PayBiz Superannuation NZ
|
|
- Piers Doyle
- 5 years ago
- Views:
Transcription
1 PayBiz Superannuation NZ 13/11/2018 Contents Superannuation Pay Type... 2 Window Control Buttons... 4 NZ Kiwisaver... 5 Kiwisaver with ESCT... 5 Kiwisaver with Total Remuneration... 7 Kiwisaver using Employee Tax Rate... 9 Stopping Kiwisaver Employer Contributions IRD File and Superannuation Report... 12
2 Superannuation Pay Type PayBiz main menu > Payroll > Pay Types > Add > Pay Type Superannuation > Ok Allows superannuation to be included on the payslip. Figure 1: Kiwisaver Using ESCT Rate Field Pay Type Employee Contribution is Dollar Pre tax Description Inactive Employee Use Woti + Overtime Description Up to 6 alpha-numeric characters. Unique code for the pay type. If ticked then the employee contribution is a fixed dollar figure else it is a percentage of Gross. If ticked employees contribution is deducted before tax. Up to 30 alpha-numeric characters. Description of pay type. Note: This is what prints on the payslip Tick to mark pay type as inactive. Inactive pay types cannot be used on payslips or tally sheet lines. Inactive pay types will not appear in pay type lookup screens when the ACTIVE Pay Types by Type filter is used. Australia only field Continued Page 2 of 13
3 Field Use Employee Tax NZ Approved Scheme Employer Contribution % Employer Tax % Reportable Super % Employer Use Woti + Ov Employer Contribution is Dollar No Threshold P&L expense G/L code Super Fund B/S G/L code Employer Tax G/L code Description Uses the Employee personal tax rate rather than an ESCT rate. Tick if an approved NZ super scheme eg KiwiSaver Needs to be ticked for details to be included on the IR Monthly Schedule for IRD. Can exclude non-approved pay types from the Superannuation Report. Numeric value up to 2 decimal places. The percentage of the employee s gross pay that the Employer contributes. Numeric value up to 2 decimal places. The percentage that the Employer s contribution will be taxed. ) Australia only fields ) If ticked then the employers contribution is a flat $ value not a percentage. Australia only field. Balance Sheet debit code where deductions will be accrued. Balance Sheet credit code to accrue the nett super fund contribution (employee + employer - employer tax) Balance Sheet credit code to accrue the employer tax on contribution Enter the code or Double Click or F8 for a lookup. G/L fields are only enabled if the General Ledger optional module has been purchased. If G/L has been purchased, codes must be entered for Super Fund and Employer Tax. If the Expense code is not entered, then it will post to the employee P&L wages code. Page 3 of 13
4 Window Control Buttons Figure 2: Window Control Buttons Button Save Save Exit Save & Add Details Analysis Delete Exit / Exit No Save Description Saves the current record. Saves and closes the current window. Saves and opens an empty ADD window. Opens a list of payslip lines using this pay type. Double click on the line to open the payslip screen. Useful for Search and Report functions. Not applicable for pay types. Deletes the current pay type. Pay Types can only be deleted if they have not been used on a payslip line. Use the Inactive checkbox to deactivate used pay types. Close the window. Go to: First / Previous / Next / Last record. Page 4 of 13
5 NZ Kiwisaver For the current IRD information see: All employer superannuation cash contributions (employer contributions) paid to a superannuation fund, including KiwiSaver schemes and complying funds, for the benefit of an employee are liable for ESCT (employer's superannuation contribution tax). The exception to this is if the employee and employer have agreed to treat some or all of the employer contribution as salary or wages under the PAYE rules. Kiwisaver with ESCT ESCT is calculated at a rate based on the employee's total annual salary or wages plus gross employer contributions for the previous tax year (1 April to 31 March). When employees haven't worked for the employer for the full previous tax year, the rate is based on the employer's estimate of the employee's total salary or wages plus gross employer contributions they will receive in the tax year for which the ESCT is being calculated. Use the following table to work out the correct ESCT rate to use. Employee's salary or wage income for year ended 31 March (including gross superannuation employer contributions) ESCT from 1 April $0 to $16, % $16,801 to $57, % $57,601 to $84,000 30% $84,001 upwards 33% Note: You will need to set up a new superannuation pay type for each different ESCT that you need. Page 5 of 13
6 Example: Figure 3: Kiwisaver with ESCT Standard Kiwisaver employee contributions are a % of the gross pay. Employee Contribution is Dollar is not ticked. Kiwisaver is taken after tax, so Pre tax is not ticked. NZ Approved Scheme is ticked to ensure the deductions show on the IR File, the IRD Monthly Schedule. Employer Contribution % in this example is set to 3%. Employer Contribution is Dollar is not ticked. Employer Tax % is set at 30% To use this pay type, enter a new Standing Transaction for this pay type on the employee. The Quantity is the employee s contribution percentage. In the example below, this is 3%. Figure 4: Employee Standing Transaction Line The employee s contribution, employer s contribution and ESCT will all be calculated automatically as lines are added to the payslip. The employee s contribution prints on the payslip in the after tax section under the PAYE, using the pay type description. The quantity on the pay slip line is printed beside the total eg ( 3.00 % Gross). The employer s contribution shows at the bottom of the pay slip. If Show Ytd Gross and Paye is ticked on Payslip Setup then the Ytd Employer Contribution will print in brackets. ESCT is calculated using the rate entered on the pay type. Page 6 of 13
7 Kiwisaver with Total Remuneration Total Remuneration an agreed salary/wage package that includes the value of the Kiwisaver Employer contribution and associated taxes in the pay rate. a. The employer will pay ESCT (employer superannuation contribution tax) and any other applicable taxes. Use a standard Kiwisaver pay type with the appropriate ESCT percentage. b. The employee and employer agree that all employer superannuation contributions will be treated as salary/wages and taxed via PAYE. The employee can cancel this arrangement in writing at any time. Create a new taxable Deduction pay type for the Compulsory Employer Contribution: Figure 5: Compulsory Employer Contribution Deduction Add this to the employee Custom % Deduction where the % is the compulsory employer contribution, currently set at 3%: Create a Superannuation pay type with 0% ESCT: Figure 6: Custom % Deduction Figure 7: Superannuation pay type for Total Remuneration Page 7 of 13
8 Add this Superannuation pay type with 0% ESCT as a standing line on the employee, where the Quantity entered is the percentage the employee is contributing: Figure 8: Kiwisaver Standing Line This means both the Employee Contribution and the Compulsory Employer Contribution, that is included in the employee s rate of pay, will show as a deduction after tax on the payslip and will then show again at the bottom of the payslip along with the year to date total of employer contribution: Page 8 of 13
9 Kiwisaver using Employee Tax Rate If the employer and employee agree, the amount of employer contribution can be treated as the employee's salary or wages and PAYE must be withheld. If employers agree, employees can choose to have all or part of the value of the employer's contribution included in their gross salary and wages and taxed at their personal tax rates. Employees must understand that classifying this amount as salary and wages will affect: their Working for Families Tax Credits their independent earner tax credit entitlements the amount of child support they pay, and their student loan repayments. However, they can change back at any time. The actual employer contribution is paid into the superannuation fund - the employee doesn't receive the contribution in the hand. The value of the employer contribution will be added to the employee's gross wages for the pay period and taxed at the appropriate rate using the PAYE tables. The rate will depend on the employee's tax code. Contributions treated as salary and wages are subject to earner's levy (ACC). Example: Figure 9: Kiwisaver Using Employee Tax Rate Standard Kiwisaver employee contributions are a % of the gross pay. Employee Contribution is Dollar is not ticked. Kiwisaver is taken after tax, so Pre tax is not ticked. Use Employee Tax is ticked. NZ Approved Scheme is ticked to ensure the deductions show on the IR File, the IRD Monthly Schedule. Employer Contribution % in this example is set to 3%. Employer Contribution is Dollar is not ticked. Employer Tax % is not set. To use this pay type, enter a new Standing Transaction for this pay type on the employee. The Quantity is the employee s contribution percentage. In the example below, this is 3%. Page 9 of 13
10 Figure 10: Employee Standing Transaction Line The employee s contribution, employer s contribution and ESCT will all be calculated automatically as lines are added to the payslip. The employee s contribution prints on the payslip in the after tax section under the PAYE, using the pay type description. The quantity on the pay slip line is printed beside the total eg (3.00 % Gross). The employer s contribution shows at the bottom of the pay slip. If Show Ytd Gross and Paye is ticked on Payslip Setup then the Ytd Employer Contribution will print in brackets. ESCT is calculated using the Employees tax rate. Page 10 of 13
11 Stopping Kiwisaver Employer Contributions Employers are required to contribute to their employee's KiwiSaver account or complying fund at 3% of the employee s gross salary or wage. You need to make contributions if your employee: is having KiwiSaver or complying fund member contributions deducted from their salary or wages, and is aged 18 and over, and has not reached the age of eligibility for New Zealand Super (currently 65), or has not been a member of a KiwiSaver scheme or complying fund for five years, whichever date is later, and is not a member of a defined benefit scheme. 3% is the minimum contribution rate from 1 April Withdrawal Date Employees become eligible to withdraw all or part of their savings when they reach the age to qualify for NZ Super (currently 65) as long as they've been a KiwiSaver member for a minimum of 5 years. The date employees become eligible to withdraw savings is known as their withdrawal date. Employees are no longer required to make contributions to KiwiSaver after their withdrawal date but can continue to make contributions if they wish. If employees decide to stop making contributions, they must complete a Non-deduction notice (KS51) and give it to their employer. Setup for Employees who wish to Continue to make Kiwisaver Contributions 1. You will need to set up a new pay type where the Employer Contribution Percentage is zero. Example: Figure 11: Kiwisaver with no Employer Contribution 2. Replace the current Standing Transaction line on the employee with a new one using this pay type. The quantity is the employee s contribution percentage, ie. 3, 4 or 8. Page 11 of 13
12 IRD File and Superannuation Report Superannuation is reported to the IRD via Payday Filing using the IRD File option, and paid via the monthly EDF. This information will print on the IRD File report and will add the appropriate columns to the electronic copy of the file. The Superannuation Report from the Reports menu will list all contributions from employers and employees for each fund for a given date range. Figure 12: Superannuation Report Sample - NZ Page 12 of 13
13 With Employee Details ticked: Figure 13: Employee Details ticked Page 13 of 13
Livestock Office Superannuation/Kiwisaver
Livestock Office Superannuation/Kiwisaver 4/05/2017 Contents Superannuation Pay Type... 2 NZ Kiwisaver... 4 Kiwisaver with ESCT... 4 Kiwisaver using Employee Tax Rate... 6 IR File and Superannuation Report...
More informationPayBiz Sick Pay Type
PayBiz Sick Pay Type 6/11/2018 Contents Sick Pay Type... 2 Sick Leave Allowed... 4 Taking Sick Leave... 5 Adjusting Sick Leave (NZ)... 5 Window Control Buttons... 7 Sick Pay Type PayBiz main menu > Payroll
More informationHOW TO SET UP PAYROLL
HOW TO SET UP PAYROLL D I R E C T T R A N S F E R S T O B A N K If you wish to make transfers directly to your bank, in Company Details > Constants Tab, select your bank and on the Other Tab enter your
More informationUsing the SmartPayroll system
Using the SmartPayroll system Update existing or add a new employee 2017 SmartPayroll Helpdesk: 0800 10 10 38 Contents Adding a New Employee... 3 KiwiSaver... 3 Bank Accounts... 4 Payslips... 4 Notifications...
More informationQUICKBOOKS NEW ZEALAND 2012/13 R6 (TAX TIME) UPDATE
QUICKBOOKS NEW ZEALAND 2012/13 R6 (TAX TIME) UPDATE Use this document to assist you with upgrading your QuickBooks New Zealand 2012/13 product to the latest tax compliance requirements mandated by the
More informationIMS PAYROLL PARTNER - INSTALLATION & RELEASE NOTES v3.60 March 2010
Note: New tax legislation applies to all pay periods processed with an PERIOD END Date on or after 1 st April 2010. If you are required to process a pay period with an PERIOD END DATE in March 2010 but
More informationKiwiSaver employer guide
KS4 April 2018 KiwiSaver employer guide What employers need to know about KiwiSaver WHAT IS KIWISAVER? KiwiSaver is a voluntary, work-based savings initiative designed to make regular saving for retirement
More informationFirst-time employer s guide
IR 333 April 2013 First-time employer s guide Information you ll need if you re thinking of taking on staff for the first time 2 First-time employer s guide Introduction This booklet takes a brief look
More information2017 Ace Payroll compliance upgrade
2017 Ace Payroll compliance upgrade March 2017 upgrade NSME209828-1116 What s new in this release News Inland Revenue Holiday Pay ruling reminder 2017-2018 Compliance updates Tax changes Schedular Payment
More informationMicropay Professional
Benefit In Kind Setup Sage Micropay Professional facilitates the recording of employee Benefit In Kind (BIK) that is subject to PAYE, PRSI and USC (Universal Social Charge). These notional payments are
More informationMYOB Exo Employer Services
MYOB Exo Employer Services Payday Filing Last modified: 18 March 2019 Contents Payday Filing 1 Setting up Payday Filing 1 Registering for Payday Filing... 1 Setting up Exo Payroll... 2 Processing Payday
More informationIR Electronic Filing Payroll Specification Document Final V1.4
Inland Revenue IR Electronic Filing Payroll Specification Document Final V1.4 01 April 2018 to 31 March 2019 Prepared by: Date: 26 March 2018 Inland Revenue, National Office, Wellington In Confidence Payroll
More informationIR335 November Employer's guide. Information to help you with your responsibilities as an employer
IR335 November 2017 Employer's guide Information to help you with your responsibilities as an employer www.ird.govt.nz 1 Introduction If you have anyone working for you, it's your responsibility to deduct
More informationPayroll Calculations & Business Rules Specification 1 April 2019 to 31 March 2020
Inland Revenue Payroll Calculations & Business Rules Specification 1 April 2019 to 31 March 2020 This document supports the Payday Filing File Upload Specification 2020 Date: 21/02/2019 Version: V1.2 Contents
More informationBSBADM308A Process Payroll Topic notes. Superannuation categories - used to calculate an employee s superannuation.
(1) What are Payroll Categories? In MYOB, there are six types of Payroll Categories: Wage categories - used to pay an employee. Superannuation categories - used to calculate an employee s superannuation.
More informationFringe benefit tax return guide IR 425 March 2016
Fringe benefit tax return guide 2016 IR 425 March 2016 www.ird.govt.nz Go to our website for information and to use our services and tools. Log in or register for myir secure online services account to
More informationLeave Pay and Year End Procedures
Good afternoon and welcome to this Online Information session. The session will start at 14h00 - you will only be able to hear sound from 14h00 (so please make sure that your speakers are on and working).
More informationIR Electronic Payday Filing Payroll Specification Document Final v1.0
Inland Revenue Based on proposed changes in the Taxation (Annual Rates 2017-18 Employment and Investment Income and Remedial Matters) Bill (April 2017 Bill) IR Electronic Payday Filing Payroll Specification
More informationFinance Manager: Budgeting
: Budgeting Overview is a module that facilitates the preparation, management, and analysis of fiscal year budgets. Streamlined for efficiency and designed to solve the cumbersome process of budget creation,
More informationSuperannuation (Australia)
Superannuation (Australia) This guide is for SmoothPay Payroll users paying staff in Australia (most other regions are much simpler and the superannuation options are preset and/or self-evident). There
More informationAdditional Medicare Tax User Guide for QuickBooks
Additional Medicare Tax User Guide for QuickBooks Beginning tax year 2013, a new Additional Medicare Tax (a provision of the Affordable Care Act) of 0.9 percent applies to individuals Medicare taxable
More informationPayroll Processing Previous Tax Year Payslip Adjustments
Payroll Processing Previous Tax Year Payslip Adjustments Capturing of Adjustments for February in the Previous Tax Year In order to capture adjustments for previous Tax Years it is necessary to process
More informationCONTENTS CHAPTER 3 OPENING BALANCE
CONTENTS CONTENTS... 1 CHAPTER 3 OPENING BALANCE... 2 3.1 General Ledger... 2 3.2 Bank Reconciliation... 4 3.3 Account Payable / Account Receivable... 6 3.4 Print Opening Balance listing.... 9 1 CHAPTER
More informationFirst-time employer s guide
First-time employer s guide Information you ll need if you re thinking of employing workers for the first time IR333 April 2018 Contents About this guide 3 Why paying tax matters 3 Are you an employer?
More informationSAS2000. Financial 2. Training Manual
SAS2000 Financial 2 Training Manual Tribal SchoolEdge Level 1, 17 Madden Grove RICHMOND VIC 3121 Support Centre: Web: https://support.schooledge.com.au/ Email: support.schooledge@tribalgroup.com Tel: 1300
More informationPayBiz Direct Debits
PayBiz Direct Debits 3/08/2017 Contents Direct Debits... 2 Debtor Setup... 2 Company Setup... 3 Batch Direct Debits... 4 Create the Direct Debit Export File... 5 Direct Debits Debtors (customers) can be
More informationEmployers handy guide. Free phone
Employers handy guide www.smartpayroll.co.nz Free phone 0800 10 10 38 You re an employer so what now? Whether you re employing staff for the first time or have taken over a business with current employees,
More informationPayroll in the land of the Long White Cloud
Payroll in the land of the Long White Cloud Chris Mar, Philip Sullivan & Brydon Tweedie (IRD) Datacom 2018 1 Same, Same but Different Datacom 2018 2 Are these Jandals or Thongs? Datacom 2018 3 Is this
More informationAttaché Payroll 2017/18. End of Year Procedures
Attaché Payroll 2017/18 End of Year Procedures Table of Contents Which Version of Attaché Do I Need to Process End of Year?... 4 Checking that All Operators have Exited Attaché... 5 Blocking Access to
More informationACS YEAR-END FREQUENTLY ASKED QUESTIONS. General Ledger
ACS YEAR-END FREQUENTLY ASKED QUESTIONS This document includes answers to frequently asked questions about the following ACS modules: General Ledger Payroll Accounts Payable Accounts Receivable General
More informationYou can get quick views of your account balances in Treasury Net, and also expand your view to include multiple balance reporting options.
Section III: City National Treasury Net Balance Inquiries You can get quick views of your account balances in Treasury Net, and also expand your view to include multiple balance reporting options. Dashboard
More informationChoice of superannuation fund guide
Choice of superannuation fund guide Welcome to the Choice of Superannuation Fund guide. This guide contains instructions on how to use your MYOB accounting software to meet the employer obligations introduced
More informationPayday Filing File Upload Specification 1 April 2019 to 31 March 2020
Inland Revenue Payday Filing File Upload Specification 1 April 2019 to 31 March 2020 This document is for Payday filing through myir and supports the Payroll Calculations & Business Rules Specification
More informationCentral Budget Entry Munis - Financials: Central Budget Entry
MU-FN-8-F, MU-FN-14-C Central Budget Entry Munis - Financials: Central Budget Entry CLASS DESCRIPTION This class will provide an overview of the Central Budget Entry program that is new to Munis version
More informationCash Management Balancing Cashier Tills
................................................................................................... Cash Management Balancing Cashier Tills Pharmacy Technology Solutions Issued July 2014 Cash Management
More informationEMPLOYEE SERVICES BENEFITS MODULE. PayChoice: America's Choice for Payroll
EMPLOYEE SERVICES BENEFITS MODULE 2 Employee Service Module Table of Contents 3 Part I Benefits Module 1 Benefits Prerequisites... 3 2 Accessing Benefits... 3 3 Administration... Benefits 4 Company Benefit...
More informationOpen MSI Budget Planning Module
MSI Budgeting Open MSI Budget Planning Module 1) Enter MSI password 2) Click OK Under Maintenance Menu, click on Budget Entry If you do not Tab you will pull up the entire chart of accounts which will
More informationTips & Tricks General Ledger Infinite Visions Enterprise Edition: General Ledger
Tips & Tricks General Ledger Infinite Visions Enterprise Edition: General Ledger CLASS DESCRIPTION Let s learn something new in the General Ledger module that can help with your daily data entry and also
More informationAll About the General Ledger
All About the General Ledger Overview In a typical month the main functions under the GL menu (General Ledger) you will use are to verify receipts entered and record them onto deposit slips, reconcile
More informationUnderstanding Tax Codes in Simply Accounting
Understanding Tax Codes in Simply Accounting www.prismbusinesstraining.com Understanding the Taxes and Tax Codes The tax code settings in Simply Accounting are found in the Setup menu on Simply s home
More informationASGARD. ewrap. AdviserNETgain user guide
ASGARD ewrap AdviserNETgain user guide hat s inside Asgard Infinity ewrap AdviserNETgain user guide About Infinity ewrap 3 Opening an Infinity ewrap account 6 Amending an Infinity ewrap account 8 About
More informationSage Bank Services User's Guide. May 2017
Sage 300 2018 Bank Services User's Guide May 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service
More information1 / 260. Introducing Kwik-Pay Payroll
Introducing Kwik-Pay Payroll Overview Kwik-Pay provides all of the basic employer reporting requirements of the tax office in a form that is reasonably easy to set up and operate. In only a few minutes
More informationOpening a QuickStart data file
6.112 MYOB AccountRight Plus v19.7 Revision Exercise 3 Lemon Motors is a vehicle sales yard that operates in suburban Perth, Western Australia. They specialise in the sale of new and second-hand Holdons,
More informationInsurer User Manual Chapter 9: Insurer Management
Insurer User Manual Chapter 9: Insurer Management 2017 HCAI Communications Table of Contents Chapter 9: Insurer Management General Business Rules... 4 Insurer Branch Management... 4 Adding a Branch...
More informationENTERING AUTOMOBILE FRINGE IN A SEPARATE PAYROLL: EMPLOYEE PAYING TAXES
ENTERING AUTOMOBILE FRINGE IN A SEPARATE PAYROLL: EMPLOYEE PAYING TAXES When calculating automobile fringe, you have the option to do so in a payroll cycle separate from your normal payroll. If you choose
More informationMyridas Financial Enhancements User Guide
Myridas Financial Enhancements User Guide Version 12 for Dynamics GP 2013 Document version: 1.0 Date: 31 st March 2013 CONTENTS Contents CONTENTS... 2 FINANCIALS ENHANCEMENTS... 3 SETUP... 3 1. PAYMENT
More informationCashflow Management & Forecasting Module
Cashflow Management & Forecasting Module Introduction The careful management of your cashflow is fundamental to managing your business, especially in these more difficult economic times. Depending on your
More informationProcessing Customer Credit Memos and Refunds
Processing Customer Credit Memos and Refunds If a job completed for a customer requires the processing of a refund or credit you can create a credit memo for the customer that will be reflected on the
More informationWestpac WinTrade User Guide. Trade Finance. Westpac Banking Corporation ABN incorporated in Australia (New Zealand division).
Westpac WinTrade User Guide Trade Finance Westpac Banking Corporation ABN 33 007 457 141 incorporated in Australia (New Zealand division). Westpac Banking Corporation 2008 This document is copyright protected.
More informationFringe benefit tax return guide 2010
IR 425 December 2009 Fringe benefit tax return guide 2010 The information in this guide is based on current tax laws at the time of printing. www.ird.govt.nz Go to our website for information, services
More informationMYOB EXO Employer Services NZ Edition Release Notes
MYOB EXO Employer Services NZ Edition 2010.03 Release Notes Disclaimer Information supplied by the member companies of the MYOB group (whether in user documentation and other literature, video or audio
More informationYear 2016: Sage BusinessWorks Year End Tips Guide
Year 2016: Sage BusinessWorks Year End Tips Guide Table of Contents Topic Page Year 2016: Sage BusinessWorks Year End Tips Guide... 1 Table of Contents... 1 Year 2016: Year End Tips for Sage BusinessWorks...
More informationChapter Three Setting up General Ledger
How to Restore Your Back up File: Chapter Three Setting up General Ledger Click File - Click Restore - Click Browse - Select Drive - Select Folder - Select the File - Click Open - Click Next - Tick New
More informationSetting Up Custom Line Functions
Setting Up Custom Line Functions To set up EXO Business for Custom Line Fields: 1. Add fields to the EXO Business database to hold the CLF data. 2. Set up the Extra Fields that will be used by the CLF
More informationSetting up Dept Budgets in Spider
Setting Up Department Budgets in Spider Introduction PCSchool provides the facility for Heads of Department (HOD) to view their department budgets and drill down on income and expenditure totals. Financial
More informationSage Bank Services User's Guide
Sage 300 2017 Bank Services User's Guide This is a publication of Sage Software, Inc. Copyright 2016. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names
More informationNEST Pension File Creation
NEST Pension File Creation Introduction... 2 NEST configuration... 3 Company configuration... 3 Employee Details configuration... 3 NEST Enrolling Workers... 4 Create a NEST Enrolling Workers file:...
More informationlarge enterprises update Inland Revenue s corporate update
large enterprises update Inland Revenue s corporate update 2011 income tax filing season Issue No 17 November 2011 IR 785 With the 2011 filing year halfway through, now is a good time to think about return
More informationReference Document. Customer Refunds
Document Overview This document is being provided to explain how to generate a refund check to a customer. This document explains the process, setup involved and how the transaction affects the general
More informationBudget Development in BannerWeb
Budget Development in BannerWeb BannerWeb can be accessed directly from the Middlebury College and MIIS homepages, which bring you first to Banner Self-Service. Or from your web browser, type go/bw. Login
More informationQUICKBOOKS BY INTUIT STUDENT VERSION ACCOUNTING SOFTWARE SUPPLEMENT FOR CHAPTER 1
THE KNOWLEDGE BUREAU 2011 QUICKBOOKS BY INTUIT STUDENT VERSION ACCOUNTING SOFTWARE SUPPLEMENT FOR CHAPTER 1 COMMONALITIES OF BOOKKEEPING FOR VARIOUS BUSINESS ENTERPRISES OUR PRACTICAL GOAL: Here is what
More informationPAYSLIP : GRANTING LOANS AND ADDING OF INTEREST ON OUTSTANDING BALANCE
PAYSLIP : GRANTING LOANS AND ADDING OF INTEREST ON OUTSTANDING BALANCE Instalments of loans granted to employees can be recovered using the payroll. The correct procedure is to firstly add the loan, indicate
More informationMYOB Exo Employer Services
MYOB Exo Employer Services Australian Edition 2017.01 Release Notes Contents Introduction 1 Installation 2 Pre-Install Requirements 2 Installing Exo Employer Services 2 Check the Release 2 New Features
More informationAttaché Payroll 2014/15 End of Year Procedures
Attaché Payroll 2014/15 End of Year Procedures Table of Contents Which Version of Attaché Do I Need to Process End of Year?... 4 Checking that All Operators have Exited Attaché... 5 Blocking Access to
More information2012 Payroll Tax Withholding Tables
2012 Payroll Tax Withholding Tables Included in this document are examples of the screens with the new rates. For the following tax rate changes, within WinPAY, choose FILE SETUP TAX TABLES. Choose OPEN
More informationPenalties and interest
IR240 July 2018 Penalties and interest What you need to know if you don't file or pay on time Contents About this guide 3 Why paying tax matters 4 Why we charge penalties and interest 5 How we calculate
More informationA Guide to Month-end & Year-end Accounting
A Guide to Month-end & Year-end Accounting Version 2015.2 Page 1 Contents Structure of Xebra Accounting After you have reconciled all your Bank Accounts: Reports - General Ledger Balance - Accrual Basis
More informationHyper Drive Information Technologies Pvt. Ltd Financial Accounting
Hyper Drive Information Technologies Pvt. Ltd Financial Accounting Financial Accounting Accounting plays very important role in any business. The major importance of financial accounting is the recording
More informationIQ DEBTORS INTEREST CHARGING
IQ DEBTORS INTEREST CHARGING PREFACE This is the guide for IQ Retail (PTY) Ltd Accounting Software Systems. It will cover in detail, the technical aspects which are applicable to the IQ Enterprise 7 Accounting
More informationAssociated Connect. Reference Guide: Quick Payments
Associated Connect Reference Guide: Quick Payments Page 2 of 14 Quick Payments Use the Quick Payments service to send, save and manage your ACH payments. Depending on your configuration, you can use Quick
More informationIntroducing AP Payment Manager MUNIS - Financials: Accounts Payable
Introducing AP Payment Manager MUNIS - Financials: Accounts Payable CLASS DESCRIPTION This session will focus on the new functionality of the AP Payment Manager. Not your momma s check run process; the
More informationPEACHTREE COMPLETE 2009 WORKSHOP 4 PETE S MARKET
PEACHTREE COMPLETE 2009 WORKSHOP 4 PETE S MARKET Mini Practice Set Completing First Quarter Payroll for Pete s Market This workshop adds to Peachtree skills learned in Workshops 1 through 3 so complete
More informationMYOB Advanced. Release Notes
MYOB Advanced Release Notes 2017.1.13 Contents Introduction 1... 1 Installing this Release... 1 New Features 2 Payroll Compliance Updates... 2 Single Touch Payroll... 2 Setting up STP... 2 Submitting Data
More informationPosting Deposits in Munis Monroe County, WI
2014 Posting Deposits in Munis Monroe County, WI The Treasurer s Office is responsible to the proofing and posting of receipt batches. This documents outlines the daily deposit procedure in Munis. Staff,
More informationREMOVING A BAD DEBT BALANCE FROM ACCOUNTS RECEIVABLE
FINANCE AND ACCOUNTING Tutorial: REMOVING A BAD DEBT BALANCE FROM ACCOUNTS RECEIVABLE How to assign a reserve to outstanding customer invoices and create a bad debt receipt. Contents Customers with uncollectable
More informationKiwiSaver and Superannuation policy
1 of 7 KiwiSaver and Superannuation policy National is committed to keeping the KiwiSaver scheme and making it an enduring and affordable scheme for members, employers, and taxpayers. National is committed
More informationReference guide for small businesses
Small Business Superannuation Clearing House Reference guide for small businesses Contents Employer registration initial registration 2 Employer registration finalising registration 13 Employer default
More informationThe tax implications of pay, salary sacrifice, KiwiSaver and PIEs
The tax implications of pay, salary sacrifice, KiwiSaver and PIEs RPRC Briefing Paper 06/2007 ------------------------------------------------------------------------------------------------------- Introduction
More informationSection 15 Direct Debit Payment
Section 15 Direct Debit Payment The following instructions explain how to set up a direct debit account and make a payment in ESS. Setting Up a Direct Debit Account STRS Ohio s preferred payment method
More informationSoft mandatory systems
Soft mandatory systems National soft mandatory savings schemes have been proposed for New Zealand (the Kiwisaver) and the United Kingdom (the National Pension Savings Scheme or NPSS). Below are brief summaries
More informationWeb-Based Budgeting Departmental User Manual
North Dakota State University Web-Based Budgeting Departmental User Manual PeopleSoft Web-Based Budgeting (WBB) 4-18-2018 Web Based Budgeting Departmental Operating Budget Entry for Non-Appropriated Funds
More informationTax agents' guide for migrants and returning New Zealanders
Tax agents' guide for migrants and returning New Zealanders Helping your clients with international tax IR1069 April 2016 Classified Inland Revenue - Public Contents About this guide 1 How New Zealand's
More informationDeposit Slips - Australia
Deposit Slips - Australia Contents About Deposit Slips Enabling Deposit Slips Recording Receipts Creating Deposit Slips Deposit Slip Templates Including Deposit Slips in Bank Reconciliation Reporting About
More informationMicrosoft Dynamics GP2013 Year-End Closing Questions and Answers
Microsoft Dynamics GP2013 Year-End Closing Questions and Answers Table of Contents Year End Questions - General... 2 Receivables Management... 3 Payables Management... 4 Inventory Control... 5 Fixed Asset
More informationLesson Thirteen Using General Journal and Banking Tasks
Lesson Thirteen Using General Journal and Banking Tasks The General Ledger is updated by each journal in Sage 50 as transactions are posted. The General Journal Entry task can be used to affect accounts
More informationStandard ERP Cheques Version 8.0, Mac OS December 2014
Standard ERP Cheques Version 8.0, Mac OS December 2014 Table of Contents CHEQUE MODULE OVERVIEW...3 SETUP...4 Account Usage, Cheques...4 Cheque Control Accounts...4 Cheque Settings...6 Clearing Days...6
More informationSetting up pays in-house payroll
Quick lesson For more information, see Help > Contents > Payroll > Processing payroll in-house. Setting up pays in-house payroll Goal: Learn how to set up and use different types of pay, which are called
More informationHow to Write off Bad Debt in ServiceTitan and QuickBooks (Desktop)
How to Write off Bad Debt in ServiceTitan and QuickBooks (Desktop) Who should use this guide: Accountant Anyone in the office responsible for QuickBooks setup or exporting to QuickBooks. Overview During
More informationTerminating an Employee in QuickBooks QBi
Reckon Ltd ACN 003 348 730 Locked Bag 15 PO Broadway NSW 2007 Australia Please Note: While we try to provide you with the solution you need, we can t promise that the information set out below is totally
More informationCash Receipt. Cash receipt is part of the Sales ledger and so is found in the Sales Ledger drop down menu.
Cash Receipt HOW TO... Cash receipt is part of the Sales ledger and so is found in the Sales Ledger drop down menu. Single click on Cash Receipt will open the Cash Receipt window below. Select the date
More informationFEES REFERENCE DATA QRG
FEES REFERENCE DATA QRG 1. Introduction This Quick Reference Guide focuses on how to create and maintain fees Reference Data in Client. It includes guidance that is specific to Smart & Skilled Offerings.
More informationNextGen Month End & Fiscal Year End. NextGen Period (Month) End. NextGen Month End. NG Financial Management - Month End & Fiscal Year End 3/25/2015
NextGen Month End & Local Government Corporation NextGen Period (Month) End NextGen Month End Reprinting/Saving Period End Reports 1 From the menu select Financial Management, Period End, and then Period
More informationMicrosoft Dynamics GP Year-End Close. Manual
Microsoft Dynamics GP Year-End Close Manual 2017 Contact FMT Consultants Support Customer Care customercare@fmtconsultants.com (760) 930-6400 option 1 Sales Felipe Jara fjara@fmtconsultants.com (760) 930-6451
More informationMYOB EXO Payroll EOFY Good Practice Guide
MYOB EXO Payroll 2015 EOFY Good Practice Guide Momentum Software Solutions support@momentumss.com.au Momentum provide Support for all MYOB EXO Business and Employer Services modules Level 5, Ocean Central,
More informationSeparately Managed Accounts. ANZ Trustees Investment Management Service Private Portfolios. Investor User Guide
Separately Managed Accounts ANZ Trustees Investment Management Service Private Portfolios Investor User Guide Contents Audience... 2 Objectives... 2 Related documentation... 2 Before you begin... 2 Disclaimer...
More informationMSI Fiscal Year End Processing
MSI Fiscal Year End Processing User s Guide Harris Local Government 1860 W. Winchester Road, Ste 204 Libertyville, IL 60048 Phone: (847) 362-2803 Contents are the exclusive property of Harris Local Government
More informationSetting up and using the accounting module will give you detailed accounting and financial reporting.
CHAPTER 6 ACCOUNTING To get the most out of the financial aspects of Campground Manager Astra, you should set up the Accounting module using either Cash Basis or Accrual Accounting depending on the method
More informationPractice Express 3.0 Update September 25, 2006
Alpha Inquiry Change Patient (Patient File Maintenance) Added new field: Cell Phone#. It is on the right directly below Work Phone Ext. New feature: Contact Information. You now have the capability of
More informationComputer Data Resources (CDR) Ltd.
Computer Data Resources (CDR) Ltd. Visual Payroll User Guide: Table of Contents Item Page Basic Operations 2 Setting Up Users 7 Employees 11 Create Pay Records 28 Pensions 39 Electronic Banking 45 Setting
More information