A payee’s tax withholding amount can be adjusted at the Tax stage of processing a normal or adjustment pay batch. To adjust the amount of tax to be withheld from a payee’s pay in an adjustment batch, follow the procedure below.
Step-by-step guide
1. Open Adjustment Batch.
2. Select the Payee/s that require a tax refund.
The quickest way to remove all Payees from the pay batch list is to select all Payees, un-select the Payee/s that require the adjustment and select the bin icon.
3. On the Pay Wizard – Tax screen, double-click on the relevant payee.
4. In the Adjustment column, key in the amount by which to adjust the total amount of tax that will be withheld in the pay batch. This can be a negative amount.
5. Click the Save icon.
6. Click Cancel on the confirmation message.
7. Close the Payee Pay Details screen by clicking the Close icon.
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