How do I change the Tax Treatment for a Payee?

How to change the Tax Treatment 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 Tax Treatment as required, which is based on the Residency for Taxation Purposes and the Tax File Number.

Regular
Seniors and Pensioners
No TFN
Working Holiday Maker
Foreign Resident
Horticulturists and Shearers
Seasonal Worker Programme

When the Change Tax Treatment Warning Message is displayed, select Acknowledge to continue. Otherwise, select Cancel.

Select Save to save your changes.

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