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# QRG Create Payee Withholdings - AU Payroll Tax
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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.
## Steps
### 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).
2. Click **Withholdings** from the tab options.
3. Click **New** (see Figure 3)
4. Select **AU Payroll Tax** from the available Record Types (see Figure 4).
5. Click **Next** .
6. 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**
7. 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.
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.
8. Click **Save** .
A new **AU Payroll Tax Payee Withholding** record is now created (see Figure 6).
Without the Payroll Tax Payee Withholding completed, and a finalised Pay Batch, a
Payee cannot be picked up in a Payroll Tax Lodgement
9. 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.
10. When complete, click on the **Save** button.
## 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.
## Further Information
| Document | Document Type | Description |
| ---------------------------------------- | ----------------- | ------------------------------------------------------ |
| QRG Create a Payee record | Task Instructions | How to create a Payee Record |
| QRG Create Payee Withholdings - AU Super | Task Instructions | How to create Superannuation Payee Withholding Records |
| QRG Create Payee Withholdings - AU PAYG | Task Instructions | How to create PAYG Payee Withholding Records |
| QRG Create Payee Withholdings - AU GST | Task Instructions | How to create GST Payee Withholding Records |
