Pay details – Allowances tab

The Allowances tab displays the allowances paid to this employee. These details come from the Allowance details that you entered in the Employees List – Allowances window. You can edit any Allowances for this pay through the Allowances tab. If you want the details to be changed permanently, you must change them in the Employees List – Allowances window.

$image\ytd.gif$ To enter historical or year-to-date information, refer to the Allowances – YTD.

Note If the allowance is Payroll Tax exempt or WorkCover exempt, you must set this up through the Allowances list.

To edit details, click on the detail and make changes. Note that you cannot edit a past pay unless the þ Edit Past Pays checkbox has been selected. You also cannot edit a past pay if you have been set up as a user without the rights to edit a past pay.

1 Allowance – Select allowance to be added to the employee's pay. If the allowance you want hasn't yet been set up, type in the name and then press TAB. Click Setup on the Quick-Add pop-up window to add the allowance to the Allowances List. When you select an existing allowance Elite Payroll will automatically enter the defaults for the allowance.

2 % or Units – If the allowance is a percentage of a pay rate, enter the percentage amount.

$image\dash.gif$ Enter 0 if you want the allowance to be based on the number of hours worked.

$image\dash.gif$ If the allowance is per pay period, enter the number of pay periods that are being paid.

$image\dash.gif$ If the allowance is for an item, such as kilometres, enter the number of kilometres.

3 Based On – Select what the allowance is based on.

4 Amount – Enter the amount of the allowance. If the allowance is per pay period, just enter the amount for one pay period—Elite Payroll will calculate the total allowance amount to pay.

Allowance based on hours worked – Enter 0 in the % or Units column and select a pay rate from the Based On column, the allowance will be calculated as the number of hours worked for that pay rate times the amount entered in the Amount column. This will be calculated when you process the pay. For details, see How do I pay an allowance based on the number of hours worked?

5 Super – Select Yes if you want the allowance to be included in superannuation calculations. Select No if you want the allowance to be excluded from superannuation calculations.

6 Ex Tax – If the allowance isn't subject to PAYG—to be added to the net after tax is calculated, select Yes in the Ex-Tax column. If it is taxable—to be added to the gross before tax has been calculated, select No. Whether an allowance is tax-exempt or not depends on a number of factors, including the type of allowance, the amount, and the income of the payee. For full details, see Taxation of allowances.

7 Customer:Job – The allowance can be assigned to a customer and job. If no Customer:jobs have been set up yet, enter a customer and job name. When you are prompted to add the customer:job to your lists, click Yes.

8 Class – The allowance rate can be assigned to a specific class. Enter the class, or select the class from the drop-down list. You can use Elite Payroll classes to classify your payroll by department, business office or location, separate properties you own, or any other meaningful breakdown of your business.

9 To add a new line, click Insert, or Tab to a new line. Enter details as per the above.

10 To delete a line, select the line and then click Delete. Click OK to confirm that you actually want to delete the line.