This window is used to set details in relation to the employee's tax to the ATO.
Prerequisites
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 State and Postcode entered on the Personnel window.
This field displays the employee's date of birth.
This field displays the date the employee was hired, as based on the Hire screen.
Select the Tax Status from the drop-down list.
Code | Description |
---|---|
A | Payee has indicated he/she is an Australian resident for tax purposes. |
F | Payee has indicated he/she is a foreign resident for tax purposes. |
H | Payee has indicated he/she is a working holiday maker employed under the relevant visa subclass 417 or subclass 462. This option should only be selected if the Employee has a Tax Code of 'H' on the Tax Information screen. |
This field displays whether the tax-free threshold is applicable to the employee or not.
This field displays whether the Senior Tax Offset is applicable to the employee or not.
Does the employee's rebates include a Family Tax Allowance Claim?
Code | Description |
---|---|
Y | This employee's rebate include a Family Tax Allowance claim. |
N | Family Tax Allowance claim is not included. |
Choose from the drop-down the payment status of the employee. The following are the valid values:
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.
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. |
Setting this field to 'Y', together with setting Prevar *PP_SBR to 'Y' and Hire Rules TFNDEC Method to 'S', the SBR Button will be enabled.
This field displays whether the employee is enrolled in a Student Financial Supplement scheme or not.
Specify whether the employee signed the declaration or not.
Code | Description |
---|---|
Y | The declaration has been signed. |
N | The declaration has not been signed. |
The is the date the declaration was signed by the employee.
This field is on accessible if the Declaration Signed field is Y.
This field is no longer used by the ATO.
This field is no longer used by the ATO.
Specify the method used to submit superannuation.
If the Prevar *PP_SBR has been configured (i.e. as Y or N), then the value of this field will be derived from what has been entered on the Hire Rules screen's TFNDEC Method field.
This button is only enabled when all three instances are set:
When Prevar *PP_SBR is set to N, this button is greyed out.
This field displays the date the TFN Declaration was sent to ATO.
This field displays the time the TFN Declaration was sent to ATO.
This field displays the status of the document's approval.
Please complete the form below to give us feedback. If you need any assistance with this functionality, please contact Preceda Support.
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Version 15.3.01 Preceda Knowledge Base
For feedback and comments, please contact your Systems Administrator or Account Manager. |
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