> ## Documentation Index
> Fetch the complete documentation index at: https://docs.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QRG Create Payee Withholdings - AU GST

## Purpose

The purpose of this quick reference guide is to step through the process of creating an AU GST Payee
Withholding. The intended audience for this document are system administrators / standard users.

## Steps

### Create a New AU GST Payee Withholding record

The AU GST Payee Withholding record holds the General Information and Business Details for a Payee.

Create an AU GST Payee Withholding by following the below steps:

1. Navigate to the **Payee** record.
   1. To identify a Payee record from
      an Employee record, enter the
      Employee name into the **Global**
      **Search** (see Figure 1).

   2. Select the **Employee** record
      from the suggestions provided.

   3. Open the **Related** tab.

   4. Identify the **Payee** related list.

   5. Select the **Payee** record (see
      Figure 2).

![Screenshot from QRG Create Payee Withholdings - AU GST](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-gst/qrg-create-payee-withholdings-au-gst-pdf-0-figure-1.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=e6097c52bcc8282530d97bd336e38218)

![Screenshot from QRG Create Payee Withholdings - AU GST](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-gst/qrg-create-payee-withholdings-au-gst-pdf-0-figure-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=2702938d67e49933e8d996d33fb903bf)

2. Click **Withholdings** from the tab options.
3. Click **New** (see Figure 3)

![Screenshot from QRG Create Payee Withholdings - AU GST](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-gst/qrg-create-payee-withholdings-au-gst-pdf-1-figure-3.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=456ec3a57aff29a9ff137d472753dd45)

4. Select **AU GST** from the available record types (see Figure 4).

![Screenshot from QRG Create Payee Withholdings - AU GST](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-gst/qrg-create-payee-withholdings-au-gst-pdf-1-figure-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=bb4fcfe4f2f6d77962b28969f7247d83)

5. Click **Next** .

6. Populate the following required fields to provide the base details of the Payee Withholding (see
   Figure 5):
   1. **Employee**
   2. **Effective Date**
   3. **Payee**

7. Populate the following fields to provide details for the contract Payee’s registered business: (see
   Figure 5):
   1. **ABN**
   2. **Business Name**
   3. **Trading Name**
   4. **Business Email**
   5. **Business Street**
   6. **Business Email**
   7. **Business Street**
   8. **Business City**
   9. **Business State/Province**
   10. **Business ZIP/Postal Code**
   11. **Business Country**
   12. **GST Registered**
   13. **GST Exempt**
       1. **GST Exempt Reason**

8. Populate the following optional fields as needed:
   1. To set a fixed-term for the Payee Withholding record, populate the **Expiry Date** field. If
      left blank, no expiry date will apply.
   2. To prevent the Status of the Payee Withholding from being automatically updated by the
      automatic status update scheduled job, check the **Exclude From Auto Update** checkbox

9. Click **Save** .

> [!WARNING]
>
> Once the record is saved, the ABN Lookup field will be updated, which can be selected
> to open the Australian Business Register ABN lookup site in a new tab, detailing the
> actual details of the ABN entered as per that website.

![Screenshot from QRG Create Payee Withholdings - AU GST](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-gst/qrg-create-payee-withholdings-au-gst-pdf-3-figure-5.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=f2715cb44325bb81a9a8969af831941b)

> [!WARNING]
>
> The Pay Batch Event field will be automatically populated upon saving the record, and
> should not be manually entered.

> [!WARNING]
>
> The Status of the Payee Withholding record will be automatically updated upon saving
> the record, based on the Start Date and End Date (see Figure 4)

A new **AU GST Payee Withholding** record is now created (see Figure 6).

![Screenshot from QRG Create Payee Withholdings - AU GST](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-gst/qrg-create-payee-withholdings-au-gst-pdf-4-figure-6.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=003571e788a9bb97e821ff41c9a34035)

> [!CAUTION]
>
> Payees set up with an AU GST Payee Withholding do not need to be configured with
> either the AU PAYG or the AU SUPER Payee Withholdings. They may still require an AU
> Payroll Tax Payee Withholding, depending on your organisation.

> [!CAUTION]
>
> Payee Withholding records CANNOT be deleted if they have related records or are
> used in other records. Deleting records is not recommended unless absolutely essential.

10. To modify an existing **Payee Withholding** record, open the required record and select the **Edit**
    button available on the top right side of the page. You can also double click within fields that
    need editing or just click on the pencil icon ![Inline icon](https://docs.2cloudnine.com/images/icons/qrg-create-payee-withholdings-au-gst-inline-4-1.png) that appears within fields when hovering with
    your cursor.
11. When complete, click on the **Save** button.

## Field Descriptions

**ABN** Australian Business Number of the contractor company.

**ABN Lookup** is used to confirm the entered ABN in the Australian Business Register ABN lookup site
matches the correct company name.

**Business City** is the business city.

**Business Country** is the business country.

**Business Email** is the business email address.

**Business Name** is the registered Business Name of the contractor company.

**Business Street** is the business street address.

**Business State/Province** is the business state/province.

**Business Zip/Postal Code** is the business zip/post code.

**Effective Date** is the date the Withholding will become effective. Withholdings will not be calculated
before this date.

**Employee** is the Employee record this Payee Withholding record relates to. This must match the
Employee of the Payee.

**Exclude From Auto Update** when this box is checked the record will be skipped by the Automatic Status
Update scheduled job.

**Expiry Date** is the date the Withholding expires. Payments will not be made after this date. If blank, no
expiry date applies.

**External ID** defines the ID of the corresponding record in an external system that has been used to
create/update the record.

**GST Exempt** indicates that the contractor is GST exempt.

**GST Exempt Reason** is the GST exempt reason.

**GST Registered** indicates that the contractor is GST registered.

**Payee** is the Payee record this Payee Withholding Record relates to.

**Trading Name** is the Trading Name of the contractor company.

## Further Information

| Document | Document Type | Description |
| - | - | - |
| QRG Create a Payee record | Task Instructions | How to create a Payee record |
| QRG Create Payee Withholdings - AU Super | Task Instructions | How to create Superannuation Payee Withholding Records |
| QRG Create Payee Withholdings - AU Payroll Tax | Task Instructions | How to create Payroll Tax Payee Withholding Records |
| QRG Create Payee Withholdings - AU PAYG | Task Instructions | How to create PAYG Payee Withholding Records |