Change a Payees Tax Treatment to Regular
Jun 13, 2024
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🎯 This procedure should only be followed if the Payee has returned a Withholding declaration (NAT 3093) or a Withholding declaration – short version for Seniors and Pensioners (NAT 5072) where they have indicated they no longer wish to claim the Senior Australians and Pensioners Tax Offset (SAPTO).
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 Regular.
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).
Make any changes as necessary. Then, select Save.
