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Purpose

The purpose of this quick reference guide is to step through the process of creating AU Payroll Tax Payee Withholdings. The intended audience for this document are system administrators / standard users.

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Steps

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Create a New AU Payroll Tax Payee Withholding record

The AU Payroll Tax Payee Withholding record holds the General Information and Payroll Tax Details for a Payee. Create an AU Payroll Tax Payee Withholding by following the below steps:
  1. Navigate to the Payee record.
    1. To identify a Payee record from an Employee record, enter the Employee name into the Global Search (see Figure 1).
    2. Select the Employee record from the suggestions provided.
    3. Open the Related tab.
    4. Identify the Payee related list.
    5. Select the Payee record (see Figure 2).
Screenshot from QRG Create Payee Withholdings - AU Payroll Tax
Screenshot from QRG Create Payee Withholdings - AU Payroll Tax
  1. Click Withholdings from the tab options.
  2. Click New (see Figure 3)
Screenshot from QRG Create Payee Withholdings - AU Payroll Tax
  1. Select AU Payroll Tax from the available Record Types (see Figure 4).
Screenshot from QRG Create Payee Withholdings - AU Payroll Tax
  1. Click Next .
  2. Populate the following required fields to provide the base details of the Payee Withholding (see Figure 5):
    1. Employee
    2. Payee
    3. Effective Date
    4. Payroll Tax Exempt
      1. Payroll Tax Exempt Reason
  3. Populate the following optional fields as needed:
    1. To define the Payroll Tax rates and thresholds for the Payee, select from the picklist options for the Payroll Tax Locality field.
    2. To set a fixed-term for the Payee Withholding record, populate the Expiry Date field. If left blank, no expiry date will apply.
    3. To prevent the Status of the Payee Deduction from being automatically updated by the automatic status update scheduled job, check the Exclude From Auto Update checkbox.
Screenshot from QRG Create Payee Withholdings - AU Payroll Tax
The Status of the Withholding record will be automatically updated upon saving the record, based on the Start Date and End Date (see Figure 6).
The External ID field will be automatically populated if required for system integration.
  1. Click Save .
A new AU Payroll Tax Payee Withholding record is now created (see Figure 6).
Screenshot from QRG Create Payee Withholdings - AU Payroll Tax
Without the Payroll Tax Payee Withholding completed, and a finalised Pay Batch, a Payee cannot be picked up in a Payroll Tax Lodgement
  1. To modify an existing Payee Withholding record, open the required record and select the Edit button available on the top right side of the page. You can also double click within fields that need editing or just click on the pencil icon that appears within fields when hovering with your cursor.
  2. When complete, click on the Save button.

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Field Descriptions

Effective Date is the date the Withholding will become effective. Withholdings will not be paid before this date. Employee is the Employee record this Payee Withholding Record relates to. This must match the Employee of the Payee. Exclude From Auto Update when this box is checked the record will be skipped by the Automatic Status Update scheduled job. Expiry Date is the date the Withholding expires. If blank, no expiry date applies. External ID defines the ID of the corresponding record in an external system that has been used to create/update this record. Payee is the Payee record this Payee Withholding Record relates to. Payroll Tax Exempt indicates the Payee is exempt from Australian Payroll Tax calculations. Payroll Tax Exempt Reason is the reason this Payee is exempt from Australian Payroll Tax. Should be populated if the Payroll Tax Exempt field is checked. Payroll Tax Locality is the Payee’s locality for the purpose of Australian Payroll Tax reporting. Payee Withholding Name is automatically generated upon saving the record.

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Further Information