Bulk Update WHM Tax Status
Form ID: (MP.PP.50.09)
The Bulk Update WHM Tax Status form lets update employees' tax scale in historical pays,
for employees who are on the Working Holiday Makers (WHM) tax scale. While the WHM tax scale
came into effect from 1 January 2017, it wasn't available until the 2017.1.3 compliance
release, so employees could only be assigned the WHM tax scale for pays that were started
after this version became available. This form lets you edit historic pays for employees who
should have been using the WHM tax scale, so that you can retrospectively assign them the
correct tax scale.
Note:
Before using this form, make sure to update the tax scales of all
WHM employees on the Pay Details (MP.PP.23.10) form. Only employees
whose tax scales are currently "WHM" will appear on this form. In the rare case that an
employee was on the WHM tax scale and moved off it between 1 January 2017 and 31 June
2017, you will need to change their tax scale to WHM, use this form to update the
historical pays where they were on the WHM scale, then change the tax scale back to their
current scale.
Form Toolbar
The form toolbar includes form-specific buttons, listed below.
| Element | Description |
|---|---|
| Save | For each employee, updates all pays whose Physical Pay Dates fall between the
start and end dates. This does not affect any of the amounts in these pays - no
values are re-calculated. The only change is that employees' tax scales are update
to WHM. Note: This operation cannot be undone - make sure that the dates you have
entered are correct. |
Main Table
The main table lists all employees who are currently assigned the WHM tax scale.
| Element | Description |
|---|---|
| Employee ID | The employee's unique ID number |
| Employee Start Date | The date when the employee began employment with this company. |
| Date to apply WHM tax status from | The date when the employee began using the WHM tax scale. This will be when they first qualified for the WHM status, and cannot be earlier than 1 January 2017 |
| To Date | The date when the employee stopped using the WHM tax scale. For employees who are still using the tax scale, this should be set to today's date. |