Tax

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The Tax form contains all the taxation lines applicable to the employee.

Data -Trans Type

Select the tax transaction type code that is to be entered against the pay header. The transaction type description defaults when the code is selected.

Data -Trans Type description

Select the tax transaction type description that is to be entered against the pay header. The transaction type code defaults when the description is selected.

Data - Rate

Enter or accept the rate for the tax line maintained.

Data - Manual

Select this option to change the amount that is calculated when Greentree uses the rate to calculate the amount. This is only enabled when the transaction type is marked as changeable and has a calculation method of percentage or scale.

Data - Amount

Enter or accept the amount for the tax line maintained.

Data - External Reference

Enter any text required as a reference for the tax line maintained.

Tax Details (UK Only)

Tax Code

This is a read-only field that displays the tax code on the pay. If the tax code on the employee changes and the pay is not yet paid, Greentree will prompt to ask if this should be updated from the employee record.

Week 1/Month 1

This is a read-only field that displays the W1M1 setting on the pay. If the W1M1 setting on the employee changes and the pay is not yet paid, Greentree will prompt to ask if this should be updated from the employee record.

Week/Month

This is a read-only field that displays the week or month of the pay being maintained.

NI Category

The NI Category is taken from the employee record, but can be changed on the pay.

Director

The director flag is taken from the employee record, but you can change it on the pay.

Annual calc

The annual calculation is taken from the employee record, but you can change it on the pay. Also this will be set as an annual calculation on the last pay for the employee for the financial year.

GL Account - Account

Enter or accept the general ledger account code for the tax line maintained. The general ledger account code maintained within this field may control where the tax is expensed within the Greentree general ledger. Note this is one of the fields used to define where the employee's pay will be costed.

GL Account - Subcode

Enter or accept the GL subcode for the tax line maintained. The general ledger account code that defaults may control where the tax is expensed within the Greentree general ledger. Note this is one of the fields used to define where the employee's pay will be costed.

GL Account - Short Code

Enter or accept the GL short code for the tax line maintained. The GL account code that defaults may control where the tax is expensed within the Greentree general ledger. Note this is one of the fields used to define where the employee's pay will be costed.

GL Account - Description

Enter or accept the GL Account description for the tax line maintained. The general ledger account code that defaults may control where the tax is expensed within the Greentree general ledger. This is one of the fields used to define where the employee's pay will be costed.

Narration

Enter text to the tax line maintained.

Add Line

Click this button to add a tax line.

Tax Table Fields

You can optionally maintain any or all of this information against each tax line:

• TRANSACTION TYPE - Enter or select the type of transaction that the tax line to be maintained should be.
• AUTHORITY - Enter, select or accept the Authority Code applicable for this pay packet line.
• RATE - The rate to the defined tax transaction type that defaults for the tax line maintained.
• MANUAL - Select this option to change the amount that is calculated when Greentree uses the rate to calculate the amount. This is only enabled when the transaction type is marked as changeable and has a calculation method of percentage or scale.
• AMOUNT - This is a read-only field that displays the calculated tax amount for the tax line maintained.
• REFERENCE - Enter text as a descriptive reference for the tax line maintained.
• ACCOUNT - Enter or select the general ledger account number to the tax line maintained.
• DESCRIPTION - The description to the Account selected defaults.
• SUBCODE - Enter or select the subcode or activity to the tax line maintained.
• NARRATION - Enter text as a descriptive narration against the tax line maintained.

• Accounting in Payroll

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