Tax Config Tab

Tax File Number

Enter the employee's tax file number (TFN).

When entering tax file numbers for employees, ensure the numbers are entered as a string with no separating characters such as spaces, dashes, slashes and the like.

You can enter these numbers if the employee meets the criteria:

• 000000000 - No TFN for the payee, the payee chooses not to give a TFN, or fails to provide one within 28 days.
• 111111111 - A TFN is applied for, the employee commenced work in mid- to late June, and payment summaries needed to be issued.
• 333333333 - The employee is under 18 and earns $350 a week or less, $700 a fortnight or less, $1,517 a month or less.
• 444444444 - The employee is a pensioner.
• 987654321 - The TFN has alpha characters.

Note: The Tax File Number field is mandatory when you select the option Include in the next submission to the ATO on this form, or when the company reports payroll using Single Touch Payroll.

Payroll Tax Trans Type

This field defines the rate of payroll tax for this employee. Enter or select the payroll tax transaction type to use with the employee.

SGC Min/Max Check

Enter an SGC Employer Cost transaction type for this employee. This field checks for the minimum and maximum SGC thresholds used in the automatic reconciliation of SGC amounts.

Greentree Desktop checks for the minimum and maximum SGC (Superannuation Guarantee Charge) thresholds used in the automatic reconciliation of SGC amounts. When creating payments, Greentree Desktop checks these values and amends the pay. A warning displays when any pay is amended when payments are created.

SGC Custom Threshold

Select a SGC Custom Threshold from the dropdown list box. The default is No custom threshold, which uses the SGC threshold specified on the Super subtab on the Payroll tab on the HR Module Control form.

If you select a custom SGC threshold, Greentree Desktop uses the custom SGC thresholds specified on the SGC Custom Threshold Maintenance form.

Normal Gross Earnings

You can set this option to Module Control Default, or select to either of:

• Average for year - Defaults the normal gross earnings from the average of all paid pays for the last financial year for the employee.
• Last Pay - Defaults the normal gross earnings from the last non future dated paid pay for the employee.

Employment Details

Employment Basis

Select one of these options:

• Full Time
• Part Time
• Casual
• Labour Hire
• Voluntary Agreement
• Death Beneficiary
• Non-Employee

The default is Full Time.

Income Type

Select one of these options:

• Salary and Wages
• Closely held payees
• Do Not Submit
• Inbound Assignees to Australia
• Working Holiday Makers
• Seasonal Workers Program
• Foreign Employement Income
• Joint Petroleum Development Area
• Voluntary Agreement
• Labour Hire
• Other Specified Payments

The default is Salary and Wages.

Country

If you select Inbound Assignees to Australia, Working Holiday Makers or Foreign Employment Income for the Income Type field, select a country for this field.

Total Tax Offset Amount

Enter the amount by which the employee can reduce the tax they must pay.

Category

Depending on what you select for the Income Type field, different options are available:

• Actors
• ATO-Defined
• Foreign Resident
• Horticulturalists and Shearers
• No TFN
• Regular
• Seniors and Pensioners

Option

Depending what you select for the Income Type and Category fields, different options are available for the Option field:

• Australian Resident
• Commissioner's Instalment Rate
• Daily Casuals
• Daily Performances
• Death Beneficiaries
• Downwards Variation
• Foreign Resident
• Foreign resident no TFN
• Illness separated
• Member of a couple
• No Commissioner's Instalment Rate
• No Tax-Free Threshold
• Non-Employee
• Promotional Actors
• Registered payer
• Seasonal Worker Programme
• Single
• Tax-Free Threshold
• Unregistered payer

Study Training Support Loan

Depending on what you select for the Category and Option fields, these options are available:

• Not Applicable
• Applicable

Medicare Levy Exemption

Depending on what you select for the Category and Option fields, these options are available:

• Full
• Half
• Not Applicable

 

 

• Working Holiday Makers
• HR Module Control
• Super Tab (Australia Only)
• Create TFN Declaration File