Summary
Description
The number of Medical Aid beneficiaries can be changed for the history periods on the Medical Aid History screen. This will then recalculate the Medical Aid Tax Credit accordingly. You can also make a history period Inactive if required.
Resolution
On the Navigation pane:
Expand Employee Management
Double-click on Employees
Select the Employee record
Click on Payslip Detail
Select Medical Aid History
To backdate the amount of Beneficiaries:
Active
When you enter the employee’s medical information including Private Medical Aid amounts in the current period, the checkbox next to the current month will automatically be checked. If the Medical Aid must be backdated to previous pay periods for the current Tax Year, check the checkbox next to the applicable months.
Total Beneficiaries
The total number of beneficiaries default from the beneficiaries defined on the Beneficiaries tab of the employee’s Contracts and Benefit Funds screen.
If the employee has a Private Medical Aid, you must enter the number of beneficiaries on the Employee Rule screen.
Changing the Active status:
If you have entered information incorrectly and would like the Medical Aid History to default to as it was in the applicable months, you can Rebuild from History Payslips.
To do this: