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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.
In Tax Treatment, select Seniors and Pensioners.
The following alert will be displayed;
Select Ok.
Confirm the following fields match the Tax File Number Declaration (NAT 3092). Withholding Declaration (NAT 3093) or Withholding declaration – short version for Seniors and Pensioners (NAT 5072).
In Senior Australians and Pensioners Tax Offset (SAPTO), select the relevant option per Question 8 in Withholding Declaration (NAT 3093) or Question 6 in Withholding declaration – short version for Seniors and Pensioners (NAT 5072).
Make any changes as necessary. Then, select Save.
