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Differences
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spay:userguide:employee_edfadj [2011/02/02 13:47] aozeer |
spay:userguide:employee_edfadj [2020/06/05 15:22] (current) mclement |
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- | * **First Employment:** Flag is activated when employee starts working for the first time in the current fiscal year | + | * **First Employment:** Flag is activated when employee submits an EDF for the first time in the current fiscal year |
* **Pensioner:** Flag is activated if employee is more than 60 years of age | * **Pensioner:** Flag is activated if employee is more than 60 years of age | ||
* **Tax Exemption:** Flag is activated to force the system not to calculate tax for the employee | * **Tax Exemption:** Flag is activated to force the system not to calculate tax for the employee | ||
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An EDF adjustment is done when the employee changes <fc #6495ed>Income Exemption Threshold</fc> category, i.e there is a change in the number of dependents of the employee and this, as from the 2nd month of the fiscal year | An EDF adjustment is done when the employee changes <fc #6495ed>Income Exemption Threshold</fc> category, i.e there is a change in the number of dependents of the employee and this, as from the 2nd month of the fiscal year | ||
- | {{:spay:usermanual:empedf2.jpg|}} | + | {{:spay:userguide:edfadj2.jpg|}} |
The pointer must be positioned on the employee EDF record first then, input the following in the EDF adjustment form: | The pointer must be positioned on the employee EDF record first then, input the following in the EDF adjustment form: | ||
* **Adj. No.:** Input the numeric sequence of the adjustment | * **Adj. No.:** Input the numeric sequence of the adjustment | ||
* **Total Tax Deduc.:** Input the new E.D.F amount as per the new E.D.F Category | * **Total Tax Deduc.:** Input the new E.D.F amount as per the new E.D.F Category | ||
+ | * **Additional Exemption.:** Input the same amount found on top of screen for this same employee (if there is an amount - else this would be zero) | ||
+ | * **Interest Relief.:** Input the same amount found on top of screen for this same employee (if there is an amount - else this would be zero) | ||
* **E.D.F Date:** Input the date specified on the new E.D.F form | * **E.D.F Date:** Input the date specified on the new E.D.F form | ||
* **Periods left:** The number of periods left over the current fiscal year as from the adjustment date is displayed automatically | * **Periods left:** The number of periods left over the current fiscal year as from the adjustment date is displayed automatically |