5. Tax Info tab
Standard fields
These fields are used to determine the Employee Tax Scale field which dynamically updates once you enter information.
Tax File Number – enter the employee's TFN. If they do not have one enter the appropriate value from the table below:
000000000 No TFN quoted by the employee 111111111 Employee applying for a TFN 444444444 Employee is a pensioner 987654321 Alphabetic characters in quoted TFN
- Resident Status – select if a resident or non-resident.
- Claim Tax Free Threshold – Check this box if the Employee wishes to claim the tax free threshold from this Employer.
- Pay Leave Loading – mark this checkbox if you pay a loading on leave taken.
- Leave Loading % – enter the percentage loading if leave loading is paid.
- HELP/TSL & SFSS Variation –
- HELP: (previously HECS debt) Higher Education Loan Program
- TSL: Trade Support Loan
- SFSS: Student Financial Supplement Scheme
- Employee Tax Scale – do not change manually as it dynamically updates from the settings above. This is used to calculate the employee's tax obligation (e.g. PAYG) during the pay run.
Once the fields on the Tax Info tab are set, the Employee Tax Scale will be set dynamically.
Employee Setup Guide
Less Common Fields
- Medicare Levy Exemption - select the exemption level (Half, Full or no Medicare Levy Exemption) the employee is claiming.
- Claim Senior Australian Tax Offset - check if the employee wishes to claim the Senior Australian Tax Offset.
- Senior Couple Status - if the employee is claiming the Senior Australian Tax Offset then select the option which describes this employee's Senior Couple Status.
- Apply Medicare Surcharge Levy - check if the employee has answered yes to Q4 of Medicare Levy Variation Declaration and wishes to have additional tax withheld for Medicare Levy Surcharge.
- Total Offsets Claimed - enter total amount of Tax Offsets claimed by the employee at Q9 of their ATO withholding declaration.
- Show Flat Rate Tax List - check to show the Flat Rate Tax List.
Go to step 6. Superannuation tab