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HandiTax - Employer lump sum payments in HandiTax

Updated over a month ago

To enable data to prefill into Item 3 - Employer lump sum payments in an Individual tax return:​

  1. Enter the applicable figures in the  Lump A fields at Item 1:

    • Enter the Lump sum A amount.

    • Enter the amount of tax withheld from Lump sum A amount paid for unused annual leave and long service leave after 15/08/1978.

    • Enter the type of Lump sum payment A. R - Where payment was for a genuine redundancy, invalidity or under an early retirement scheme or
      T - Where payment was not a payment for a genuine redundancy, invalidity or under an early retirement scheme.

  2. Enter the applicable figures in the Lump B  fields at Item 1:

    • Enter Salary or wages lump sum B.

    • Enter the Salary or wages lump sum B tax withheld.

  3. Click Save item and the software will automatically transfer to Item 3.

    Employer lump sum payments

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