Managing Tax Exemptions

Accessing the Tax Exemptions Module

1. Log into XandaPay.
2. Navigate to the Payroll section in the left-side menu.
3. Click on Tax to expand the options.
4. Select Exemptions to open the tax exemption management screen.

Adding a New Tax Exemption

1. Click on the New Tax Exemption button at the top of the screen.
2. In the Edit Tax Exemption form:
   • Select the Employee from the dropdown list.
   • Choose the Tax Rule ID (e.g., Social Security Employee, Social Security Company).
   • Enter the Start Date and End Date of the exemption.
   • Provide the Exempt Reason (e.g., "Receives pension", "Exempted by Age").
3. Click Save to apply the exemption.

Editing an Existing Tax Exemption

1. In the tax exemptions list, find the employee whose exemption you want to edit.
2. Click on the linked Tax Code to open the exemption details.
3. Make necessary changes to the fields (e.g., update the End Date if the exemption is extended).
4. Click Save to confirm the changes.

Voiding a Tax Exemption

1. Open an existing tax exemption record.
2. Check the Voided box if the exemption is no longer applicable.
3. Click Save to apply the change.

Cloning a Tax Exemption

1. Open an existing tax exemption record.
2. Click the Clone button to duplicate the exemption details.
3. Select a different Employee (if applicable).
4. Adjust the Start Date, End Date, and Reason as needed.
5. Click Save to confirm the new exemption.

Deleting a Tax Exemption

1. Open the exemption you wish to remove.
2. Click Delete at the top of the screen.
3. Confirm the deletion when prompted.

Key Considerations

• Employees must meet the exemption criteria before being added to the system.
• The Start Date and End Date should align with the company’s tax policies.
• Only authorized personnel can manage tax exemptions.

With these steps, you can efficiently manage employee tax exemptions in XandaPay. 🚀