Change a Payees Tax Free Threshold setting
Jun 13, 2024
718
🎯 Tax Free Threshold is only available if Tax Treatment = Regular.
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.
Select Taxation and Medicare.
Select or deselect Tax Free Threshold per the Payee's returned Tax File Number Declaration (NAT 3092) or Withholding Declaration (NAT 3093).
Select Save.
