9.8.2 Employee Tax Maintenance (09159m)

As this application contains a User's tax file number and personal data, you should limit the number of people who can access it.

This program is also accessible as a tab in RPC Payroll [2.4.34.26]

This tab obtains all information required to electronically submit the employee declaration and Medicare variation forms.

For the rules of data entry for this application, please refer to the Australian Tax Office issued documentation.

1. RPC
2. Tax File Number (TFN)
3. TFN Exemption Claim 511 - linked to definitions on Tax Schedule
4. Title - linked to definitions on Tax Schedule
5. Previous Family name
6. Date of Birth
7. Australian Resident? - Y/N
8. Claim tax free threshold? - Y/N
9. Claim Senior Aust. Tax Offset? - Y/N
10. Claim Zone , O/S forces, dependent spouse? - Y/N
11. HELP Debt? - Y/N
12.  Accumulated Financial Supplement(FS) Debt? - Y/N
13. Receives Annual Leave Loading? - Y/N
14. Claim Medicare Variation? - Y/N
    If YES, the employee will need to complete the Medicare Variation form to enable completion of Questions 20-30.
15. Tax Pay Sequences
    While Muli defaults a Tax Scale based on the above questions, it is the responsibility of the pay person to ensure the correct tax rates are applied.
    Note: If you are not using Australian Tax calculation, then you will need to manually determine the correct tax scale.
    
    S010    Deduct Tax @ 10%AUS
    S015    Deduct Tax @ 15%AUS
    S020    Deduct Tax @ 20%AUS
    S025    Deduct Tax @ 25%AUS
    S030    Deduct Tax @ 30%AUS
    S035    Deduct Tax @ 35%AUS
    S040    Deduct Tax @ 40%AUS
    S045    Deduct Tax @ 45%AUS
    S050    Deduct Tax @ 50%AUS
    S055    Deduct Tax @ 55%AUS
    S060    Deduct Tax @ 60%AUS
    S065    Deduct Tax @ 65%AUS
    S070    Deduct Tax @ 70%AUS
    S099    Deduct Tax @ 99%AUS
    S101    Deduct Tax Scale 1 AUS
    S102    Deduct Tax Scale 2 AUS
    S103    Deduct Tax Scale 3 AUS
    S104    Deduct Tax Scale 4 AUS - Resid
    S105    Deduct Tax Scale 4 AUS - Non Res
    S106    Deduct Tax Scale 5 AUS
    S107    Deduct Tax Scale 6 AUS
    S108    Deduct Tax Scale 7 AUS
    S111    Deduct Tax 1 +HELP, SF AUS
    S112    Deduct Tax 2 +HELP, SF AUS
    S113    Deduct Tax 3 +HELP, SF AUS
    S115    Deduct Tax 5 +HELP, SF AUS
    S116    Deduct Tax 6 +HELP, SF AUS
    S117    Deduct Tax 7 +HELP, SF AUS
    S201    Deduct Tax Scale NZ
    S301    Deduct Tax Scale HK
    S401    Deduct Tax Scale UK
    S801    Tax YTD Adjustment AUS
    S901    Tax Adjustment AUS
    S902    Tax Adjustment NZ
    S903    Tax Adjustment HK
    S904    Tax Adjustment UK
16. Annual Tax Offset Amount - The value entered in field 16 Annual tax offset amount is divided by the pay duration as part of the year to get the value deducted from gross before employee tax is calculated.  USE WITH CAUTION
    
    Employment type Code 505 (Q14) is also included and home address from Employee Master is also used in the SBR return.
    Items included into Tax Office Advice
    Home Address
    How paid (code 505 Employment Type) 
17. PAYG Summary Type (512)
    This determines the correct grouping for issuing the year end PAYG Payment Summary. Most employees are Type I = Individual Non-Business  L = Labour Hire  P = Personal Services Attributed  V = Holiday Agreement
18. Apply Tax Averaging? - Y/N   Tax averaging is awaiting Tax Office approval

Questions 19-25 are required for a Medicare recovery and in Version N2, we will develop a process to calculate the annual offset amount.

19. Increase Medicare Ievy by 1%? - Y/N
20. Qualify for Full Medicare exemption? - Y/N
21. Qualify for Half Medicare exemption? - Y/N
22. Claim a Medicare Ievy reduction? - Y/N
23. Do you have a Spouse - Y/N
24. Is your combined income under the cutoff limit - Y/N
25. Number of Dependent children?
    

The declarations at the bottom relate to SBR processing and will be activated when the Tax Office provide the facility.