Tax Information

This is the Payment Summary Type required for end of year reporting.

Valid Payment Summary Type/ Tax Code/ Income Type Combinations

		Tax Code												Recommended Income Type
		A	B	C	H	0	1	2	3	4	5	6	7
Payment Summary Type	F	Y	Y	Y		Y	Y	Y	Y	Y	Y	Y	Y	Salary and Seasonal Worker
	I	Y	Y	Y		Y	Y	Y	Y	Y	Y	Y	Y	Salary and Seasonal Worker
	J	Y	Y	Y		Y	Y	Y		Y	Y	Y	Y	Salary and Seasonal Worker
	L	Y	Y	Y		Y	Y	Y		Y	Y	Y	Y	Salary and Seasonal Worker
	O	Y	Y	Y		Y	Y	Y		Y	Y	Y	Y	Salary and Seasonal Worker
	P	Y	Y	Y		Y	Y	Y		Y	Y	Y	Y	Pension (Non-Super Annuities)
	V	Y	Y	Y		Y	Y	Y		Y	Y	Y	Y	Salary and Seasonal Worker
	W				Y				Y	Y				Working Holiday Maker

 

Working Holiday Notes:

If an employee is changing to or from Payment Summary Type 'W', then you may need to produce two Payment Summaries - see the ATO for confirmation. If two Payment Summaries are required, terminate and reinstate the employee, and then update the value in this option.

This is the tax code relevant to the employee.

Leave the field blank if a flat tax rate is applied and complete the Special Tax Rate field.

If a value is entered into this field, the Special Tax Rate field must be left blank.

Working Holiday Notes:

• If the Employer is registered with the ATO for Working Holiday Makers, and the Employee has provided a TFN Declaration, use Tax Code 'H' (Working Holiday Makers).

• If the Employer is registered and the Employee has not provided a TFN Declaration, use Tax Code '4' (Tax File Number not provided).

• If the Employer is not registered, use Tax Code '3' (Non-Resident).

• In all three instances for Working Holiday Makers, the Income Type field should be set to '3' (Working Holiday Maker).

 

Valid Selections:

Tax Code	Income Types
H	3 Working Holiday Maker (WHM)
0, 1, 2, 5, 6, 7, A, B, C	1 Salary and Seasonal Worker (default) 2 Pension (non-super annuities)
Blank, 3, 4	1 Salary and Seasonal Worker (default) 2 Pension (non-super annuities) 3 Working Holiday Maker (WHM)

This is a flat percentage to calculate the employee's tax.

• The percentage rate allows up to three whole numbers and two decimal places and must be a positive value.
• If a value is entered in this field, the Tax Code field must be left blank.

This is an ATO reporting code.

Note: Mapper requires the full description.

Code	Default	Description
1		Salary and Seasonal Worker
2		Pension (Non-Super Annuities)
3		Working Holiday Maker (WHM)

• Once 'H' has been selected in the Tax Code field, this field will be automatically populated with 'Working Holiday Maker (WHM)'.

• If Mapper is used via Automation/Integration, any change to these descriptions will require updates to the files being sent.

• If the Income Type is left blank, the default Income Type will be populated depending on the values set for the Payment Summary Type and Tax Code.

• On the employee Payment Summary and ATO PSAR file, the Income Type shows as S, P, or H (where 1 = S, 2 = P or 3 = H).

This is the employee's Tax File Number provided on the Income Tax Instalment Declaration form.

• The Validate button is used to check if the employee's TFN matches the ATO algorithm.
• The Tax File Number cannot be changed while a Payrun that includes the selected employee is in progress.

This is a supplementary tax table for both HELP and SFSS. HELP and SFSS contributions for individual employees are automatically calculated and processed.

• Ensure that the HELP and SFSS tax tables have been established.
• Create an Allowance/Deduction record for the two taxation types.

• SSL and TSL are both options which can be applied by setting Code 'H'.

This is the value the employee claimed as stated on the Income Tax Installments Declaration form. The annual value is divided into the employee's pay frequency and taken into account when calculating the employee's tax. This field can also be used for an employee claiming a Tax Offset.

Special Tax Allowances are made to employees who work in remote areas.

• If a value is entered in this field, a Zone Rebate value must also be entered.

This is the value the employee claimed for Zone A and B on the Income Tax File Number Declaration form.

This is the ABN as used by employees who have a Payment Summary Type of L or V.