Change a Payees Medicare Details

Aimee Slatter

Jun 14, 2024

574

🎯 Medicare Details is DISABLED and cannot be selected if the Payees Tax File Number is 333-333-333.

Select Payees.

Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.

Once the Payee has been located, select Actions > Edit.

🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.

Select Taxation and Medicare.

Navigate to Medicare and select the relevant options per the Payee's completed Medicare Levy Variation Declaration (NAT 0929).

👉 If the Payee answered Yes to Question 4. Select Increase the amounts withheld to cover the Medicare levy surcharge, then the relevant percentage.

👉 If the Payee answered Yes to Questions 5 and 6, select Medicare Levy Exemption then Half.

👉 If the Payee answered Yes to Questions 5 and 7, select Medicare Levy Exemption then Full.

👉 If the Payee answered Yes to Question 8, Question 9 and/or 12, select Medicare Levy Reduction, then Spouse and/or Dependent Children.

👉 If the Payee answered Yes to Questions 5, 6, 8, 9 and/or 12, select;

Medicare Levy Exemption then Half.
Medicare Levy Reduction then Spouse and/or Dependent Children.

Select Save.