Configure taxable allowances
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    Configure taxable allowances

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    Article summary

    Configure and Process Taxable Allowances

    Overview

    An example is a “mobile phone allowance”.

    If it is a genuine allowance i.e. staff do not complete an expense form and are not required to report their expenses for the month, please use the Mobile Allowance kind

    If it is a reimbursement, create an expense claim and pay the employee

    Step 1 Configure Kind code

    Find the item code for mobile phone allowance

    Edit Item code - enter a name for the allowance

    Create new employment record

    A new employment record is required. The allowance is added as a taxable allowance.

    Click on “taxable allowance

    Select the mobile phone allowance item from the drop-down list and add dollar amounts etc and click OK to save changes

    Example of a new employment record with mobile phone allowance

    Example of a payslip with mobile phone allowances

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