PAYE - Technical

PAYE - Technical



PAYE 2026 Calculation Manual

A guide to Pay-As-You-Earn (PAYE) tax calculations for bimonthly, fortnightly, weekly, and monthly employees in 2026.


1. Introduction

Pay-As-You-Earn (PAYE) is the system by which employers withhold income tax from employees' wages. Tax is calculated on taxable income after applying statutory deductions (free pay), employee NIS contributions, and certain exemptions.
This manual explains how PAYE is calculated for bimonthly, fortnightly, weekly, and monthly pay frequencies in 2026.
Key changes in 2026: Tax thresholds are increased across all frequencies. The lower free pay, lower taxable limit, and lower taxable income limit are all higher in 2026 than in 2025. Tax rates remain unchanged at 25% (lower bracket) and 35% (upper bracket).
Default method for 2026: Overtime and child allowance use dynamic (month-to-date) tracking. The $50,000 monthly overtime exemption is shared across all pay periods in the same calendar month. Child allowance is stored per period per child, allowing accurate handling of mid-year changes (e.g. a child turning 18).


2. Core Concepts

Taxable Income

The gross salary or wages subject to tax, before applying statutory deductions. NIS (employee insurance contribution) is deducted from taxable income before the free pay is applied when determining chargeable income.

Lower Free Pay (Statutory Deduction)

The amount of income not subject to tax. For employees with income at or below the lower taxable income limit, this is a fixed amount per period. For higher earners, it becomes one-third of total taxable income.

Lower Taxable Limit

The portion of chargeable income that is taxed at the lower rate (25%). Any chargeable income above this limit is taxed at the upper rate (35%).

Lower Taxable Income Limit

The threshold above which the statutory deduction switches from the fixed lower free pay to one-third of total taxable income. This "one-third rule" reduces the effective free pay for high earners.

Tax Rates (unchanged 2025 to 2026)

Bracket
Rate
Applies to
Lower
25%
Chargeable income up to the lower taxable limit
Upper
35%
Chargeable income above the lower taxable limit


3. 2026 Thresholds by Frequency

Frequency
Lower Free Pay
Lower Taxable Limit
Lower Taxable Income Limit
Monthly
$140,000
$280,000
$420,000
Fortnightly
$64,615
$129,231
$193,846
Bimonthly
$70,000
$140,000
$210,000
Weekly
$32,308
$64,615
$96,923

2025 Thresholds (for comparison)

Frequency
Lower Free Pay
Lower Taxable Limit
Lower Taxable Income Limit
Monthly
$130,000
$260,000
$390,000
Fortnightly
$60,000
$120,000
$180,000
Bimonthly
$65,000
$130,000
$195,000
Weekly
$30,000
$60,000
$90,000


4. Dynamic Overtime (Default for 2026)

GRA grants a $50,000 monthly tax-free overtime limit. For bimonthly, fortnightly, and weekly employees, the default method in 2026 is dynamic: the full $50,000 is shared across all pay periods in the same calendar month.

How Dynamic Overtime Works

    Monthly ceiling: $50,000 per calendar month, regardless of how many periods fall in that month.
    Month-to-date tracking: The system stores how much tax-free overtime was used in prior periods of the same month (in employee_overtime_metas).
    Remaining limit: For the current period, the remaining limit = 50,000 − sum of prior periods' nontaxable overtime in that month.
    Override: The Builder passes this remaining amount as taxFreeOvertimeOverride to the PAYE compute class. The PAYE class uses min(actualOvertime, override).

Step-by-Step Logic (Dynamic Mode)

remainingLimit = 50,000 − priorPeriodsNontaxableOvertimeThisMonth
nonTaxableOvertime = min(actualOvertime, remainingLimit)
taxableIncome = taxableIncome − nonTaxableOvertime

Example: Weekly Employee, Dynamic Mode (4 weeks in January)

Week
Overtime
Remaining Limit
Tax-Free
Taxed
1
$20,000
$50,000
$20,000
$0
2
$20,000
$30,000
$20,000
$0
3
$20,000
$10,000
$10,000
$10,000
4
$20,000
$0
$0
$20,000
Total tax-free in January: $50,000 (optimized). Under static mode (fixed $11,538/week), only $46,152 would be tax-free.

Static Mode (Alternative)

Environment variables control the mode. Default is dynamic if not set:
Variable
Values
Default
MINTAGE_OVERTIME_BIMONTHLY
static or dynamic
dynamic
MINTAGE_OVERTIME_FORTNIGHTLY
static or dynamic
dynamic
MINTAGE_OVERTIME_WEEKLY
static or dynamic
dynamic
If set to static, each period gets a fixed portion:
Frequency
Static Limit per Period
Bimonthly
$25,000
Fortnightly
$23,077
Weekly
$11,538

Monthly Employees

Monthly employees always use $50,000 per month—no dynamic tracking needed.

Second Job Income

Same $50,000 monthly limit and dynamic logic apply to second job income (pro-rated per period when using static mode).


5. Dynamic Child Allowance (Default for 2026)

Child allowance is stored per period, per child in EmployeeChildAllowanceMeta. This allows:
  • Accurate handling when a child turns 18 mid-year (active only for periods before the 18th birthday)
  • Retroactive corrections when child data is updated
  • Per-period variation (e.g. child added or removed during the year)

Allowance Amounts by Frequency

Frequency
Child Allowance per Child (per period)
Monthly
$10,000
Bimonthly
$5,000
Fortnightly
$4,615
Weekly
$2,308

How It Works

    For each period, the system determines which children are active (under 18 at the period end date).
    The allowance amount for each active child is stored in EmployeeChildAllowanceMeta.output.
    The total child allowance for the period is summed and added to the employee NIS contribution before applying free pay.
    Chargeable income is reduced by this amount.

Formula

effectiveNIS = employeeNIS + totalChildAllowanceForPeriod
chargeableIncome = taxableIncome − effectiveNIS − statutoryDeduction
The totalChildAllowanceForPeriod comes from the sum of EmployeeChildAllowanceMeta.output for active children in that period, not from a simple numberOfChildren × rate unless no meta records exist.


6. Calculation Logic (Step-by-Step)

Step 1: Start with total taxable income.
Step 2: Subtract non-taxable overtime (dynamic mode is default).
remainingLimit = 50,000 − priorPeriodsNontaxableOvertimeThisMonth (dynamic)
nonTaxableOvertime = min(actualOvertime, remainingLimit)
taxableIncome = taxableIncome − nonTaxableOvertime
When dynamic mode is enabled, the Builder provides taxFreeOvertimeOverride = remaining limit. If static mode is used, the per-period limit applies (e.g. $23,077 fortnightly).
Step 3: Subtract non-taxable second job income (same logic as overtime).
Step 4: Add child allowance to employee NIS contribution.
effectiveNIS = employeeNIS + totalChildAllowanceForPeriod
totalChildAllowanceForPeriod is the sum of allowance amounts for active children in that period (from EmployeeChildAllowanceMeta).
Step 5: Determine statutory deduction (free pay).
If taxableIncome ≤ lowerTaxableIncomeLimit:
statutoryDeduction = lowerFreePay × periodWorked
Else:
statutoryDeduction = taxableIncome ÷ 3
Step 6: Check for no PAYE.
If taxableIncome < lowerFreePay:
PAYE = 0
If taxableIncome − effectiveNIS ≤ lowerFreePay:
PAYE = 0
Step 7: Calculate chargeable income and PAYE.
chargeableIncome = taxableIncome − effectiveNIS − statutoryDeduction

If taxableIncome ≤ lowerTaxableIncomeLimit:
PAYE = chargeableIncome × 25%
Else:
If chargeableIncome ≤ lowerTaxableLimit:
PAYE = chargeableIncome × 25%
Else:
lowerPaye = lowerTaxableLimit × 25%
upperPaye = (chargeableIncome − lowerTaxableLimit) × 35%
PAYE = lowerPaye + upperPaye


7. Worked Examples by Frequency

Fortnightly: $146,031 (no overtime, no children)

Assume employee NIS = $7,840 (from NIS 2026 first fortnight example).
  • Taxable income = $146,031
  • Lower free pay = $64,615
  • Chargeable = 146,031 − 7,840 − 64,615 = $73,576
  • 73,576 < 129,231 → all at 25%
  • PAYE = 73,576 × 25% = $18,394

Fortnightly: $250,000 (high earner)

Assume employee NIS = $7,840.
  • Taxable income = $250,000 > 193,846 → statutory deduction = 250,000 ÷ 3 = $83,333
  • Chargeable = 250,000 − 7,840 − 83,333 = $158,827
  • 158,827 > 129,231 → split brackets
  • Lower bracket: 129,231 × 25% = $32,308
  • Upper bracket: (158,827 − 129,231) × 35% = 29,596 × 35% = $10,359
  • PAYE = 32,308 + 10,359 = $42,667

Weekly: $70,000

Assume employee NIS = $3,920 (from NIS 2026 weekly example).
  • Lower free pay = $32,308
  • Chargeable = 70,000 − 3,920 − 32,308 = $33,772
  • PAYE = 33,772 × 25% = $8,443

Bimonthly: $160,000

Assume employee NIS = $7,840.
  • Lower free pay = $70,000
  • Chargeable = 160,000 − 7,840 − 70,000 = $82,160
  • PAYE = 82,160 × 25% = $20,540

Monthly: $300,000

Assume employee NIS = $15,680 (monthly equivalent).
  • Lower free pay = $140,000
  • 300,000 < 420,000 → use fixed free pay
  • Chargeable = 300,000 − 15,680 − 140,000 = $144,320
  • 144,320 < 280,000 → all at 25%
  • PAYE = 144,320 × 25% = $36,080


8. Overtime Examples (Dynamic Mode)

Fortnightly: $150,000 total ($120,000 base + $30,000 overtime) — First fortnight of month

  • Remaining limit = $50,000 (no prior periods in month)
  • Non-taxable overtime = min(30,000, 50,000) = $30,000
  • Adjusted taxable income = 150,000 − 30,000 = $120,000
  • Assume NIS = $7,840
  • Chargeable = 120,000 − 7,840 − 64,615 = $47,545
  • PAYE = 47,545 × 25% = $11,886

Fortnightly: $150,000 total — Second fortnight (first fortnight used $30,000 tax-free)

  • Remaining limit = 50,000 − 30,000 = $20,000
  • Non-taxable overtime = min(30,000, 20,000) = $20,000
  • Taxable overtime = $10,000
  • Adjusted taxable income = 150,000 − 20,000 = $130,000
  • Chargeable = 130,000 − 7,840 − 64,615 = $57,545
  • PAYE = 57,545 × 25% = $14,386

Monthly: $350,000 total ($290,000 base + $60,000 overtime)

  • Monthly limit = $50,000 (no dynamic tracking for monthly)
  • Non-taxable overtime = min(60,000, 50,000) = $50,000
  • Adjusted taxable income = 350,000 − 50,000 = $300,000
  • Assume NIS = $15,680
  • Chargeable = 300,000 − 15,680 − 140,000 = $144,320
  • PAYE = 144,320 × 25% = $36,080


9. Comparison: 2025 vs 2026

Scenario
2025 PAYE
2026 PAYE
Difference
Fortnightly $146,031 (NIS 7,840 / 7,237)
$19,699
$18,394
−$1,305
Weekly $70,000 (NIS 3,920 / 3,618)
$9,096
$8,443
−$653
Monthly $300,000 (NIS 15,680)
$38,580
$36,080
−$2,500
In all cases, 2026 yields lower PAYE because the thresholds (lower free pay, lower taxable limit, lower taxable income limit) are higher. More income falls within the tax-free or lower-bracket zone.


10. Edge Cases and Exemptions

  • No PAYE when income is low: If total taxable income is less than the lower free pay, or if taxable income minus NIS and child allowance is at or below the lower free pay, no PAYE is due.
  • Dynamic overtime: The default for 2026 is dynamic mode. The Builder uses HandlesDynamicOvertime to compute the remaining monthly limit from employee_overtime_metas and passes it as taxFreeOvertimeOverride. Overtime usage is stored after each period for subsequent periods in the same month.
  • Dynamic child allowance: Child allowance is stored per period in EmployeeChildAllowanceMeta. Active children (under 18 at period end) are determined per period, allowing correct handling when a child turns 18 mid-year.
  • Partial periods: When periodWorked is less than 1 (e.g. mid-period start), thresholds are multiplied by periodWorked for pro-rating.
  • Second job income: Same $50,000 monthly limit and dynamic logic as overtime.
  • Retroactive processing: When reprocessing an earlier period in dynamic mode, subsequent periods in the same month should also be reprocessed so overtime tracking stays correct.


11. Quick Reference

Item
Value
Lower tax rate
25%
Upper tax rate
35%
Monthly overtime/second job exemption
$50,000
Overtime mode (default)
Dynamic (month-to-date)
Overtime static limits
Fortnightly $23,077, Bimonthly $25,000, Weekly $11,538
Child allowance
Per-period from EmployeeChildAllowanceMeta
Statutory deduction (high earners)
1/3 of taxable income
Chargeable income formula
taxable − NIS − child − statutory deduction

2026 Thresholds (per period)

Frequency
Free Pay
Taxable Limit
Income Limit (1/3 rule)
Monthly
$140,000
$280,000
$420,000
Fortnightly
$64,615
$129,231
$193,846
Bimonthly
$70,000
$140,000
$210,000
Weekly
$32,308
$64,615
$96,923


Summary

PAYE 2026 uses increased tax thresholds across all pay frequencies. The default method for overtime is dynamic: the $50,000 monthly tax-free limit is shared across all periods in the same calendar month, with usage tracked in employee_overtime_metas. Child allowance is stored per period per child in EmployeeChildAllowanceMeta, allowing accurate handling of mid-year changes (e.g. child turning 18). Tax rates remain 25% (lower bracket) and 35% (upper bracket). For high earners, the statutory deduction becomes one-third of taxable income, and chargeable income above the lower taxable limit is taxed at 35%. The Builder uses HandlesDynamicOvertime and HandlesChildAllowance to provide the correct inputs to the PAYE compute classes.