If you need to change the Employee's Income Type and the Income Type needs to be split between two different codes, please follow the steps below.
If you need to change the Employee's Income Type and the Income Type is to be applied to the whole tax year, refer to Change an employee's Income Type.
When we apply the change in Income Type, the change will be from the current period forward. Any existing transactions will not be reallocated. To change the employee's Income Type, please complete the following:
Go to Payroll, Maintenance, Employees, Employees.
Edit the employee.
Select the Tax Details screen.
Check that the employee's current Income Type is correct.
In most instances, an employee's Income Type is derived from the selections made in the TFN Declaration and the STP Summary and Foreign Income tab. Use these screens to change 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.
The 'You have changed the Employee's Income Type' window will appear. As the change is to be applied from the current period forward, select 'No'.
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.
If an employee needs their values to be split between Income Types and the change wasn't made before the first transaction for the new Income Type was processed, you will need to raise a case online.
When you log your case for Support, please include the following:
A current backup of your database
If your database is stored in our Private Cloud, please provide permission in the case for us to obtain a copy of the data.
If your database is stored on your server, please upload a copy of your database to FTP.
Employee(s) code and name
Original Income Type and the periods it relates to
New Income Type and the periods it relates to