Change a Payees Opening Taxation Balances
Jun 18, 2024
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Select Payees.
Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
Once the Payee has been located, select Actions > Edit.
🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.
Select Taxation Balances.
Select the Taxation Balances Accordion to expand the window.
Then, select Opening/Adjustment.
Select Tax Treatments and Income Stream(s).
Select the Tax Treatment you require.
Amend the required balance/s, then select Save.
