicare Levy Surcharge (MLS) is selected.
Medicare Levy Exemption is applicable when the Payee is claiming an exemption from paying the Medicare Levy due to a Medical exemption, the number of Dependants they maintain, being a Foreign resident or not being entitled to Medicare benefits.
🎯 Medicare Levy Exemption (MLE) is disabled if Tax Free Threshold is not selected.
🎯 Medicare Levy Surcharge (MLS) is disabled if Medicare Levy Exemption (MLE) is selected.
🎯 Medicare Levy Reduction (MLR) is disabled if Medicare Levy Exemption (MLE) is set to Full.
Medicare Levy Reduction is applicable when the Payees' or families' taxable income is below a certain threshold.
🎯 Medicare Levy Reduction (MLR) is disabled if Tax Free Threshold is not selected.
🎯 Medicare Levy Surcharge (MLS) is disabled if Medicare Levy Reduction (MLR) is selected.
Payroll Tax
Payroll Tax
State/Territory (Payroll Tax): allows you to select the State or Territory the wages paid to this Payee must be reported to in the Payroll Tax (SRO) Report.
Apprentice / Trainee: enables you to select if this Payee is an Apprentice or Trainee for Payroll Tax Purposes
Assign Prior Pay Runs: enables you to change the State/Territory assigned to the current Pay Runs to the option selected in State/Territory (Payroll Tax).
If pay runs can be changed, the Reassign (Payroll Tax) Details On Prior Pay Runs is shown.
If no pay runs can be changed, the Unable To Assign (Payroll Tax) To Prior Pay Runs is shown.
Beneficiary
Beneficiary
Type of Beneficiary: defines the person or entity your Payee has named in their will or insurance policy to receive the death benefit payment.
STP Payee Payroll ID: Unique Payee Identifier which may differ from the Payee Code. Typically alphanumeric (Aa - Zz, 0 - 9).
Beneficiary TFN: Unique Identifying Number assigned to the Beneficiary by tax authorities OR an Exemption Number (Trustee ONLY) if the Beneficiary has not provided their TFN.
Tax Treatment: Tax Treatment assigned within the Beneficiary.
Income Stream assigned within the Beneficiary.
Tax Treatment Code: Tax Treatment Code assigned within the Beneficiary.
Employment Basis: Employment Basis within the Beneficiary.
Birthdate: Day, Month and Year the Beneficiary was born.
Commenced: is used to define the date the Payee/Payer relationship began.
First Name: Name provided to the Beneficiary at birth OR Part of the Legal Entity Name (Trustee).
Family Name: Name provided to the Beneficiary at birth OR Part of the Legal Entity Name (Trustee).
Address including Suburb/Town, State, Post Code and Country: The physical location of the Beneficiary.
Email: Electronic Mail Address for the Beneficiary.
Phone: Telephone Contact Number of the Beneficiary.
Employment and Payment
Employment and Payment
Contains Employment, Payment, e-Cost (Cost Centres), All Purpose Allowance, Pay Template, Ordinary Hours (e-Time), Payment Method and Variable Deduction Banking and Repayments.
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