Payroll Configuration - Tax Rates tab

Owned by Former user (Deleted)
Last updated: Mar 24, 2022 by Richard Kennedy (Unlicensed)

Use the Tax Rates tab to maintain:

  • tax scales
  • weekly minimum and maximum levels at which the tax scales apply.

There is a two-tiered hierarchy when maintaining tax scales and weekly levels, from the top-down:

  • tax scales
  • weekly levels.

When the tax rates change, Synergetic Management Systems will issue a text file containing the new tax rates that you can import directly into Synergetic. See Loading new tax rates for more details. Alternatively you can manually change the tax rates.

 Opening the Tax Rates tab

To open the Tax Rates tab:

  1. Select Module > Payroll > Payroll Configuration Maintenance from the main menu.
    The General tab of the Payroll Configuration window is displayed.
  2. Click the Tax Rates tab.
    The Tax Rates tab of the Payroll Configuration window is displayed.

    Note: Australian tax codes are displayed in the example shown.


Payroll Configuration - Tax Rates tab key fields and buttons

Tax scale area fields

Field

Description

Scale

Tax scale number as defined by the:

  • tax office in Australia
  • IRD in New Zealand.

Tax scale grid area fields

Field

Description

Scale

Tax scale number as defined by the:

  • ATO in Australia
  • IRD in New Zealand.
DescriptionComma-separated description of the tax scale
Category

Tax scale category code of the selected tax scale.

OptionCategory-specific option of the selected tax scale.
LoanStudent loan status of the selected tax scale.
Levy ExemptMedicare levy exemption status of the selected tax scale. 
Tax Off Code

Code used by the:

  • ATO in Australia
  • IRD in New Zealand.
Active

Whether the selected tax scale is active at your organisation.

Note: You can use this field to disable old (STP1) tax scales.

SortOrder of the selected tax scale in drop-down lists. 
Legacy Scale

Legacy (STP1) tax scale used for the selected tax scale.

Tip: You can use this field to check how the tax scales introduced with Single Touch Payroll 2 (STP2) relate to the old tax scales. 

Legacy HELPWhether the legacy (STP1) tax scale included HELP repayments.  
Legacy Scale Inc HELPLegacy (STP1) tax scale including the HELP repayment code.

Annual scale area fields

Field

Description

Annual Min
Annual Max

The annual tax scale is used if the gross pay is between the weekly minimum and maximum levels.