Tax Tab

This tab contains all the taxation lines applicable to the employee.

Data - Trans Type

Select the tax transaction type code to enter with the pay header. The transaction type description defaults when the code is selected.

Data - Trans Type description

Select the tax transaction type description to enter with the pay header. The transaction type code defaults when the description is selected.

Data - Rate

Enter or accept the rate for the tax line.

Data - Manual

Select this option to change the amount that is calculated when Greentree Desktop 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.

Data - External Reference

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

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 Desktop asks whether or not this should update 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 Desktop asks whether or not this should update from the employee record.

Week/Month

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

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. You can change it on the pay.

Annual calc

The annual calculation is taken from the employee record. You can change it on the pay. Also this is 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. The general ledger account code in this field may control if the tax is expensed in the general ledger.

GL Account - Subcode

Enter or accept the GL subcode for the tax line. The general ledger account code that defaults may change if the tax is expensed in the general ledger.

GL Account - Short Code

Enter or accept the GL short code for the tax line. The GL account code that defaults may control if the tax is expensed in the general ledger.

GL Account - Description

Enter or accept the GL account description for the tax line. The general ledger account code that defaults may change if the tax is expensed in the general ledger.

Narration

Enter text to the tax line.

Add Line

Click this button to add a tax line.

Tax Table Fields

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

• TRANSACTION TYPE - Enter or select the type of transaction that the tax line 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.
• MANUAL - Select this option to change the amount that is calculated when Greentree Desktop 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.
• REFERENCE - Enter text as a descriptive reference for the tax line.
• ACCOUNT - Enter or select the general ledger account number to the tax line.
• DESCRIPTION - The description to the Account selected defaults.
• SUBCODE - Enter or select the subcode or activity to the tax line.
• NARRATION - Enter text as a descriptive narration with the tax line.

• Accounting in Payroll