Managing Taxable Allowance Pairs

Accessing Taxable Allowance Pairs

1. Log in to XandaPay Enterprise.
2. Navigate to Payroll in the left-side menu.
3. Expand the Tax section and click Taxable Allowances to view existing taxable allowance pairs.

Understanding the Taxable Allowance Pairs List

The displayed list includes key details for each taxable allowance pair:

• ID – Unique identifier for the taxable allowance pair.
• Rule Code – The pay rule code linked to the taxable allowance.
• Tax Code – The tax rule associated with the allowance.
• Active? – Indicates whether the taxable allowance pair is currently active.
• Start Date – The date the taxable allowance pairing becomes effective.
• End Date – The date the taxable allowance pairing expires.

Creating a New Taxable Allowance Pair

1. Click the New Taxable Allowance Pairs button at the top.
2. In the form that appears:
   • Select the Pay Rule Code (e.g., Meal Allowance, Travel Allowance).
   • Choose the Tax Rule Code to which the pay rule applies.
   • Set the Active Status (checked for active pairs).
   • Enter the Start Date and End Date as needed.
3. Click Save to create the new taxable allowance pair.

Editing an Existing Taxable Allowance Pair

1. Locate the taxable allowance pair in the list.
2. Click on the record to open its details.
3. Modify the necessary fields such as:
   • Pay Rule Code
   • Tax Rule Code
   • Active status
   • Start or End Date
4. Click Save to apply changes.

Deleting a Taxable Allowance Pair

1. Open the taxable allowance pair you want to remove.
2. Click the Delete button.
3. Confirm the deletion if prompted.

💡 Tip: If an allowance pair is no longer needed but may be required later, consider deactivating it instead of deleting it.

Example Use Case: Meal Allowance Taxation

• A Dinner Allowance is subject to Income Tax for employees.
• A taxable allowance pair links DINNER (GL=51027) to INC_EMP - Income Tax Employee.
• Ensures tax deductions are applied correctly during payroll calculations.

Best Practices

✔ Ensure taxable allowance pairs comply with government tax regulations.
✔ Regularly review taxable allowances for accuracy.
✔ Use clear rule codes for easy identification.
✔ Avoid duplicate taxable allowance pairs to prevent miscalculations.

By properly managing taxable allowance pairs, payroll administrators can ensure compliance and accuracy in payroll tax calculations. 🚀