> ## 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 Payroll Tax

## Purpose

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

## Steps

### Create a New AU Payroll Tax Payee Withholding record

The AU Payroll Tax Payee Withholding record holds the General Information and Payroll Tax Details for a
Payee.

Create an AU Payroll Tax 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 Payroll Tax](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-payroll-tax/qrg-create-payee-withholdings-au-payroll-tax-pdf-0-figure-1.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=142a3a977450d083767f329aeeaf7d0d)

![Screenshot from QRG Create Payee Withholdings - AU Payroll Tax](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-payroll-tax/qrg-create-payee-withholdings-au-payroll-tax-pdf-0-figure-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=9f0616a7aa2bdd2db7235a8eb9fcf28c)

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

![Screenshot from QRG Create Payee Withholdings - AU Payroll Tax](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-payroll-tax/qrg-create-payee-withholdings-au-payroll-tax-pdf-1-figure-3.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=f933ab36448a0f7b18bc35c17be888ef)

4. Select **AU Payroll Tax** from the available Record Types (see Figure 4).

![Screenshot from QRG Create Payee Withholdings - AU Payroll Tax](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-payroll-tax/qrg-create-payee-withholdings-au-payroll-tax-pdf-1-figure-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=f46dc534a685ad34bece859bb9c32661)

5. Click **Next** .
6. Populate the following required fields to provide the base details of the Payee Withholding (see
   Figure 5):
   1. **Employee**
   2. **Payee**
   3. **Effective Date**
   4. **Payroll Tax Exempt**
      1. **Payroll Tax Exempt Reason**
7. Populate the following optional fields as needed:
   1. To define the Payroll Tax rates and thresholds for the Payee, select from the picklist options
      for the **Payroll Tax Locality** field.
   2. To set a fixed-term for the Payee Withholding record, populate the **Expiry Date** field. If left
      blank, no expiry date will apply.
   3. To prevent the Status of the Payee Deduction from being automatically updated by the
      automatic status update scheduled job, check the **Exclude From Auto Update** checkbox.

![Screenshot from QRG Create Payee Withholdings - AU Payroll Tax](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-payroll-tax/qrg-create-payee-withholdings-au-payroll-tax-pdf-2-figure-5.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=d3904c1b6b94df1af0aeb97e4fe14575)

> [!WARNING]
>
> The Status of the Withholding record will be automatically updated upon saving the
> record, based on the Start Date and End Date (see Figure 6).

> [!WARNING]
>
> The External ID field will be automatically populated if required for system integration.

8. Click **Save** .

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

![Screenshot from QRG Create Payee Withholdings - AU Payroll Tax](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-payee-withholdings-au-payroll-tax/qrg-create-payee-withholdings-au-payroll-tax-pdf-3-figure-6.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=05816674ac7032b572f04e87a160129e)

> [!CAUTION]
>
> Without the Payroll Tax Payee Withholding completed, and a finalised Pay Batch, a
> Payee cannot be picked up in a Payroll Tax Lodgement

9. 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-payroll-tax-inline-3-1.png) that appears within fields when hovering with your
   cursor.
10. When complete, click on the **Save** button.

## Field Descriptions

**Effective Date** is the date the Withholding will become effective. Withholdings will not be paid 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. 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 this record.

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

**Payroll Tax Exempt** indicates the Payee is exempt from Australian Payroll Tax calculations.

**Payroll Tax Exempt Reason** is the reason this Payee is exempt from Australian Payroll Tax. Should be
populated if the Payroll Tax Exempt field is checked.

**Payroll Tax Locality** is the Payee’s locality for the purpose of Australian Payroll Tax reporting.

**Payee Withholding Name** is automatically generated upon saving the record.

## 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 PAYG | Task Instructions | How to create PAYG Payee Withholding Records |
| QRG Create Payee Withholdings - AU GST | Task Instructions | How to create GST Payee Withholding Records |