Ceasing Australian Taxation Office (ATO) tax deductions 103-08030020

If the customer wishes to cease tax deductions from:

• Income support payments, go to Step 2.
• Parental Leave Pay (PPL), see Customer notifies a change of circumstances for Parental Leave Pay (PPL). Note: if the customer receives payments from their employer, they will need to contact their employer to discuss their tax rate. Procedure ends here.

Action the cancellation request on the customer's record.

• Go to the Payment Instruction Summary (PINS) screen.
• Select the tax deduction line to go to the Tax Instruction (PITX) screen.

Note: The system that the PITX instruction has been made against must be selected before coding can be actioned.

• Code '0' (zero) in the Requested Deduction P.F. $: or P.F. % field.
• Enter the date of effect in the Effect Date: field.
• Code the Source: field with a valid code:
• PHO if advised over the phone
• COS if advised over the counter
• LET if advised by letter
• Code the DOR: field.
• Press [Enter].
• Type 'Y' in the Confirm: field, press [Enter]. The PINS screen is displayed.
• Type 'Y' in the Finished: field, press [Enter].

Record the details on a DOC, including the following:

• Australian Taxation Office (ATO) tax deduction has ceased
• the date of effect
• the source of the request