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General examples

Last updated 12 October 2020

Example 1

Employee's weekly earnings are $1,103.45. Employee has completed a Tax file number declaration claiming the tax-free threshold. The employee has also provided a Medicare levy variation declaration with five children shown at question 12.

Therefore, scale 2 is applied.

x = 1,103.99

Weekly withholding amount (y)

= (a × x) − b

= (0.3477 × 1,103.99) − 186.2119

= 197.6454 or $198.00 (rounded to nearest dollar)

Levy adjustment: weekly earnings are greater than WFT ($1,079.60) and less than the SOP ($1,349) appropriate to an employee with five children. Formula (3) applies.

= (1,079.60 × 0.0200) – ([1,103.99 − 1,079.60] × 0.0800)

= 21.5920 − 1.9512

= 19.6408 or $20.00 (rounded to nearest dollar)

Net weekly withholding amount

$198.00 − $20.00 = $178.00

Example 2

Employee's fortnightly earnings are $1,110.30. Employee resides in zone B, has provided a Tax file number declaration that claims the tax-free threshold and a Withholding declaration that claims zone and tax offsets at the tax offsets questions that totals $1,645. The employee has also lodged a Medicare levy variation declaration claiming a full exemption from the Medicare levy.

Therefore, scale 5 is applied.

Convert to weekly equivalent

= (1,110.30 ÷ 2)

= 555.15 or $555 (ignore cents)

x = 555.99

Weekly withholding amount (y)

= (a × x) − b

= (0.1900 × 555.99) − 68.3462

= 37.2919 or $37.00 (rounded to nearest dollar)

Fortnightly withholding amount

$37.00 × 2 = $74.00

Tax offsets claimed at the tax offsets questions on the Withholding declaration

= 3.8% of $1,645

= 62.5100 or $63.00 (rounded to nearest dollar)

Net fortnightly withholding amount

$74.00 − $63.00 = $11.00.

Example 3

Employee's monthly earnings are $4,500.33. Employee has provided a Tax file number declaration claiming the tax-free threshold and claimed a total tax offset of $1,365 at the tax offsets question on the Withholding declaration. The employee has one child but is not eligible for a Medicare levy adjustment. The weekly equivalent of the employee’s earnings exceeds the Medicare levy SOP of $1,009 appropriate to an employee with one child.

Therefore, scale 2 is applied.

Convert to weekly equivalent

= ($4,500.33 + 0.01) × 3 ÷ 13

= 1,038.5400 or $1,038 (ignore cents)

x = 1,038.99

Weekly withholding amount (y)

= (a × x) − b

= (0.3477 × 1,038.99) − 186.2119

= 175.0449 or $175.00 (rounded to nearest dollar)

Monthly withholding amount

$175.00 × 13 ÷ 3 = $758.33 or $758.00 (rounded to nearest dollar)

Tax offset claimed

= 8.3% of $1,365

= 113.2950 or $113.00 (rounded to nearest dollar)

Net monthly withholding amount

$758.00 − $113.00 = $645.00

End of example

QC63798