Taxation Balances (Year To Date) Explained (Payee Master File)

Aimee Slatter

Nov 06, 2024

1094

🎯 Year To Date Taxation Balances will display the relevant totals based on the Pay Runs which have been processed for the selected Payee. These amounts are unable to be edited, and if an adjustment is required, we recommend following Correct a mistake which has been reported to the ATO. If the issue is unable to be rectified in a Pay Run, please follow Enter Opening Taxation Balances for a Payee instead.

The Financial Year Combo allows you to select the relevant Financial Year.

Tax Treatments and Income Streams will display the Tax Treatments and Income Streams which this Payee has been paid as.

Country is only visible for Working Holiday Maker and displays the Payee's previously selected VISA Country.

Gross Payments Total displays a dynamic calculation of all applicable Pay Rates included in all Pay Runs for this Payee.

PAYGW Total displays a dynamic calculation of PAYGW calculated on all applicable Pay Rates and Allowances included in all Pay Runs for this Payee.

🎯 PAYGW Total does not include PAYGW calculated on Employment Termination Payments (ETP's) as this is stored separately.

Bonuses and Commissions displays a dynamic calculation of all applicable Pay Rates included in all Pay Runs for this Payee.

Directors' Fees displays a dynamic calculation of all applicable Pay Rates included in all Pay Runs for this Payee.

🎯 Directors' Fees is not visible for Working Holiday Maker.

Overtime displays a dynamic calculation of all applicable Pay Rates included in all Pay Runs for this Payee.

Paid Leave displays each individual transaction of all applicable Pay Rates included in all Pay Runs for this Payee.

Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the pages of transactions.

Paid Leave Total allows you to select between the relevant type codes to view the relevant balance.

Allowances displays each individual transaction of all applicable Allowances included in all Pay Runs for this Payee.

Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the pages of transactions.

Allowance Total allows you to select between the relevant type codes to view the relevant balance.

Salary Sacrifice displays each individual transaction of all applicable Deductions included in all Pay Runs for this Payee.

Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the pages of transactions.

Salary Sacrifice Total allows you to select between the relevant type codes to view the relevant balance.

Lump Sum displays each individual transaction of all applicable Pay Rates included in all Pay Runs for this Payee.

Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the pages of transactions.

Lump Sum Total allows you to select between the relevant type codes to view the relevant balance.

Employment Termination Payments (ETP) displays each individual transaction of all applicable Pay Rates included in all Pay Runs for this Payee.

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Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the pages of transactions.

Deductions displays each individual transaction of all applicable Deductions included in all Pay Runs for this Payee.

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Showing X to X of X entries. Show X entries allows you to select how many transactions you would like displayed per page.

Pagination Controls allows you to navigate between the pages of transactions.

Superannuation

OTE Total displays a dynamic calculation of Ordinary Time Earnings calculated on all applicable Pay Rates and Allowances in all Pay Runs for this Payee.

Employer SG displays a dynamic calculation of Employer SG calculated on all applicable Pay Rates and Allowances in all Pay Runs for this Payee.

Employer RESC displays a dynamic calculation of Reportable Employer Superannuation calculated on all applicable Pay Rates and Allowances in all Pay Runs for this Payee.

Other Balances

Method B (ii) Gross displays a dynamic calculation of Method B (ii) Gross calculated on all applicable Pay Rates included in a Pay Run for this Payee.

Method B (ii) PAYGW displays a dynamic calculation of the PAYGW calculated on Method B (ii) Gross.

Reimbursements displays a dynamic calculation of the Reimbursements included in all Pay Runs for this Payee.

STSL Total displays a dynamic calculation of the Study and Training Support Loan repayment amount included in PAYGW Total.

Death Benefit Payments displays a dynamic calculation of the Death Benefit Payments included in all Pay Runs for this Payee.

Additional PAYGW displays a dynamic calculation of the Additional PAYGW amounts included in all Pay Runs for this Payee.