Add a Tax Threshold in HRM

Define tax threshold entries to support income-based payroll logic, benefit eligibility, and financial reporting — adaptable to any sector or jurisdiction.

🔐 Access Control

• Only Admin users or staff with payroll setup permissions can add or edit tax thresholds
• From the Dashboard, use the side menu to navigate: HRM → System Setup → Tax Thresholds

🧭 Step-by-Step: Add a Tax Threshold

1️⃣ Open Tax Threshold Setup

• Navigate to the Tax Thresholds section under System Setup
• Click the ➕ icon to open the “Create Tax Threshold” form

2️⃣ Enter Threshold Details

• Description*: Enter a clear label for the threshold — examples include:
  • Tax Threshold Analyst, Tax Threshold Manager, Threshold Administrator
  • Low-Income Threshold, High-Earner Cap, Benefit Eligibility Cutoff
  • Annual Income Limit, Rebate Eligibility, Tax-Free Band
• Amount*: Enter the monetary value that defines the threshold (e.g. 20000, 25000)
  • This amount may be used to trigger tax logic, rebate eligibility, or benefit rules

3️⃣ Save the Tax Threshold

• Click Create to add the threshold entry
• The new entry will appear in the list with action icons:
  • 🖊️ Edit
  • 🗑️ Delete

✅ Best Practices

• Use descriptive labels that reflect the purpose or policy linked to the threshold
• Ensure threshold amounts are consistent with payroll logic and benefit rules
• Review threshold entries quarterly to reflect policy changes or inflation adjustments
• Avoid vague names like Threshold 1 — be specific for audit and reporting clarity
• Coordinate with finance or compliance teams to ensure alignment with tax models