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
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2. The P/T oncost will open in the 3. The Oncost Header Entry window ;
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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
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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 - often this is the client name that is to be P/T exempt.
4. Select a Start Date; below date is 29/01/18, 1 day after the Last Used date above.
5. Choose Hierarchy Level of CLIENT & in Hierarchy Value field, search for Client Name and populate, then flag the Exempt field.
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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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