Making Client Payroll Tax Exempt on Bill side

Step-by-step guide

1. Log on to Rates & Rules module>Maintenance>Bill Oncost & select Payroll Tax from listed Oncosts

2. The P/T oncost will open in 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 the + sign to add a new Oncost Rate.

3. Select a title in Name field of the Oncost Rate Entry window – usually, this will be 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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