To record employee tax offset declarations select Statutory → Australia Statutory Administration → Employee Declarations from the Business Process menu.
Choose the option from the Australia Statutory Setup Unit combo.
Enter the code that identifies the employee. Click the lens icon to retrieve an employee code from the Help on Employee screen. The system displays the name of the employee.
There are two tabs displayed viz. Tax Information and Tax Offset Information.
Click the Tax Offset Information tab.
Choose the option from the Effective Period combo to access the history with the effective dates.
Choose Yes or No option to specify whether the employee dependent spouse tax offset is applicable or not.
Choose whether the employee is eligible for family tax benefit part B.
Choose the option from Shared Care Rate. The system lists the options as Full, Half and None. Enter the percentage of Shared Care Rate.
Choose Yes or No option to specify whether the Zone, Overseas Tax Offset is applicable for the employee or not.
Choose the option from Zone Offset Component. The system lists the options asNone, Notional Sole Parent Component, Notional Spouse Component and Dependent Children Component.
Select the state of residence from a user defined list of states.
Choose the option from area of residence. The list of areas that have been mapped to the selected states is displayed as options. The system displays the type of area, an employee belongs to.
Choose Yes or No option to specify whether the Special Tax Offset is applicable for the employee or not.
Choose the Special Offset Component from a user defined list of components.
Choose Yes or No option to specify whether the Senior Australian Tax Offset is applicable for the employee or not.
Enter the Adjust taxable income in previous tax year for the senior Australian offset.
Choose the Tax Offset Category from a user defined list of categories.
Choose whether spouse of the employee is eligible for Senior Australian Tax Offset.
In the Dependent multiline, the system displays the name, relationship, date of birth, occupation and disability status of the dependent.
Enter the adjusted taxable income amount of the dependent.
Click Save Drafts to save the tax offset details.
Note: On save drafts, the system computes and displays the Dependent Spouse Tax Offset, Zone / Overseas Tax Offset, Special Tax Offset and Senior Australian Tax Offset details.
In the Attachments section, attach the withholding declaration and other details of an employee. Click the folder icon to browse and select the file you want to attach.
In the Modification Details section, choose Correct option from Modification Option combo to save the modified details with current effective date.
Choose Update option from Modification Option combo to update the modified details with new effective date.
Note: While modifying the declarations, you can use one of the two available modification options viz., "Correct" and "Update". If you choose the Correct option, the changes you make will come into effect in the existing record itself. If you choose the Update option, the system closes the existing version of the record and will create a new record containing the changes you make. You are to specify a new effective date which will become the effective date for the new record.
Enter the New Effective From date to validate the updated the records.
Enter relevant Remarks that pertaining to the tax declarations.
Click Submit to save the tax declaration details of the employee.
Note: The system saves the employee declaration details.
To edit or update an existing employee tax and offset declarations select Statutory → Australia Statutory Administration → Employee Declarations from the Business Process menu.
Choose the option from the Australia Statutory Setup Unit combo.
Enter the code that identifies the employee. Click the lens icon to retrieve an employee code from the Help on Employee screen. The system displays the name of the employee.
Click Get to retrieve the tax declaration details.
The system retrieves and displays entire details of the specified employee code. Make required modifications to the data displayed. Refer Fields in this Screen topic for an explanation of the fields displayed.
Click Submit to save the tax declaration details of the employee.
