Payroll Maintenance - Tax tab

Use the Tax tab to maintain:

Taxation details including:

- Tax identification numbers (TFN and IRD Numbers)
- Tax scales or codes
- Income types
- Student debt
- Super details
- ABN details, if relevant.

Tax reporting details including:

- Rebates
- Fringe Benefits Tax
- Foreign Employment Income (FEI) tax
- Foreign Employment Income Joint Petroleum Development Area (JPDA) tax

Other taxation details including:

- PAYG details
- Single Touch Payroll submission details.

Opening the Tax tab

To open the Tax tab:

Select Payroll > Payroll Employee Maintenance from the main menu.
The Set Payroll Search Criteria window is displayed.
Search for the employee payroll record for the staff member. See Searching for payroll employees.
The Personal tab of the Payroll Maintenance window is displayed.
Click the Tax tab.
The Tax tab of the Payroll Maintenance window is displayed.

- Australian organisations see the following version:

- New Zealand organisations see the following version

Payroll Maintenance - General tab key fields and buttons

Taxation Details area fields

Field	Description
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. Note: You will see the following window if the entered Tax File Number has already been assigned to an existing employee.
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. Note: You will see the following window if the entered IRD Number has already been assigned to an existing employee.
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: Higher Education Loan Program (HELP) Student Start-up Loan (SSL) ABSTUDY Student Start-up Loan (ABSTUDY SSL) Trade Support Loan (TSL).
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: Only submit Super liability Only submit Ordinary Time Earnings (OTE) Submit both. 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
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
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 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.