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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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Do you know where in the preferences tab you can upload the new Tax Scales?
 
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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
 
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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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A Tax Scale is selected for each Employee for Payroll purposes.
 
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How To Use the Tax Scales List
 
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Select the Payroll Tab
 
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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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Search for specific data (refer to Global Features)
 
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Filter by selected criteria (refer to Global Features)
 
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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.
 

Latest revision as of 11:33, 11 December 2014