How do I change the Senior Australians and Pensioners Tax Offset for a Payee?

How to change the Senior Australians and Pensioners Tax Offset for a Payee.

Select Payees from the side navigation menu.

Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.

Once the Payee has been located, select Actions > Edit.

🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.

Next, select Taxation and Medicare.

Change Senior Australians and Pensioners Tax Offset (SAPTO) as required.

Select Save to save your changes.

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