Taxation Balances (Opening/Adjustment) (Payee Master File)

Tax Treatments and Income Streams

Tax Treatments and Income Streams allows you to select from all the available Tax Treatments and Income Streams options.

Country is only visible for Working Holiday Maker and allows you to select the Payee's VISA Country.

Gross Payments Total allows you to enter the amount that attributes to Income Stream Gross Pay.

PAYGW Total allows you to enter the amount that attributes to all payments, which exception to that calculated on Employment Termination Payments (ETP's).

🎯 PAYGW Total does not include PAYGW calculated on Employment Termination Payments (ETP's) as this is stored separately.

Bonuses and Commissions allows you to enter the amount that attributes to Income Stream Bonuses and Commissions.

Directors' Fees allows you to enter the amount that attributes to Income Stream Directors' Fees.

🎯 Directors' Fees is not visible for Working Holiday Maker.

Overtime allows you to enter the amount that attributes to Income Stream Overtime.

Paid Leave

Paid Leave allows you to add each individual transaction that attributes to Income Stream Paid Leave.

Description allows you to select from the all applicable Pay Rate.

Code displays the Paid Leave Type Code defined by the relevant Pay Rate.

Gross allows you to enter the amount that attributes to the selected Pay Rate.

Selecting the Plus (Add) button adds the Pay Type to the Table.

Selecting the Minus (Delete) button removes the Pay Type from the Table.

If the Pay Type has been saved previously, the Delete Icon will update to Undo, allowing you to reverse the changes. The Pay Type will not be deleted until Save is selected.

Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the Transaction pages.

Paid Leave Totals allows you to select between the avaliable type codes to view the relevant balance.

Allowances

Allowances allows you to add each individual transaction that attributes to Income Stream Allowance.

Description allows you to select from the all applicable Allowance.

Code displays the Paid Leave Type Code defined by the relevant Allowance.

Other Allowance / User Defined Description displays the Other Allowance Description or User Defined Description defined by the relevant Allowance.

🎯 Other Allowance / User Defined Description is only displayed if the Allowance Type Code is OD.

Gross a allows you to enter the amount that attributes to the selected Allowance.

Selecting the Plus (Add) button adds the Pay Type to the Table.

Selecting the Minus (Delete) button removes the Pay Type from the Table.

If the Pay Type has been saved previously, the Delete Icon will update to Undo, allowing you to reverse the changes. The Pay Type will not be deleted until Save is selected.

Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the Transaction pages.

Allowance Totals allows you to select between the avaliable type codes to view the relevant balance.

Salary Sacrifice

Salary Sacrifice allows you to add each individual transaction that attributes to Income Stream Salary Sacrifice.

Description allows you to select from the all applicable Deduction.

Code displays the Paid Leave Type Code defined by the relevant Deduction.

Gross a allows you to enter the amount that attributes to the selected Deduction.

Selecting the Plus (Add) button adds the Pay Type to the Table.

Selecting the Minus (Delete) button removes the Pay Type from the Table.

If the Pay Type has been saved previously, the Delete Icon will update to Undo, allowing you to reverse the changes. The Pay Type will not be deleted until Save is selected.

Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the Transaction pages.

Salary Sacrifice Totals allows you to select between the avaliable type codes to view the relevant balance.

Lump Sum

Lump Sum allows you to add each individual transaction that attributes to Income Stream Lump Sum.

Description allows you to select from the all applicable Pay Rate.

Code displays the Paid Leave Type Code defined by the relevant Pay Rate.

Financial Year allows you to select the relevant Financial Year for a Lump Sum E Payment.

Gross allows you to enter the amount that attributes to the selected Pay Rate.

Selecting the Plus (Add) button adds the Pay Type to the Table.

Selecting the Minus (Delete) button removes the Pay Type from the Table.

If the Pay Type has been saved previously, the Delete Icon will update to Undo, allowing you to reverse the changes. The Pay Type will not be deleted until Save is selected.

Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the Transaction pages.

Lump Sum Total allows you to select between the relevant type codes to view the relevant balance.

Employment Termination Payments

Employment Termination Payments allows you to add each individual transaction that attributes to Income Stream ETP.

Payment Date allows you to select the date the payment was paid within the relevant Financial Year.

Termination Type allows you to select the Payment Type.

Code displays the ETP Code defined by the selected Payment Type.

Tax Free Component allows you to enter the Tax Free amount that attributes to the selected Payment Type.

Taxable Component allows you to enter the Taxable amount that attributes to the selected Payment Type.

PAYGW allows you to enter the PAYGW amount that attributes to the selected Payment Type.

Selecting the Plus (Add) button adds the Pay Type to the Table.

Selecting the Minus (Delete) button removes the Pay Type from the Table.

If the Pay Type has been saved previously, the Delete Icon will update to Undo, allowing you to reverse the changes. The Pay Type will not be deleted until Save is selected.

Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the Transaction pages.

Termination Total allows you to select between the relevant type codes to view the relevant balance.

Deductions

Deductions allows you to add each individual transaction that attributes to Income Stream Deductions.

Description allows you to select from the all applicable Deduction.

Code displays the Paid Leave Type Code defined by the relevant Deduction.

Net a allows you to enter the amount that attributes to the selected Deduction.

Selecting the Plus (Add) button adds the Pay Type to the Table.

Selecting the Minus (Delete) button removes the Pay Type from the Table.

If the Pay Type has been saved previously, the Delete Icon will update to Undo, allowing you to reverse the changes. The Pay Type will not be deleted until Save is selected.

Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the Transaction pages.

Deduction Totals allows you to select between the avaliable type codes to view the relevant balance.

Superannuation

Superannuation allows you to enter the amount that attributes to the applicable Superannuation Types.

OTE (SGAA) allows you to enter the amount that attributes to Ordinary Time Earnings.

SG Liability allows you to enter the amount that attributes to Employer SG.

RESC (Sal Sac) allows you to enter the amount that attributes to RESC.

RESC (Additional) allows you to enter the amount that attributes to RESC.

Other Balances

Other Balances allows you to enter the amounts that are not reported in Single Touch Payroll, but we find customers commonly ask to see.

Method B (ii) Gross allows you to enter the Method B (ii) Gross amount calculated on all applicable Pay Rates.

Method B (ii) PAYGW allows you to enter the PAYGW amount calculated on Method B (ii) Gross.

Reimbursements allows you to enter the Reimbursements amount.

STSL Total allows you to enter the Study and Training Support Loan repayment amount included in PAYGW Total.

Death Benefit Payments allows you to enter the Death Benefit Payments amount.

Additional PAYGW allows you to enter the Additional PAYGW amount.

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