Tax File Number Declaration
This window is used to set details in relation to the employee's tax to the ATO.
Prerequisites
- No prerequisite
Rules and Guidelines
- Fill in the mandatory fields.
Field Information

This field displays the details of the new employee's name.

These fields are only used if the employee's name has changed.

This field displays the Residential Address entered on the Personal window.

This field displays the City/Suburb from the Personal window.

This field displays the State or Territory entered on the Personal window.

This field displays the Postcode entered on the Personal window.

This field displays the employee's date of birth.

This is a read-only field which value is taken from the Personal Details screen.

This is indicates whether the employee is an Australian Resident (A), a Foreign Resident (F), or a Working Holiday Maker on VIA 417 or 462, for tax purposes.

This field displays whether the tax-free threshold is applicable to the employee or not.

Code | Description |
---|---|
C | Casual Payee |
F | Full Time Payee |
L | Labor Hire Payee |
P | Part Time Payee |
S | Pension/ Annuity Payee |

This field displays whether the employee is enrolled in a higher education loan program or not.
If the Supplementary Tax Code on Tax Information screen is set to H or B, then this field displays Yes and not editable.

Are the employment declaration details to be sent to the ATO using the Electronic Reporting option?
Code | Description |
---|---|
Y | The tax file number declaration details are to be included in the next run of the Tax File Number Declaration Details to the ATO. |
N | The tax file number declaration details have either already been sent or are not to be sent. |

Specify whether the employee signed the declaration or not.
Code | Description |
---|---|
Y | The declaration has been signed. |
N | The declaration has not been signed. |

This field indicates the date the declaration was signed by the employee.
This field is accessible if the Declaration Signed field is 'Y'.

This field displays the date the TFN Declaration was sent to ATO.

This field displays the time the TFN Declaration was sent to ATO.