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Schedule 5 – Tax table for back payments, commissions, bonuses and similar payments
e-PayDay® Legacy Explained » Tax Menu » Australian Taxation Schedules in e-PayDay® Legacy » Schedule 5 – Tax table for back payments, commissions, bonuses and similar payments
*To learn more about Schedule 5, please access Schedule 5 – Tax table for back payments, commissions, bonuses and similar payments Schedule 5 – Tax table for back payments, commissions, bonuses and similar payments Schedule 5 was introduced in October 2016 as a…
Taxation changes to Employment Termination Payments
e-PayDay® Legacy Explained » Pay Day Menu » Cessation / Termination Pay Run Changes » Taxation changes to Employment Termination Payments
What do I have to do? Any Pay Rates that use the outdated Tax Treatments below MUST be updated by following How do I update my Pay Rates Tax Treatment? as you will be unable to post (finalize) any pay runs until this procedure is completed. What changes have…
Super Payments
e-PayDay® Legacy Explained » Employees Menu » Employees Overview » Super Payments
*For set up instructions and commonly asked questions, see our Knowledge Base (Known Issues and Frequently Asked Questions) Each time a Superannuation Contribution is recorded (Pay Super in Super Manager), the Employee record will also be updated. Delete: Delete…
Employee ETP Payments
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Employee ETP Payments
Preview an example of the Employee ETP Payments Report here The Employee ETP Payments Report details Employee Full Name Date of ETP Payment Date Employee Hired Employee Termination Date Taxable Component Pre July 1983 Segment Invalidity Segment ETP Rollover…
Parental Leave Payments
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Parental Leave Payments
Preview an example of the Parental Leave Payments Report here The Parental Leave Payments Report details Employee Code Pay Location Employee Name Pay Run Posting Date QTY (hours) Amount Paid Employee Sub Totals Grand Totals The Parental Leave Payments…
Deduction Payments Summary
e-PayDay® Legacy Explained » Employees Menu » Employees Overview » Deduction Payments Summary
*For set up instructions and commonly asked questions, see our Knowledge Base (Known Issues and Frequently Asked Questions) Each time a Deduction Contribution is recorded (Pay Deduction in Deduction Payees), the Employee record will also be updated. Edit: Edit…
Redundancy And Early Retirement Payments
e-PayDay® Legacy Explained » Pay Types Menu » System Default Pay Types » Cessation / Termination Pay Rates » Redundancy And Early Retirement Payments
Redundancy And Early Retirement Payments Redundancy And Early Retirement Payments is used as part of a Cessation (Termination) Pay Run, where an employee is being ‘paid out’ as part of a Genuine redundancy or early retirement scheme. Any payments made…
Schedule 5 (Back Pay, Commission, Bonus) Pay Rates
e-PayDay® Legacy Explained » Pay Types Menu » System Default Pay Types » Schedule 5 (Back Pay, Commission, Bonus) Pay Rates
Back Pay, Commission, Bonus (A) Method A: Used for any additional payments made regardless of the financial year the additional payment applies to. This includes all back payments, commissions, bonuses or similar payments. Back Pay, Commission, Bonus (B…
Add a Back Payment, Bonus, Commission or Similar Payment (Schedule 5) Pay Rate
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » Add a Back Payment, Bonus, Commission or Similar Payment (Schedule 5) Pay Rate
!Refer to the ATO’s documentation here for further guidance. Add a Schedule 5, Method A Pay Rate Method A: Used for any additional payments made regardless of the financial year the additional payment applies to. This includes all back payments,…
Taxation
e-PayDay® Legacy Explained » File Menu » Government » Taxation
Taxation General Financial Year Ending 30/06/20xx: The financial year which is applicable to your pays. This is automatically changed to the next financial year when processing the End-Of-Year procedures. Electronic Transfer Option: STP (Superchoice), *STP…
Display QTY for Leave Payments for Salaried Employees
New Features, Known Issues and Frequently Asked Questions » Company / Companies » Display QTY for Leave Payments for Salaried Employees
Click File > Edit then Preferences or Click File > Company > Company Preferences Navigate to PAY SLIP PRINT OPTIONS. Select Show QTY for Leave Payments for Salaried Employees. Click Save then Exit
Centrelink – Employee Payments
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Centrelink – Employee Payments
Report Name: Centrelink – Employee Payments Example: Preview an example of the Centrelink – Employee Payments Report here Use: The Centrelink – Employee Payments Report is designed to print all payments made to the Employee for reporting to…
Employee Super Payments Summary
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Employee Super Payments Summary
Preview an example of the Employee Super Payments Summary Report here The Employee Super Payments Summary Report details Employee Name Employee Code Payment Date Period Ending Date Fund Name Total Amount Paid SG component of the Total Salary Sacrifice…
Employee ETP Payments (Pre 2013)
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Employee ETP Payments (Pre 2013)
Preview an example of the Employee ETP Payments (Pre 2013) Report here The Employee ETP Payments (Pre 2013) Report details Employee Full Name Date of ETP Payment Date Employee Hired Employee Termination Date Taxable Component Pre July 1983 Segment Invalidity…
Employee Super Payments Summary (No Details)
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Employee Super Payments Summary (No Details)
Preview an example of the Employee Super Payments Summary (No Details) Report here The Employee Super Payments Summary (No Details) Report details Employee Name Employee Code Payment Date Period Ending Date Fund Name Total Amount Paid SG component of the…
Update an Employees Special Tax Table
New Features, Known Issues and Frequently Asked Questions » Employees » Update an Employees Special Tax Table
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Taxation. Navigate to Special Tax Table and click the drop-down menu to select from the following…
Tax
e-PayDay® Legacy Explained » Employees Menu » Employees Overview » Tax
*For set up instructions and commonly asked questions, see our Knowledge Base (Known Issues and Frequently Asked Questions) Australian Taxation Office TAX Type PAYG Voluntary Agreement PAYG Labour Hire & Other Specified Payments Personal Services…
Enter existing Taxation Balances
New Features, Known Issues and Frequently Asked Questions » Employees » Enter existing Taxation Balances
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Taxation. Click Balances. Click Edit. Enter the opening taxation balance into the appropriate fields. Employee…
Payroll Tax
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Payroll Tax
Preview an example of the Payroll Tax Report here The Payroll Tax Report details Payroll Tax State Month Total Gross Total Payroll Tax Gross Total Payroll Tax Super Payroll Tax Percentage Payroll Tax Liability Estimate The Payroll Tax Report allows you to…
Tax Menu
e-PayDay® Legacy Explained » Tax Menu
Tax STP: Single Touch Payroll Reporting Options Submit Update: An STP Update Event is used to update the ATO of changes that do not affect W1 (Gross Wages) and W2 (Tax). This file is also used when first reporting with STP, to advise the ATO of payments…
Tax Scale 5 (FULL exemption from Medicare Levy)
e-PayDay® Legacy Explained » Tax Menu » Tax Scale 5 (FULL exemption from Medicare Levy)
!The displayed thresholds are based on Employee’s who are paid Weekly. If your Employee’s are paid Fortnightly, please multiply the thresholds by 2. If your Employee’s are paid Fortnightly, please multiply the thresholds by 4.333. …
Print the Pay Rates Report to display WorkCover Payments
New Features, Known Issues and Frequently Asked Questions » Reporting » Print the Pay Rates Report to display WorkCover Payments
!The option to select WorkCover as a specific Item or Centre will only be available if you have followed How do I add a WorkCover Pay Rate? here Click Reports > Print Reports or Click Reports from the Side Bar. Select the Pay Rates Report. Navigate to Report…
Print the Deductions Report to display Child Support Payments
New Features, Known Issues and Frequently Asked Questions » Reporting » Print the Deductions Report to display Child Support Payments
!You also have the option to set Child Support as a Variable Deductions which can be included and disbursed as part of your FAST-Bank™* File. !The option to select Child Support as a specific Item or Centre will only be available if you have followed How do I add a…
Delete the Employees incorrect Superannuation Payment from Super Payments
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » I accidently marked one or more Super Funds as Paid too early. » Delete the Employees incorrect Superannuation Payment from Super Payments
Select Employees > Edit Employees or Select Employees from the Side Bar. Select the employee to edit (Select once to highlight). Select Edit. Select Superannuation. Select Super Payments. Select the Contribution Period you wish to delete. Click…
Print the Pay Rates Report to display FDVL Payments
e-PayDay Legacy Payroll Manual » Latest Payroll News Reminder » Family and Domestic Violence Leave » Print the Pay Rates Report to display FDVL Payments
!The option to select FDVL as a specific Item or Centre will only be available if you have followed Add a Family and Domestic Violence Leave Pay Rate Click Reports > Print Reports or Click Reports from the Side Bar. Select the Pay Rates Report. Navigate to Report…
Back up Company data for an Accountant
e-PayDay® Legacy Explained » Utilities Menu » Back up Company data for an Accountant
Click Utilities > Backup Data for Accountant. Choose the location to create the Backup to (e.g. USB STICK or EXTERNAL HARD DRIVE). Click Save.
Back up Company Data for a Client
e-PayDay® Legacy Explained » Utilities Menu » Back up Company Data for a Client
Click Utilities > Backup Data for Client. Choose the location to create the Backup to (e.g. USB STICK or EXTERNAL HARD DRIVE). Click Save. Once the backup has completed, click Exit.
Edit Employees YTD Taxation Balances
New Features, Known Issues and Frequently Asked Questions » Employees » Edit Employees YTD Taxation Balances
e-PayDay Pty Ltd accepts no responsibility or liability for changes made by you to the Employee’s Year to Date Balances. By changing these Totals you acknowledge that you accept full responsibility for any outcomes as a result of these changes. Click Employees >…
View Employees YTD Taxation Balances
New Features, Known Issues and Frequently Asked Questions » Employees » View Employees YTD Taxation Balances
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Taxation. Click Balances.
Add a Schedule 5, Method A Pay Rate
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » Add a Back Payment, Bonus, Commission or Similar Payment (Schedule 5) Pay Rate » Add a Schedule 5, Method A Pay Rate
THE INSTRUCTIONS BELOW ARE AN EXAMPLE ONLY AND ARE NOT A SUBSTITUTE FOR OBTAINING ADVICE. WE RECOMMEND TO CONTACT YOUR TAX PROFESSIONAL BEFORE SETTING UP ANY PAY RATES, ALLOWANCES OR DEDUCTIONS. Click Pay Types > New Pay Rate or Click Pay Types from the Side…
Superannuation (Before and After Tax) Deductions
e-PayDay® Legacy Explained » Pay Types Menu » Superannuation (Before and After Tax) Deductions
Concessional (Before Tax) Super Non-Concessional (After Tax) Super
Add a Foreign Resident for Tax Purposes
New Features, Known Issues and Frequently Asked Questions » Employees » Add a Foreign Resident for Tax Purposes
!A Foreign Resident Employee is an Employee who has selected that they are A foreign resident for tax purposes on their Tax File Number Declaration. Due to their Employment status, they cannot be reported under Single Touch Payroll and therefore will be…
Enter YTD Taxation Information that is required for STP Reporting
e-PayDay Legacy Payroll Manual » Getting Started with e-PayDay® Legacy » Getting Started part way through the Financial Year (already STP Reporting) » Enter YTD Taxation Information that is required for STP Reporting
*Despite the page title, only TAXATION and SUPERANNUATION Balances are STP Reported. Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Superannuation. Update the…
Back up ALL Companies data and archives
e-PayDay® Legacy Explained » Utilities Menu » Back up ALL Companies data and archives
Click Utilities > Backup ALL Companies data and archives. Choose the location to create the Backup to (e.g. USB STICK or EXTERNAL HARD DRIVE). Click Save. Once the backup has completed, click Exit.
Payroll Tax (BETA)
e-PayDay® Legacy Explained » Payroll Tax (BETA)
!Payroll Tax (BETA) was introduced in Version 16.20 and is still in BETA as we have received limited feedback about this functionality. This change is not retrospective, therefore any previous pay runs posted prior to setting up Payroll Tax will not report on the…
Add a Schedule 5, Method B (i) Pay Rate
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » Add a Back Payment, Bonus, Commission or Similar Payment (Schedule 5) Pay Rate » Add a Schedule 5, Method B (i) Pay Rate
THE INSTRUCTIONS BELOW ARE AN EXAMPLE ONLY AND ARE NOT A SUBSTITUTE FOR OBTAINING ADVICE. WE RECOMMEND TO CONTACT YOUR TAX PROFESSIONAL BEFORE SETTING UP ANY PAY RATES, ALLOWANCES OR DEDUCTIONS. Click Pay Types > New Pay Rate or Click Pay Types from the Side…
Add a Schedule 5, Method B (ii) Pay Rate
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » Add a Back Payment, Bonus, Commission or Similar Payment (Schedule 5) Pay Rate » Add a Schedule 5, Method B (ii) Pay Rate
THE INSTRUCTIONS BELOW ARE AN EXAMPLE ONLY AND ARE NOT A SUBSTITUTE FOR OBTAINING ADVICE. WE RECOMMEND TO CONTACT YOUR TAX PROFESSIONAL BEFORE SETTING UP ANY PAY RATES, ALLOWANCES OR DEDUCTIONS. Click Pay Types > New Pay Rate or Click Pay Types from the Side…
Recommended Reports before rolling back (restoring a back up)
New Features, Known Issues and Frequently Asked Questions » Reporting » Recommended Reports before rolling back (restoring a back up)
The list of reports will depend on the information required to re-enter back into the software. For example, is it just the pay run information needing to be re-entered or Super payments? Generally, we recommend e-Cost™ Cost Centre Report e-Time™ Adjusted and…
Enter an Additional Tax $ or % for an Employee
New Features, Known Issues and Frequently Asked Questions » Employees » Enter an Additional Tax $ or % for an Employee
*From Version 19.50, this field will also enable you to enter a set % amount to add to the calculated tax in each pay period. Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click…
Tax Scale 4 (Tax File Number NOT Provided)
e-PayDay® Legacy Explained » Tax Menu » Tax Scale 4 (Tax File Number NOT Provided)
Print the Pay Rates Reports to display Director’s Fees Payments
New Features, Known Issues and Frequently Asked Questions » Reporting » Print the Pay Rates Reports to display Director’s Fees Payments
!The option to select Director’s Fees as a specific Item or Centre will only be available if you have followed How do I add a Director’s Fees Pay Rate? here Click Reports > Print Reports or Click Reports from the Side Bar. Select the Pay Rates…
Update all past Cost Centre payments to a new Primary Cost Centre
e-PayDay® Legacy Explained » File Menu » Cost Centres (e-Cost™) » Update all past Cost Centre payments to a new Primary Cost Centre
If your Company is not already open, Open your Company Once your Company is open; Click File > Cost Centres (e-Cost™). Select the Cost Centre you wish to update*. Click Edit. Choose an existing Primary Cost Centre from the drop-down menu OR add a new Primary…
Sole Trader / Contractor and Recipient Created Tax Invoice
e-PayDay Legacy Payroll Manual » Getting Started with e-PayDay® Legacy » Getting Started part way through the Financial Year (already STP Reporting) » Add a new Employee » Add a Sole Trader / Contractor » Sole Trader / Contractor and Recipient Created Tax Invoice
Add Pay Rates if required, read here. Add a new Sole Trader / Contractor using the Employee Wizard, read here Begin processing Pay Runs Generate and provide a Recipient Created Tax Invoice
Set your Pay Types to report for Payroll Tax
e-PayDay® Legacy Explained » Payroll Tax (BETA) » Set your Pay Types to report for Payroll Tax
Click Pay Types > Edit Pay Rate, Edit Allowance or Edit Deduction or Click Pay Types from the Side Bar Select the Pay Rate, Allowance or Deduction to edit (click once to highlight). Click Edit. Select Payroll Tax. Click Save then Exit.
Set up a Holding Account for Gross PAYG (Tax)
e-PayDay Legacy Payroll Manual » Getting Started with e-PayDay® Legacy » Set up the ability to pay Employees using FAST-Bank™ » Set up a Holding Account for Gross PAYG (Tax)
What is a Holding Account for Gross PAYG and Superannuation (SG)? A Holding Account is a bank account you have established specifically to transfer your Gross PAYG and Superannuation (SG) contributions as part of your FAST-Bank™ (.aba) file. This may be a…
Withholding Tax – Monthly
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Withholding Tax – Monthly
Preview an example of the Withholding Tax – Monthly Report here The Withholding Tax – Monthly Report details Month Total Gross Wages No ABN Gross Total W1 Gross Total W2 Tax Withheld W4 Tax Withheld Tax Business Activity Statement Totals The…
Withholding Tax – Quarterly
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Withholding Tax – Quarterly
Preview an example of the Withholding Tax – Quarterly Report here The Withholding Tax – Quarterly Report details Quarter Total Gross Wages No ABN Gross Total W1 Gross Total W2 Tax Withheld W4 Tax Withheld Tax Business Activity Statement…
Recipient Created Tax Invoice
e-PayDay® Legacy Explained » Pay Day Menu » Pay Day Overview » Pay Day Reports Overview » Recipient Created Tax Invoice
Report Name: Recipient Created Tax Invoice Example: Preview an example of the Recipient Created Tax Invoice Report here Use: Designed for Contractors, where the Employer generates the Tax Invoice on behalf of the Employee. Details: Services Provided by…
Concessional (Before Tax) Super
e-PayDay® Legacy Explained » Pay Types Menu » Superannuation (Before and After Tax) Deductions » Concessional (Before Tax) Super
Concessional (Before Tax) Super Concessional (Before Tax) Super are payments that are deducted from the employees’ gross salary or wages and paid directly to their Superannuation Fund. As these payments are deducted before tax is calculated, they will be…
Exemption Tax File Numbers
New Features, Known Issues and Frequently Asked Questions » Employees » Exemption Tax File Numbers
!An Exemption Tax File Number is required when adding a new employee if they have not provided you with their actual TFN. *For further information please view the ATO’s documentation here 000-000-000 The Payee has not completed a Tax File Number Declaration…
Back Pay, Commission, Bonus (A)
e-PayDay® Legacy Explained » Pay Types Menu » System Default Pay Types » Schedule 5 (Back Pay, Commission, Bonus) Pay Rates » Back Pay, Commission, Bonus (A)
Back Pay, Commission, Bonus (A) Back Pay, Commission, Bonus (A) can be used for any additional payments made regardless of the financial year the additional payment applies to, and includes all back payments, commissions, bonuses or similar payments. Learn more…
Australian Taxation Schedules in e-PayDay® Legacy
e-PayDay® Legacy Explained » Tax Menu » Australian Taxation Schedules in e-PayDay® Legacy
Schedule 1 – Statement of formulas for calculating amounts to be withheld Schedule 2 – Tax table for individuals employed in the horticultural or shearing industry Schedule 4 – Tax table for return to work payments Schedule 5 – Tax table for back payments,…
Manually adjust Employees Year To Date Taxation Balances
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Post / Finalise / Complete your Pay Run » YTD Balances INCORRECT » The Employees Transactions do not match the Employees Year To Date Taxation Balances » Manually adjust Employees Year To Date Taxation Balances
e-PayDay Pty Ltd accepts no responsibility or liability for changes made by you to the Employee’s Year to Date Balances. By changing these Totals you acknowledge that you accept full responsibility for any outcomes as a result of these changes. Click Employees >…
Tax Scale 2 (Australian Resident claiming the Tax Free Threshold)
e-PayDay® Legacy Explained » Tax Menu » Tax Scale 2 (Australian Resident claiming the Tax Free Threshold)
!The displayed thresholds are based on Employee’s who are paid Weekly. If your Employee’s are paid Fortnightly, please multiply the thresholds by 2. If your Employee’s are paid Fortnightly, please multiply the thresholds by 4.333. …
STP Reporting an incorrect Tax File Number for an Employee
Single Touch Payroll (STP) reporting explained. » STP Reporting an incorrect Tax File Number for an Employee
!Please Request Assistance from e-PayDay Support before completing the below procedure. Read here to open the Company you require. Read here to back up your current Company data, as this will be restored in a later step. Read here to manually reduce the YTD…
Add a Schedule 5, Method B (ii) Lump Sum E Pay Rate
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » Add a Back Payment, Bonus, Commission or Similar Payment (Schedule 5) Pay Rate » Add a Schedule 5, Method B (ii) Lump Sum E Pay Rate
Click Pay Types > New Pay Rate or In Description, enter Back Pay. In Paid by, select Per Hour or Per Lump Sum In Amount, enter either 100% or the applicable rate required. In Tax Treatment, select Back Payment for a Prior Financial Year, Over $1200 (Schedule 5…
e-Leave™ Schedule
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » e-Leave™ Schedule
Preview an example of the e-Leave™ Schedule Report here The e-Leave™ Schedule Report details Leave Details Total Hours (hh:mm) Total Days End Date Start Date Employee Name Employee Code The e-Leave™ Schedule Report allows you to select from the…
Tax Scale 1 (Australian Resident, Tax Free Threshold is NOT claimed)
e-PayDay® Legacy Explained » Tax Menu » Tax Scale 1 (Australian Resident, Tax Free Threshold is NOT claimed)
!The displayed thresholds are based on Employee’s who are paid Weekly. If your Employee’s are paid Fortnightly, please multiply the thresholds by 2. If your Employee’s are paid Fortnightly, please multiply the thresholds by 4.333.…
Add a Back Pay Pay Rate
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » Add a Back Payment, Bonus, Commission or Similar Payment (Schedule 5) Pay Rate » Add a Back Pay Pay Rate
Click Pay Types > New Pay Rate or In Description, enter Back Pay. In Paid by, select Per Hour or Per Lump Sum In Amount, enter either 100% or the applicable rate required. In Tax Treatment, select from the following options Back Payment, Commission, Bonus or…
Back Pay, Commission, Bonus (B (ii))
e-PayDay® Legacy Explained » Pay Types Menu » System Default Pay Types » Schedule 5 (Back Pay, Commission, Bonus) Pay Rates » Back Pay, Commission, Bonus (B (ii))
Back Pay, Commission, Bonus (B (ii)) Back Pay, Commission, Bonus (B (ii)) can be used for any back payments that relate to a prior financial year and any additional payments (including commissions, bonuses or similar payments) that don’t relate to a single pay…
Back Pay, Commission, Bonus (B (i))
e-PayDay® Legacy Explained » Pay Types Menu » System Default Pay Types » Schedule 5 (Back Pay, Commission, Bonus) Pay Rates » Back Pay, Commission, Bonus (B (i))
Back Pay, Commission, Bonus (B (i)) Back Pay, Commission, Bonus (B (i)) can be used for any back payments applied to specific periods in the current financial year. Learn more here… Generally speaking, Superannuation (OTE) and Accruals (Annual, Personal, Long…
Gross Pay & Total Tax
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Gross Pay & Total Tax
Preview an example of the Gross Pay & Total Tax Report here The Gross Pay & Total Tax Report details Month Gross Salary Sacrifice Tax Gross YTD Tax YTD Grand Totals The Gross Pay & Total Tax Report allows you to select from the following Report Selection…
Withholding Tax – Total/Weekly
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Withholding Tax – Total/Weekly
Preview an example of the Withholding Tax – Total/Weekly Report here The Withholding Tax – Total/Weekly Report details Pay Run Posting Date/s Total Gross Wages No ABN Gross Total W1 Gross Total W2 Tax Withheld W4 Tax Withheld Tax Business Activity…
Edit Employee Tax File Number
New Features, Known Issues and Frequently Asked Questions » Employees » Edit Employee Tax File Number
!As the Australian Taxation Office have removed 222-222-222 from their Unique TFN’ algorithm. Once Version 20.30 is installed, any active Employees who have this Tax File Number will be automatically updated to 000-000-000. You will be prompted during the pay run…
Payroll Tax Rates & Thresholds
e-PayDay® Legacy Explained » Tax Menu » Payroll Tax Rates & Thresholds
To access Payroll Tax Rates & Thresholds, Click Tax > Tax Scales > Payroll Tax. The Payroll Tax Rates & Thresholds have been implemented as per Payroll Tax Rates and Thresholds, however, this window also allows you to change the pre-set values by simply typing over…
Add a FLAT Tax Employee
e-PayDay Legacy Payroll Manual » Getting Started with e-PayDay® Legacy » Getting Started part way through the Financial Year (already STP Reporting) » Add a new Employee » Add a FLAT Tax Employee
!Before adding the Employee, we recommend 1. Review your Awards/Agreements to determine if a suitable Award/Agreement exists for this Payee. if not, Add a new Award/Agreement. 2. If the Payee has returned the Superannuation standard choice form (or another…
Add a FLAT Tax Employee
New Features, Known Issues and Frequently Asked Questions » Employees » Add an Employee (FIRST New Icon) » Add a FLAT Tax Employee
!Before adding the Employee, we recommend 1. Review your Awards/Agreements to determine if a suitable Award/Agreement exists for this Payee. if not, Add a new Award/Agreement. 2. If the Payee has returned the Superannuation standard choice form (or another…
Tax Scale 3 (Foreign Resident)
e-PayDay® Legacy Explained » Tax Menu » Tax Scale 3 (Foreign Resident)
!The displayed thresholds are based on Employee’s who are paid Weekly. If your Employee’s are paid Fortnightly, please multiply the thresholds by 2. If your Employee’s are paid Fortnightly, please multiply the thresholds by 4.333. …
Non-Concessional (After Tax) Super
e-PayDay® Legacy Explained » Pay Types Menu » Superannuation (Before and After Tax) Deductions » Non-Concessional (After Tax) Super
Non-Concessional (After Tax) Super Non-Concessional (After Tax) Super are payments that are deducted from the employees’ net salary or wages and paid directly to their Superannuation Fund. As these payments are deducted after tax is calculated, the…
Update an Employees TAX Type
New Features, Known Issues and Frequently Asked Questions » Employees » Update an Employees TAX Type
The ability to change an Employees TAX Type is only available if they have never been used in a Pay Run (Transactions recorded) or contain Year-To-Date Balances. Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit…
Add a Employee who is a foreign resident for tax purposes
New Features, Known Issues and Frequently Asked Questions » Employees » Add an Employee (FIRST New Icon) » Add a Employee who is a foreign resident for tax purposes
!A Foreign Resident Employee is an Employee who has selected that they are A foreign resident for tax purposes on their Tax File Number Declaration. Due to their Employment status, they cannot be reported under Single Touch Payroll and therefore will be…
Employee’s Tax contains cents
New Features, Known Issues and Frequently Asked Questions » Processing Payroll » Employee’s Tax contains cents
If your Employees Tax contains cents, it will be defined by; The Employees Primary Payment Method being set to Cash, The Companies Payment Method being set to Cash. The Companies Round Net Pays setting being set to either ROUND TO THE NEAREST LOWER WHOLE DOLLAR or…
Award Allocation by Employee
e-PayDay® Legacy Explained » Reports Menu » Reports Overview » Award Allocation by Employee
Report Name: Award Allocation by Employee Example: Preview an example of the Award Allocation by Employee Report here Use: The Award Allocation by Employee Report is designed to display the Employees details and the Award/Agreement they are linked…
Manually enter the Reportable Employer Superannuation Contribution YTD Taxation Balance
New Features, Known Issues and Frequently Asked Questions » Employees » Manually enter the Reportable Employer Superannuation Contribution YTD Taxation Balance
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Superannuation. Enter the total Reportable Employer Superannuation Contribution for this Financial Year into Total RESC…
Hide the Employees YTD Taxation Balances on the Pay Slip
New Features, Known Issues and Frequently Asked Questions » Company / Companies » Hide the Employees YTD Taxation Balances on the Pay Slip
If your Company is not already open, Open your Company Once your Company is open; Click File > Edit > Preferences or Click File > Company > Company Preferences Navigate to PAY SLIP PRINT OPTIONS. Deselect Show YTD Taxation Balances. Click Save then…
Process a Pay Run with both a Schedule 5 – Method A Pay Rate and Concessional Superannuation Contribution Deduction
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Process Pays by Individual Employee (including allocation of Hours to Cost Centres) » Process a Pay Run with both a Schedule 5 – Method A Pay Rate and Concessional Superannuation Contribution Deduction
!When processed in the same pay run, Concessional Superannuation Contributions will be deducted from any and all Schedule 5 – Method A payments before tax is calculated as confirmed by the ATO on 16th August 2018. When composing the Employees Pay, Click Line 2…
Restore Company Data from a back up
e-PayDay® Legacy Explained » Utilities Menu » Restore Company Data from a back up
!Any changes made AFTER the backup was created will be lost and require re-entry (e.g. a new employee was added AFTER the back up was created). Select Utilities > Restore Company Data from Backup. An alert will display: The Restore process will overwrite the…
Process a Pay Run with Back Pay
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Process Pays by Individual Employee (including allocation of Hours to Cost Centres) » Process a Pay Run with Back Pay
!e-PayDay® Payroll Support Personnel are not registered Taxation or BAS agents (members of the Tax Practitioners Board (TPB)) and therefore are unable to provide payroll advice. We can assist you in the use of the software in obtaining your desired outcome based on…
Back up your e-PayDay® Data
e-PayDay Legacy Payroll Manual » Getting Started with e-PayDay® Legacy » Getting Started part way through the Financial Year (already STP Reporting) » Back up your e-PayDay® Data
Click Utilities > Backup this Company Data. Choose the location to create the Backup to (e.g. USB STICK or EXTERNAL HARD DRIVE). Click Save. Once the backup has completed, click Exit.
Schedule Leave within an Employee
New Features, Known Issues and Frequently Asked Questions » Employees » Schedule Leave within an Employee
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Accruals. Click Click here fore e-Leave™ Extension Click New. Enter the Start Date, End Date, Type of Leave,…
Recipient Created Tax Invoice (Pay Slips)
e-PayDay® Legacy Explained » Pay Day Menu » Pay Day Overview » Pay Day Pay Slips Overview » Recipient Created Tax Invoice (Pay Slips)
The Recipient Created Tax Invoice Report in Pay Slips is identical to the Recipient Created Tax Invoice Report in Pay Day Reports, with exception to the following Report Selection Criteria; Pay Period This option is locked and unavailable for…
Set your Employees Payroll Tax State
e-PayDay® Legacy Explained » Payroll Tax (BETA) » Set your Employees Payroll Tax State
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Pay Run. Navigate to Payroll Tax State. Select the appropriate Payroll Tax State from the drop-down menu. Click Save…
Process a Pay Run with both a Schedule 5 – Method B (ii) Pay Rate and Concessional Superannuation Contribution Deduction
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Process Pays by Individual Employee (including allocation of Hours to Cost Centres) » Process a Pay Run with both a Schedule 5 – Method B (ii) Pay Rate and Concessional Superannuation Contribution Deduction
!When processed in the same pay run, Concessional Superannuation Contributions will be deducted from any and all Schedule 5 – Method B (ii) payments before tax is calculated as confirmed by the ATO on 16th August 2018. When composing the Employees Pay, Click…
Process Pays by Individual Employee with Annual Leave and Loading
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Process Pays by Individual Employee (including allocation of Hours to Cost Centres) » Process Pays by Individual Employee with Annual Leave and Loading
*Annual leave at half pay in some awards: The Commission has varied many awards to allow employees to take annual leave at half pay to manage the impact of coronavirus. A temporary new schedule inserted into these awards lets employees take twice as much annual leave…
Sort Employees by Employee Code
New Features, Known Issues and Frequently Asked Questions » Employees » Sort Employees by Employee Code
Click Employees > Edit Employees or Click Employees from the Side Bar. Navigate to Sort By…. Select Employee Code.
Sort Cost Centres by Abbreviation
e-PayDay® Legacy Explained » File Menu » Cost Centres (e-Cost™) » Sort Cost Centres by Abbreviation
I# Click File > Cost Centres (e-Cost™). Navigate to Sort by…. Select Abbreviation
Sort Cost Centres by Description
e-PayDay® Legacy Explained » File Menu » Cost Centres (e-Cost™) » Sort Cost Centres by Description
Click File > Cost Centres (e-Cost™). Navigate to Sort by…. Select Description
Sort Pay Types by Type
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » Sort Pay Types by Type
Click Pay Types > Edit Pay Rate or Click Pay Types from the Side Bar Navigate to Pay Type. Change Pay Type from Pay Rates to All. Navigate to Sort by…. Select Type
Print or Export the Withholding Tax Report
e-PayDay Legacy Payroll Manual » End of Month / Quarter / Financial Year Reporting » Print or Export the Withholding Tax Report
Click Reports > Withholding Tax Report (Total/Weekly) Navigate to Report Selection Criteria. Change Report Period as required.. Click Preview, Print or Export PDF.
Change the Employees Tax Free Threshold setting.
New Features, Known Issues and Frequently Asked Questions » Employees » Change the Employees Tax Free Threshold setting.
Select Employees > Edit Employees or Select Employees from the Side Bar. Select the employee to edit (click once to highlight). Select Edit. Select Taxation. Navigate to Tax Free Threshold and select or deselect based on the relevant declaration returned by the…
Add a Salary Sacrifice (Before Tax) Deduction
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » Add a Salary Sacrifice (Before Tax) Deduction
Click Pay Types > New Deduction or Click Pay Types from the Side Bar, Navigate to Pay Type, click on the drop-down menu and change to Deduction then click New. Enter the required name into Description. Select Deducted by Per Lump Sum Per Month Per Pay…
Enter Employee FBT (Fringe Benefit Tax) information
New Features, Known Issues and Frequently Asked Questions » Employees » Enter Employee FBT (Fringe Benefit Tax) information
!Regardless of whether the benefits provided are type 1 or type 2, only the lower gross-up rate is used for reporting on employees’ payment summaries. Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click…
Add a FBT (Fringe Benefit Tax) Deduction
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » Add a FBT (Fringe Benefit Tax) Deduction
Click Pay Types > New Deduction or Click Pay Types from the Side Bar, Navigate to Pay Type, click on the drop-down menu and change to Deduction then click New. In Description, enter your own Description. In Deducted by, select either Per Lump Sum or Per Pay…
Process Pays by Individual Employee with Personal (Sick and Carers) Leave
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Process Pays by Individual Employee (including allocation of Hours to Cost Centres) » Process Pays by Individual Employee with Personal (Sick and Carers) Leave
When composing the Employees Pay, adjust the Award Rate QTY by deducting the Personal Leave hours. Click Line 2. Select Personal Leave. Enter the Personal Leave QTY. Enter the Start Date and End Date of the Leave Period. Click OK. Why am I being…
Change the Tax Treatment assigned to an Allowance/s and/or Deduction/s
Single Touch Payroll (STP) reporting explained. » Getting Started with Single Touch Payroll Reporting » Review your Employees Allowance and Deduction Balances » The Tax Treatment assigned to your Allowance or Deduction is incorrect » Change the Tax Treatment assigned to an Allowance/s and/or Deduction/s
Click Pay Types from the Side Bar Navigate to Pay Type, click on the drop-down menu and change to Allowance. Select the Allowance to edit (click once to highlight). Click Edit. Navigate to Tax Treatment. Click on the drop-down menu and select the appropriate Tax…
How do I record my Deduction Payee Payment/s?
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » How do I record my Deduction Payee Payment/s?
Click Pay Types > Pay/Setup Payee Deductions. Select one Deduction Payee (click once to highlight), Multiple Deduction Payees (Hold SHIFT or CTRL and select) or click Select All. Click Pay Deduction. An alert will display: Deduction Payment for Deduction Name for…
How do I cease my Working Holiday Maker Employee, to rehire as a PAYG Employee?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I cease my Working Holiday Maker Employee, to rehire as a PAYG Employee?
Manually cease (terminate) the required Employee/s Reinstate the required Employee/s Change the Employees Payee Type to Employee
How do I change my Employees Payee Type from Working Holiday Maker (WHM) to Employee?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I cease my Working Holiday Maker Employee, to rehire as a PAYG Employee? » How do I change my Employees Payee Type from Working Holiday Maker (WHM) to Employee?
!The Employees Payee Type can only be changed if there have been no pay runs posted for the required employee. Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Navigate to…
Working Holiday Makers
e-PayDay® Legacy Explained » Tax Menu » Working Holiday Makers
*The Tax table for working holiday makers applies to all payments made to working holiday makers, including salary and wages, allowances, Cessation (Termination) payments, unused leave,return to work payments,back payments, commissions, bonuses and similar…