Change a Payees Senior Australians and Pensioners Tax Offset (SAPTO) setting
Jun 13, 2024
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🎯 Senior Australians and Pensioners Tax Offset (SAPTO) is DISABLED unless Tax Treatment = Seniors and Pensioners.
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.
Select Taxation and Medicare.
Change Senior Australians and Pensioners Tax Offset (SAPTO) per Question 8 in Withholding Declaration (NAT 3093) or Question 6 in Withholding declaration – short version for Seniors and Pensioners (NAT 5072).
Select Save.
