Setting Up for Tax Reporting

This chapter provides an overview of the setup for Australian taxation calculations and discusses how to:

Enter information for reporting tax.
View tax scales.

Note. The PeopleSoft system delivers a query that you can run to view the names of all delivered elements designed for Australia. Instructions for running the query are provided in the PeopleSoft Enterprise Global Payroll 8.9 PeopleBook.

Understanding the Setup for Taxation Calculations

The calculation of tax, using the tax scales, is only part of managing taxation. You also need to enter details about the pay entity (usually the company or organization), provide the Australian Tax Office (ATO) with tax file number (TFN) information, enter and maintain tax-related information about each employee, and submit statutory reports to the ATO.

Entering Information for Reporting Tax

To set up tax reporting, use the Pay Entities AUS (GPAU_PYENT_DTL) and Supplier Information AUS (GPAU_SUPPLIER) components.

Tax reporting varies depending on the information that the system stores about the organization.

This section lists the pages used to enter information for reporting tax.

Note. You use the pages discussed in this section to create the following files, which you submit to the ATO: the Group Tax file, the Payment Summaries file, and the TFN declaration.

Pages Used to Enter Information for Reporting Tax

Page Name	Object Name	Navigation	Usage
Pay Entities AUS	GPAU_PYENT_EXT	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Framework, Organizational, Pay Entities AUS	Enter pay entity information that the ATO requires in various reports or electronic files.
Supplier Data	GPAU_SPPLR_DATA1	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Taxes, Supplier Information AUS, Supplier Data	Enter information about the organization submitting the fortnightly TFN declaration. The information entered on this page is included in the electronic file that is generated.
Supplier Address	GPAU_SPPLR_DATA2	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Taxes, Supplier Information AUS, Supplier Address	Enter supplier address information.

Viewing Tax Scales

The PeopleSoft system provides several pages that display tax scales and rates.

This section lists the pages used to view tax scales.

Pages Used to View Tax Scales

Page Name	Object Name	Navigation	Usage
FTB Rates	GPAU_FTB_RATE	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Taxes, Review FTB Rates AUS	View the FTB rate for each pay frequency.
HECS Rates	GPAU_HECS_RATE	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Taxes, Review HECS Rates AUS	View the HECS rate applicable to each weekly earnings.
SFSS Rates	GPAU_SFSS_RATE	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Taxes, Review SFSS Rates AUS	View the SFSS rate applicable to each weekly earnings.
Tax Scales	GPAU_TAX_SCALES1	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Taxes, Review PAYG Rates AUS, Tax Scales	View the tax percentage or amount for each weekly earnings amount for each tax scale.
Medicare Levy	GPAU_TAX_SCALES2	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Taxes, Review PAYG Rates AUS, Medicare Levy	View the Medicare levy adjustment details. The adjustments apply to tax scales 2, 6, and 7 only.