Access WageEasy has a lump sum payment wizard, which allows for the payment of a lump sum item with tax calculated at marginal rates. The lump sum wizard is useful for bonus payments, commissions, and back pay.
Go to Wages, and select the Employee.
Select Next to go to the Adjustments screen.
Select Lump Sum on the left and click Add at the top of the screen. This will open the Lump Sum Payment Wizard.
Select Next and enter a Description, or select one from the drop-down. Leave Category blank. In the STP2 Phase 2 section, select the correct Reporting Group and Reporting Sub Group.
Click Next. If you select Lump Sum Payments (for back pay), Lump Sum E, you need to allocate a year the lump sum belongs.
The Amount is the lump sum value to be paid. If the superannuation guarantee is to be calculated on top tick, Include in Superannuation Calculation.
Click Next.
Select Date Range: WageEasy will count either:
The number of Pay Periods (PPEs) or
The number of employee payslips with this date range, depending on the option selected.
Under Taxation Date Handling:
Choose a Calculation Method:
Use PPE count between selected dates:
Use this option when the employee is paid regularly.
Employee: Full-time Part-time, paid weekly, fortnightly or monthly.
Bonus amount: $10,000.
Date Range: 01/01/2026 to 31/03/2026.
Pay frequency: Weekly for this example.
Pay periods in range: 12 weeks.
Calculation = $10,000/12 weeks = $833.33 per pay.
$833.33 is added to each weekly pay.
Tax is calculated as part of the employee's normal earnings for each pay.
2. Use employee payslip count between selected dates:
This option spreads the payment across the actual number of payslips generated for the employee within the selected date range.
Use this option when:
The employee may not receive a payslip in every pay period.
The employee has unpaid leave, commenced or terminated during the period.
Calculations work by counting the payslips issued between the selected dates.
The total amount is divided across those payslips.
Each portion is taxed based on the payslips earnings.
Important:
Tax is calculated marginally, based on the employee's earnings for each pay.
The selected method affects how the payment is distributed and taxed.
Ensure the date range correctly reflects the intended taxation period.
Click Next.
9. A Summary of the Tax Calculation will be shown. Next.
10. Select Print of the Lump Sum Details to keep on file. Next.
11. A short summary of the payment will be shown. Click Finish to complete the wizard and return to processing the pay slip.
Note: A Departmental, Lump Sum Payment report has been created and can be located in Reports, Department, Lump Sum Payments. These items will also appear in the Allowance column of the Gross Payment Reconciliation report and Payroll Cross Check reports.