Use the Tax tab to maintain:
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Taxation Details area fields
Field | Description |
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Tax File Number | Tax File Number (TFN) used by the Australian Taxation Office. Supplied by the employee on the tax declaration form filled in at the commencement of employment. Note: This field is automatically populated when declarations are entered on the Declarations tab of Payroll Maintenance. For information about recording declarations, see Payroll Maintenance - Declarations tab. |
IRD Number (NZ) | IRD Number used by the New Zealand Inland Revenue Department. Supplied by the employee on the tax declaration form filled in at the commencement of employment. Note: This field is automatically populated when declarations are entered on the Declarations tab of Payroll Maintenance. For information about recording declarations, see Payroll Maintenance - Declarations tab. |
ABN | Australian Business Number (ABN) for contractors. |
Tax Scale | Tax scale that applies for the employee based on information supplied by the employee upon the commencement of their employment. Note: Whenever tax rates change, your administrator will receive a text file from Synergetic Management Systems that they can import. See Loading new tax rates. |
Tax Code (NZ) | Tax code that applies for the employee based on information supplied by the employee upon the commencement of their employment. Note: Whenever tax rates change, your administrator will receive a text file from Synergetic Management Systems that they can import. See Loading new tax rates. |
HELP/SSL or TSL Debt | Indicates whether the payroll employee has study or training loans. When this field is selected additional withholding is performed to cover compulsory loan repayments. This field must be selected if the payroll employee has outstanding debt for either:
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Income Type | Type of income paid to the employee. For example, Salary or wages. |
Super Tax Percent | Percentage of tax to pay on superannuation, if overriding the default. If blank this field will calculate based on the level of income. Note: This is only relevant if an employer paid superannuation contribution tax scheme is active for your country. This field is not used in Australia. |
Super Liability/OTE Submit | Select an option from the drop-down list to determine which superannuation liability fields are included in Single Touch Payroll submissions for the selected payroll employee. You can select:
Note: This field is only visible if the Calculate and Submit OTE field is selected on the General tab of the Payroll Configuration window. See Payroll Configuration - General tab. |
Reporting Amounts area fields
Field | Description |
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Dependant Rebate | Full amount of the dependent spouse rebate claimed for the year. |
Reportable Fringe Benefits | Amount of fringe benefits tax required to be reported to the tax office. If you provide any employee benefits that are taxable, where the total taxable value of those fringe benefits exceeds the FBT (fringe benefits tax) limit in a FBT year, you are required to report an amount on the employee's payment summary. Contact the ATO for the current FBT limit. |
FEI Tax Paid | Amount of Foreign Employment Income (FEI) tax paid by the payroll employee. |
JPDA Tax Paid | Amount of Joint Petroleum Development Area tax paid by the payroll employee. |
Other area fields
Field | Description |
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PAYG Summary Printed / Date | This field is automatically selected when you print your PAYG Summaries at the end of the financial year. If you print a summary for an employee at some other time, select this to show that the summary has been printed and when. |
ATO sent copy of PAYG Summary / Date | This field is automatically selected when you print your PAYG Summaries at the end of the financial year. If you send an employee's summary to the taxation office, select to show that it has been sent and when. |
PAYG Amended | Select to allow the printing of a new PAYG summary and include the currently selected employee in the EMPDUPE file sent to the ATO. |
Final STP Event for Financial Year | Mark an employee as finalised for the financial year. Tip: You can set this value in bulk using the Bulk Set Final Event Indicator for STP window. See Setting the STP Final Event Indicator in Bulk. |
Last Submission | Shows the status of the Final STP Event for Financial Year field as at the Date and Time of the last STP Event for the employee. Also displays the Submission number of that last submission. |
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