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Configuring Tax and Super Settings for Payments

While pay items have default tax and super settings, you may need to adjust these at the payment level for individual employees or specific pay runs. This guide covers how to configure tax and super settings when processing a payment.

Viewing Tax and Super Calculations​

  1. Navigate to Payroll > Pay Runs and open the relevant pay run.
  2. Click on the employee's name to view their pay details.
  3. The pay summary section displays:
    • Gross Pay — total earnings before deductions.
    • PAYG Withholding — tax calculated based on ATO tax tables.
    • Superannuation — SG calculated on OTE.
    • Net Pay — amount the employee receives.

Adjusting Tax Settings for a Payment​

If an employee has a specific tax arrangement for a particular payment:

  1. In the employee's pay detail view, click the Tax Settings link or icon.
  2. You can adjust:
    • Tax-free threshold — whether the employee has claimed the threshold.
    • HELP/HECS debt — whether study loan repayments apply.
    • Tax offset — if the employee has claimed a tax offset.
    • Withholding variation — if the ATO has issued a variation notice.
  3. Changes here affect the tax calculation for this pay run only. To change the employee's ongoing tax settings, update their profile under Payroll > Employees.

Adjusting Super Settings for a Payment​

To adjust the super contribution for a specific payment:

  1. Locate the Superannuation line in the employee's pay details.
  2. Click the override icon to manually adjust the super amount.
  3. Enter the correct amount and save.

For ongoing super changes, update the employee's default super settings or modify the pay item's OTE classification. See Tax and Super Settings for Pay Items.