Salesperson v Employee

[lidice]

We have Salespersons that are set up as Employees (we don't pay a wage to them, they invoice us) and when we are checking the payroll status in STP they show up as needing address, TFN, etc.

Is there any way you can have a Salesperson set up so that we can still run Sales Reports??

I have seen a previous post with a reply to change the "employment basis" to "other" but that doesn't clear it from the check payroll list.

Is there another way?

[Emily_B · Accepted solution]

Hello @lidice 

The information given in the other posts on this topic is correct. If you have an Employee Card but you are not required to report on that person for Payroll Reporting (STP) you can set their Employment Basis to be Other. This can be done from within the employee's card via Card File >> Cards Lists >> *Select the employee's card* >> Payroll Details tab >> Personal Details >> Employment Basis - Other.

Note that there is Employment Status and Employment Basis - it is Employment Basis that must be set to 'Other' (Employment Status can be anything). Additionally, if a tax file number is not provided or not required, set their tax file number on their card to be 000 000 000. This is the substitute TFN where the payee chose not to quote a TFN.

Select 'Check Payroll Details' then, as this will ensure that the information is rechecked before you can proceed. Note: you can enter a dummy address as well if need be.