AU Payroll - Tax Period Maintenance

As soon as tax rates/tax tables for a new tax year are made available, the tax data is made available for importing from a hosted location via the Internet. Prior to the start of a new tax year, the tax data for the new tax year must be imported into your system via the Portal > Pay > Maintenance > Tax Period Maintenance screen. Importing the tax data has the following effects:

• a start and end date for the new tax year is automatically created in the system, thereby defining the start and end of the new tax year and allowing pay periods to be created for the new tax year

• tax tables/tax rates for the new tax year are imported into the system, thereby allowing the system to apply the correct tax rates when withholding tax during the pay process.

When tax data is uploaded for a tax year, a new row is added to the table on the Portal > Pay > Maintenance > Tax Period Maintenance screen, which displays the following information:

• start and end date of the tax year

• date on which the tax data was imported

• name of the user who imported the tax data.

Once the data is imported into the system for a given tax year, it is possible to update that tax data for that tax year at any stage if necessary.

How to Import Tax Rates / Statutory Parameters for a New Tax Year

How To Update the Tax Rates / Statutory Parameters for an Existing Tax Year