If you need to change the Employee's Income Type and the Income Type is to be applied to the whole tax year, follow the steps below.
If you need to change an Employee's Income Type and the Income Type is to be split between two different types, refer to Change and split an Employee's Income Type.
To change an employee's Income Type, complete the following:
Go to Payroll, Maintenance, Employees, Employees.
Edit the employee.
Select Tax Details.
In most instances, an employee's Income Type is derived from the TFN Declaration and the STP Summary and Foreign Income tab. Use these screens to correct the employee's Income Type.
If the Income Type is not derived from these screens (e.g. Non-employee), you can change the Income Type field.
Click OK to save the change.
If the employee has been paid in the current financial year, the 'You have changed the Employee's Income Type' message will appear. As the change is to be applied to the whole Tax Year, select 'Yes'.
Note: If transactions exist when you make the change, you will not be able to update the TFN Declaration. Change the Income Type field. Once the End of Pay process has been completed, you will be able to update the TFN Declaration.