Record education benefits and school fee instalments

An education record needs to show who benefits, how the fees are funded, what the employer actually spends, and what value may be assessed under the active statutory pack. These figures can differ. A fee waiver is not a cash payment, and an employee contribution is not automatically a payroll deduction.

Before you begin

Obtain the approved school or institution arrangement, the child identifier, fee evidence, contribution terms, currency, and payment or term dates. Confirm whether the employer pays the school, reimburses the employee, or waives fees at an employer-operated institution.

Steps

1. Open the education evidence record

   In Employees, choose Edit employee, open Benefits, and add or edit an Education assignment. Enter the child identifier, school, relationship, currency, benefit date, effective period, and evidence status requested by the form.

2. Choose the funding mode

   Set Benefit funding to Employer pays the school, Reimburse the employee, or Fees are waived. The form shows the cash fields that apply to that mode. For an unscheduled cash-funded record, enter the payment date.

3. Separate the financial values

   Record Employer actual cost, Employee contribution, and Benefit value before statutory adjustments as supported by evidence. For cash-funded arrangements, enter Employer cash amount. For reimbursement, enter the employee reimbursement included in employer cash; do not add it to the cash total a second time.

4. Schedule multiple fee instalments

   Turn on Use a recurring schedule for a continuing arrangement. Use Explicit instalment dates for actual school-term dates, with each due date and its amount types. Alternatively, use an annual commitment with the supported regular schedule. Review the next dates and calendar-year totals before saving.

5. Save and review the outcomes

   Save the record and Save changes on the employee form. Review the resulting payroll lines and Payroll forecast. Check employer expense, company cash, employee-funded amount, and benefit valuation separately.

How the values are used

Value	What it describes
Employer actual cost	The employer-funded expense, including an applicable cost of waived fees.
Employer cash amount	Cash funding for the school or employee, when money is paid.
Employee reimbursement (included)	The employee-directed part of company cash in reimbursement mode.
Employee contribution	The portion borne by the employee; collection through payroll requires its own configured treatment.
Benefit value	Evidence for statutory valuation; the active pack determines the taxable result.

Multiple instalments for one child can fall in one payroll period. Review the combined calculation while retaining each instalment’s date and evidence. The child-based treatment counts the child, not the number of instalment rows. A forecasted or scheduled fee does not confirm that a school or employee was paid.