NextGen | The Tax Profile Screen

NextGen | The Tax Profile Screen

About

The Employee Tax Profile Screen stores information relating to the employee’s tax calculation.  A history of tax records will accumulate at the bottom of the Employee Tax Profile Screen, should an employee be terminated and re-instated starting a new tax record. 

Tip
The Tax Profile Screen is included in the Add New Employee Workflow.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable. 

This article covers the Tax Profile Screen for the new and improved NextGen version of the system.

An Example of the NextGen Landing Page 


To access the article that explains the same for the Classic version, please select this link:  Classic | The Employee Tax Profile Screen

An Example of the Classic Landing Page


Edition

This feature is available on Lite, Premier and Master.



Ensure that the correct employee is selected.

The Location Menu


The Tax Profile Screen

When adding a new employee, this screen needs to be completed and saved to proceed with the workflow.

The Tax Profile Screen




The Nature of Person Fields (Tax Country: South Africa)


The Tax Status Fields (Tax Country: South Africa)




Important Comments

Changing a Tax Status during the Tax Year
There is no restriction on the amount of tax records for one employee per tax year.  Changing a tax status during the tax year, will result in the employee being taxed on year to date earnings based on the new tax status.  Therefore, should an employee’s tax status change, you should terminate and reinstate the employee starting a new tax record.
The History Grid
Once you have processed and submitted the information on the screen, it will display on the History Grid.


You may also be interested in



    • Related Articles

    • Classic | The Employee Tax Profile Screen

      About The Employee Tax Profile Screen stores information relating to the employee’s tax calculation. A history of tax records will accumulate at the bottom of the Employee Tax Profile Screen, should an employee be terminated and re-instated starting ...
    • NextGen | Terminating an Employee

      About When an employee resigns from the company, a termination needs to be captured during the employee’s final pay run.  Terminations are processed on the Tax Profile Screen. Please note: Click on any image in the article to enlarge. NextGen or ...
    • Classic | Terminating an Employee

      About When an employee resigns from the company, a termination needs to be captured during the employee’s final pay run. Terminations are processed on the Employee Tax Profile Screen. Please note: Click on any image in the article to enlarge. NextGen ...
    • How do I access the Employee Tax Profile?

      Navigate to Employee > Basic information > Tax Profile
    • NextGen | Reinstating an Employee

      About An employee may have been incorrectly terminated or may have decided to return to the company to continue employment.  In these scenarios, the employee’s record needs to be reinstated.    Reinstating an employee is also processed on the Tax ...