Employee Wizard – Year to Date DetailsEnter year-to-date allowances in the Allowances section of the Add a Year-to-Date Pay window.
1 Allowance – Select allowance name. 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 – Enter 1. (since you are entering only a total year-to-date amount)
3 Based On – Select Pays.
4 Amount – Enter the total year-to-date amount of the allowance.
5 Super – Select Yes if the allowance was included in superannuation calculations. Select No if the allowance wasn't included in superannuation calculations.
6 Ex Tax – If the allowance is non-taxable—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 – You can specify that the allowance should be billed to a particular customer and job. Either select the customer:job from the drop-down list, or type a new one in.
8 Class – You can assign each allowance to a class. Classes are a method that you can use to track and classify your payroll (the other methods are by department or customer and job). If no class exists, type the class name in and then press TAB. When you are prompted to add the class to your lists, click Yes.
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.
See also