This form allows you to enter/edit the specific details for a recurring Employee Allowance or Deduction. Recurring allowances and/or deductions can added to an employee file from the Employee Details form from the allowances & deductions tab. Adjustments to recurring allowances/deductions, or once off allowances/deductions can be added to an employee payment from the Employee Payslip Details form from the allowances & deductions tab.
From Polygon Back Office, Access the Payroll Allowances & Deductions file by selecting Payroll from the main menu, then select Allowances & Deductions. To add a new Allowance/Deduction, click the New button, or, To edit an existing Allowance/Deduction, select the item to edit, then click the Change button.
|
To Enter/Edit an Allowance or Deduction:
•Enter the name of the allowance or deduction in the Description text box and the amount in the Amount window.
•If the item you are editing is an allowance and it is taxable, or is a deduction which is to be removed before tax is calculated, then tick the Before Tax box.
•Place a tick in the Affects Superannuation box when the allowance/deduction you are editing should be included in the superannuation calculations.
•If you are editing an allowance you provide to employees, then select Allowance, then select one of the following 3 options:
oInclude in gross amount on payment summaries - Selecting this option indicates this allowance will be added to the Gross Salary figure on the employee's payment summary.
oExclude from gross amount on payment summaries - If this allowance is an ‘After tax’ allowance which should not be included on the payment summary at all, select this option to exclude this allowance from the Gross Salary figure on the employee's payment summary.
oItemise in allowances section on payment summaries - Selecting this option indicates this allowance will be included in an itemised list on the employee's payment summary. This allowance amount will not be added to the Gross Salary figure on the employee's payment summary. If this option is selected then an ATO allowance category must also be selected from the drop-down list box. Available ATO Allowance Categories are:
➢Table 1 - Other
➢Table 2 - Car
➢Table 3 - Transport
➢Table 4 - Laundry
➢Table 5 - Meals
➢Table 6 - Travel
Please note: The Exclude from gross amount on payment summaries tick box in only available if the allowance is After Tax, that is, when there is no tick in the Before Tax box.
See section Polygon Back Office > Polygon Payroll > Single Touch Payroll for more information about Single Touch Payroll and ATO Allowance Categories.
•If you are inserting a deduction from employees’ salary or wages, then select Deduction.
•Choose the Default Account this allowance/deduction will be recorded against in the general ledger.
•Press the OK button to save your changes.
See Also:
Polygon Back Office > Polygon Payroll > Allowances & Deductions File
Polygon Back Office > Polygon Payroll Application Settings > Superannuation
Polygon Back Office > Polygon Payroll > Single Touch Payroll