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How to change the Opening/Adjustment Taxation Balances for a Payee.
How to change the Opening/Adjustment Taxation Balances 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.
Select the Taxation Balances Tab.
Select the required Financial Year.
Select the Opening/Adjustment Tab.
Select Tax Treatments and Income Stream(s).
Select the required Tax Treatment.
If Regular, Seniors and Pensioners, No TFN, Foreign Resident and/or Horticulturists and Shearers is chosen, select the Income Stream you require from either Salary and Wages or Closely Held Payee.
If Seasonal Worker Programme is chosen, the Income Stream is automatically set to Seasonal Worker Programme.
If Working Holiday Maker is chosen, the Income Stream is automatically set to Working Holiday Maker.
Enter the Gross Payments Total for the current financial year.
Enter the PAYGW Total EXCLUDING any amounts attributed to Employment Termination Payments.
Enter the total Bonuses & Commissions amount.
Enter the total Director's Fees amount.
This field is not avaliable when the Income Stream is Seasonal Worker Programme or Working Holiday Maker.
Enter the total Overtime amount.
Navigate to Paid Leave.
Select the required Pay Rate in Paid Leave Description.
Enter the Gross amount.
Then select the Plus (Add) button to add the Pay Rate. Repeat the above steps until all Pay Rates are added.
Navigate to Allowances.
Select the required Allowance in Allowance Description.
Enter the Gross amount.
Then select the Plus (Add) button to add the Allowance. Repeat the above steps until all Allowances are added.
Navigate to Salary Sacrifice.
Select the required Deduction in Salary Sacrifice Description.
Enter the Gross amount.
Then select the Plus (Add) button to add the Deduction. Repeat the above steps until all Deductions are added.
Navigate to Lump Sum.
Select the required Pay Rate in Lump Sum Description.
Enter the Gross amount.
Then select the Plus (Add) button to add the Pay Rate. Repeat the above steps until all Pay Rates are added.
Navigate to Employment Termination Payments.
Select or enter the Payment Date.
Select the ETP Code.
Enter the Tax Free Component or Taxable Component, and PAYGW amounts, then select the + Icon.
Select Deductions.
Select the required Deduction in Deduction Description.
Enter the Net amount.
Then select the Plus (Add) button to add the Deduction. Repeat the above steps until all Deductions are added.
Select Superannuation.
Enter the OTE amount.
Enter the SG Liability amount.
Enter the RESC (Sal Sac) amount.
Enter the RESC (Additional) amount.
Select Other Balances.
Enter the total Method B (ii) Gross amount paid to your Payee.
Enter the total Method B (ii) PAYGW amount paid by your Payee.
Enter the total Reimbursements amount that has been paid to your Payee.
Enter the STSL Total amount that your Payee has repaid.
Enter the total Death Benefit Payments amount paid to the Beneficiary.
Enter the Additional PAYGW amount which your Payee has repaid.
Select Save to save your changes.
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