Required when a client is payroll tax exempt for billing purposes
Step-by-step guide
- Log on
- Navigate to Rates & Rules module>Maintenance>
- > Maintenance > Bill Oncost & select
- Select Payroll Tax from listed list of Bill Oncosts
2. The P/T oncost will open in the 3. The Oncost Header Entry window ; note the Last TS End Date as any new additions will need a Start date that is at least 1 day after this date. To bring up a list of all Oncost Rates, void the Date From & Last Used Date fields and click on Filter Rates arrow, now click opens
4. Remove the dates displayed in the Date From and Last Used Date fields
5. Click Filter Rates
6. Click the + sign to add a new Oncost Rate.
3. Select 7. Oncost Rate Entry window opens on the right > enter a title in the Name field of the Oncost Rate Entry window – usually, this will be the client name that is to be P/T exempt. Select a Start Date; below date is 29/01/18, 1 day after the Last Used date above. Choose Hierarchy Level of CLIENT & in Hierarchy Value field, search for Client Name and populate, then flag the Exempt field.
...
- often this is the client name
8. Enter a Start Date - must be at least 1 day after the Last Timesheet End Date (displayed in step 5 screenshot)
9. Select 'Client' from Hierarchy Level drop down > click lookup icon to search for applicable Client Name
10. Tick the Exempt tickbox
11. Click the Save icon at top of screen
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