Tax Type Filters the list of payees according to their tax type, which be one of the following: - PAYG - Company To list only those payees with a specific tax type, select the relevant tax type in this field. Payee Type Filters the list of payees according to their payee type, which will be one of the following: - whether their income type is individual non-business payee or - labour hire (sole trader). - Umbrella - 3rd Tier Agency - Company The available options will depend on the selection made in Tax Type. Labour Hire and This field is available only if the tax type selected in the Tax Type field is PAYG. Contractor, Umbrella, 3rd Tier Agency is available only if the tax type selected in the the Tax Type field is PAYGfield is Company. Pay Company Filters payees according to the pay company by which they are employed. To list only those payees who are employed by a specific pay company, select the name of the pay company in this field. Employment Type Filters the list of payees according to their employment type. To list only those payees to whom a specific employment type applies, select the relevant employment type in this field. Enquiry Office Filters payees according the agency office that acts as the payees' point of enquiry in relation to payroll issues. To list only those payees who are assigned to a specific enquiry office, select the name of the relevant agency office in this field. Employment Dates (From) Filters the list of payees according to the earliest employment start date. To list only those payees who commenced employment on or after a certain date, select the relevant date in this field.
Employment Dates (To) Filters the list of payees according to the latest employment end date. To list only those payees whose employment was terminated on or before a certain date, select the relevant date in this field. WorkCover Payments After Termination Filters payees according to whether they are subject to receiving WorkCover payments through payroll after their employment has ended. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to WorkCover payments after termination. Yes - indicates payees will only be returned by the search if they are subject to WorkCover payments after termination. That is, only those payees that have the WorkCover Payments After Termination field ticked on the Payee Entry screen will be returned by the search. No - indicates payees will only be returned by the search if they are not subject to WorkCover payments after termination. Insurance Policy Expiry Date (From) Filters the list of payees according to the earliest insurance policy expiry date. This field is enabled only if the Company option is selected in the Tax Type field and can be used to search for contractors who cover their own insurance costs and their insurance policy is about to expire. To list only those payees whose insurance polices expire on or after a certain date, select the relevant date in this field.
Insurance Policy Expiry Date (To) Filters the list of payees according to the latest insurance policy expiry date. This field is enabled only if the Company option is selected in the Tax Type field and can be used to search for contractors who cover their own insurance costs and their insurance policy is about to expire. To list only those payees whose insurance polices expire on or before a certain date, select the relevant date in this field. (Bank Details) Account Name Filters the list of payees according to their bank account name. To list only those payees who have a specific bank account name, key in the account name in this field. (Bank Details) Account No. Filters the list of payees according to their bank account number. To list only those payees who have a specific bank account number, key in the relevant account number in this field. (Payment Details) Payment Method Filters payees according to the how they receive their pay. To list only those payees who are paid by electronic funds transfer (EFT), by cash or by cheque, select the relevant payment method in this field.
(Payment Details) Payslip Delivery Method Filters payees according to the method by which their payslips are delivered. To list only those payees who receive their payslips via the Candidate portal only, via email or via print, select the relevant delivery method in this field.
(Payment Details) Pay Group Filters payees according to the pay group to which they are assigned. To list only those payees who are assigned to a specific pay group, select the name of the pay group in this field. (Tax Details) Company Name Filters the list of payees according to their company name. To list only those payees who have a specific company name, key in the company name in this field. This field is only available if the option selected in the Tax Type field is Any or Company.
(Tax Details) Tax File No. Filters payees according to their tax file number (TFN). To list only those payees with a specific TFN, key in the TFN in this field. You can use leading and trailing wildcards (%) for partial matching on the TFN. For example, %123 will match any TFN ending in the digits 123 while 123% will match any TFN beginning with the digits 123. This field is only available if the option selected in the Tax Type field is PAYG or Any.
(Tax Details) Tax Scale Filters payees according to their tax scale. To list only those payees to whom a specific tax scale applies, select the relevant tax scale in this field. This field is only available if the option selected in the Tax Type field is PAYG or Any. (Tax Details) No TFN Provided Filters payees according to whether the system has automatically set the No TFN Provided (28 day rule applied) flag on their payee record. The flag is automatically set if the payee has failed to supply a Tax File Number (TFN) within 28 days of commencing employment and does not have an exemption from the 28 day rule. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they have been automatically flagged as having failed to supply a TFN within 28 days. Yes - indicates payees will only be returned by the search if they have been automatically flagged as having failed to supply a TFN within 28 days. No - indicates payees will only be returned by the search if they have not been flagged by the system as having failed to supply a TFN within 28 days. (Tax Details) Exempt From No TFN 28 Day Rule Filters payees according to whether they have been flagged as being exempt from having to provide a Tax File Number (TFN) within 28 days of commencing employment. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are exempt from the 28 day rule. Yes - indicates payees will only be returned by the search if they are exempt from the 28 day rule. No - indicates payees will only be returned by the search if they are not exempt from the 28 day rule. (Tax Details) STSL (exc. SFSS) Filters payees according to whether they have a study and training support loan (STSL) debt such as a Higher Education Loan Program (HELP), VET Student Loan (VSL), Financial Supplement (FS), Student Start-up Loan (SSL) or Trade Support Loan (TSL) debt. This field is only available if the option selected in the Tax Type field is PAYG or Any. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to an STSL debt. Yes - indicates payees will only be returned by the search if they are subject to an STSL debt. No - indicates payees will only be returned by the search if they are not subject to an STSL debt.
(Tax Details) SFSS Filters payees according to whether they have a Student Financial Supplement Scheme (SFSS) debt. This field is only available if the option selected in the Tax Type field is PAYG or Any. As of 1 July 2019, SFSS is part of the same loan repayment hierarchy as other study and training support loans. Therefore, you can search for a payee with a SFSS debt by ticking the STSL (exc. SFSS) field. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to an SFSS debt. Yes - indicates payees will only be returned by the search if they are subject to an SFSS debt. No - indicates payees will only be returned by the search if they are not subject to an SFSS debt. (Tax Details) SAPTO Filters payees according to whether they are subject to a Seniors and Pensioners Tax Offset. This field is only available if the option selected in the Tax Type field is PAYG or Any. A payee is considered to be subject to SAPTO if the Seniors & Pensioners Tax Offset field is ticked on the Payee Entry > PAYG Tax Details screen. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to SAPTO. Yes - indicates payees will only be returned by the search if they are subject to SAPTO. No - indicates payees will only be returned by the search if they are not subject to SAPTO. (Tax Details) MLS Filters payees according to whether they are subject to a Medicare Levy Surcharge. This field is only available if the option selected in the Tax Type field is PAYG or Any. A payee is considered to be subject to a MLS if the Medicare Levy Surcharge field is ticked on the Payee Entry > PAYG Tax Details screen. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to MLS. Yes - indicates payees will only be returned by the search if they are subject to MLS. No - indicates payees will only be returned by the search if they are not subject to MLS. (Tax Details) Variation Type Filters payees according to whether they are subject to a PAYG withholding variation. This field is only available if the option selected in the Tax Type field is PAYG or Any and the Variation - Approved Withholding Variation Percentage option is selected in the Tax Scale field. A payee is considered to be subject to a PAYG withholding variation if, on the Payee Entry > PAYG Details screen, the Variation option is selected in the Tax Scale field and the Upward or Downward option is selected in the Variation Type field. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they have an upwards or downwards variation to their PAYG withholding. Upwards - indicates payees will only be returned by the search if they are subject to an upwards variation to their PAYG withholding. Downwards - indicates payees will only be returned by the search if they are subject to a downward variation to their PAYG withholding. (Tax Details) Horticulturalists/Shearers Tax Applies Filters payees according to whether they are subject to special horticulturalists and shearers tax rates. This field is only available if the option selected in the Tax Type field is PAYG or Any. A payee is considered to be subject to horticulturalists and shearers tax rates if the Horticulturalists/Shearers Tax field is ticked on the Payee Entry > PAYG Tax Details screen. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to special horticulturalists and shearers tax rates. Yes - indicates payees will only be returned by the search if they are subject to special horticulturalists and shearers tax rates. No - indicates payees will only be returned by the search if they are not subject to special horticulturalists and shearers tax rates. (Tax Details) Seasonal Worker Filters payees according to whether they are working in Australia under the Seasonal Worker Programme (SWP). This field is only available if the option selected in the Tax Type field is PAYG or Any. A payee is considered to be working under the SWP if the Seasonal Worker Programme field is ticked on the Payee Entry > PAYG Tax Details screen. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to the SWP. Yes - indicates payees will only be returned by the search if they are subject to the SWP. No - indicates payees will only be returned by the search if they are not subject to the SWP. (Tax Details) GST Registered Filters payees according to whether they are registered to collect Goods and Services Tax (GST). This field is only available if the option selected in the Tax Type field is Company or Any. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are GST registered. Yes - indicates payees will only be returned by the search if they have are GST registered. No - indicates payees will only be returned by the search if they are not GST registered. (Tax Details) Voluntary Agreement Filters payees according to whether they are subject to a voluntary agreement to have tax withheld from their earnings. This field is only available if the option selected in the Tax Type field is Company or Any. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to a voluntary agreement. Yes - indicates payees will only be returned by the search if they are subject to a voluntary agreement. No - indicates payees will only be returned by the search if they are not subject to a voluntary agreement. (Tax Details) CIR Filters payees according to whether they have a voluntary withholding agreement whereby the withholding rate is a Commissioner’s Installment Rate (CIR). That is, where the voluntary withholding rate is anything other than the standard 20% voluntary withholding rate. This field is only available if the option selected in the Tax Type field is Company or Any. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to a voluntary agreement whereby the rate is a CIR withholding rate. Yes - indicates payees will only be returned by the search if they are subject to a voluntary agreement whereby the rate is a CIR withholding rate. No - indicates payees will only be returned by the search if they are not subject to a voluntary agreement whereby the rate is a CIR withholding rate. | 
