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(Created page with "Tax Scales List Do you know where in the preferences tab you can upload the new Tax Scales? The Tax Scales List displays a list of all current Tax Scales as supplied by the Au...")
 
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Tax Scales List  
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'''Tax Scales List '''
  
Do you know where in the preferences tab you can upload the new Tax Scales?
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Do you know where in the preferences tab you can upload the new Tax Scales?  
  
The Tax Scales List displays a list of all current Tax Scales as supplied by the Australia Tax Office (ATO). When new Tax  
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The '''Tax Scales List''' displays a list of all current '''Tax Scales''' as supplied by the '''Australia Tax Office (ATO)'''. When new '''Tax ''''''Scales''' are released by the ATO, the list will be made available for download from the ERP website, and can be imported into ERP via '''Utilities - Preference - Payroll - Import Tax Scales.'''
Scales are released by the ATO, the list will be made available for download from the ERP website, and can be imported  
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into ERP via Utilities;Preference;Payroll;Import Tax Scales.
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Lists in ERP can be Filtered<LinkId=251>, Searched<LinkId=252>, Customised<LinkId=249>, Printed<LinkId=253> and Exported<LinkId=254>.
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Lists in ERP can be '''Filtered, Searched, Customised, Printed and Exported'''
  
A Tax Scale is selected for each Employee for Payroll purposes.  
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A '''Tax Scale''' is selected for each '''Employee''' for Payroll purposes.  
  
How To Use the Tax Scales List
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To Use the '''Tax Scales List '''select the '''Payroll Module''' and then the '''Tax Scales List''' button
  
Select the Payroll Tab
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Select from the following '''Radio Buttons''' to view the required list -'''Active Scales - Inactive Scales - All Scales. '''
Select the Tax Scales List button
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As per other ERP Lists, the Tax Scales List allows the user to:
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The date of the last update to each Tax Scale is displayed in the '''Last Updated''' column. It is advisable to check these dates to ensure you have imported the '''Latest Tax Scale''' list.  
Search for specific data (refer to Global Features)
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Filter by selected criteria (refer to Global Features)
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When viewing the '''All Scales''' list the '''Active''' and '''Inactive''' scales will be identified in the '''Active Column.'''&nbsp; 'Global Ref' column identifies the ERP Ref number. 'Scale ID' column identifies the ATO list ref number. 'Description' column details the ATO description/name of the Tax Scale. Select the 'New' button to manually enter a new Tax Scale.  
Customise the List view (Global Features)
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Export the displayed List (Global Features)
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Print the displayed List (Global Features)
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Select the relevant radio button to view the required list, i.e. 'Active Scales', 'Inactive Scales', 'All Scales'.
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The date of the last update to each Tax Scale is displayed in the 'Last Updated' column. It is advisable to check  
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these dates to ensure you have imported the latest Tax Scale list.
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When viewing the 'All Scales' list, the Active and Inactive scales will be identified in the 'Active' column.
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Yes if the Scale is active or 'blank' No is Scale is Inactive.
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'Global Ref' column identifies the ERP Ref number.
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'Scale ID' column identifies the ATO list ref number.
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'Description' column details the ATO description/name of the Tax Scale.
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Select the 'New' button to manually enter a new Tax Scale.
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NB: Data for a new Tax Scale should be sourced from the ATO.
 
NB: Data for a new Tax Scale should be sourced from the ATO.

Revision as of 11:28, 30 December 2011

Tax Scales List

Do you know where in the preferences tab you can upload the new Tax Scales?

The Tax Scales List' displays a list of all current Tax Scales as supplied by the Australia Tax Office (ATO). When new Tax 'Scales are released by the ATO, the list will be made available for download from the ERP website, and can be imported into ERP via Utilities - Preference - Payroll - Import Tax Scales.

Lists in ERP can be Filtered, Searched, Customised, Printed and Exported

A Tax Scale is selected for each Employee for Payroll purposes.

To Use the Tax Scales List select the Payroll Module and then the Tax Scales List button

Select from the following Radio Buttons to view the required list -Active Scales - Inactive Scales - All Scales.

The date of the last update to each Tax Scale is displayed in the Last Updated column. It is advisable to check these dates to ensure you have imported the Latest Tax Scale list.

When viewing the All Scales list the Active and Inactive scales will be identified in the Active Column.  'Global Ref' column identifies the ERP Ref number. 'Scale ID' column identifies the ATO list ref number. 'Description' column details the ATO description/name of the Tax Scale. Select the 'New' button to manually enter a new Tax Scale.

NB: Data for a new Tax Scale should be sourced from the ATO.