With the introduction of STP, you no longer need to send in paper-based tax file number declarations to the ATO any longer.
Instead, if you record the relevant data in the employee details, the first time you submit a payroll event (EMPPAYEVNT) the information for the tax declaration will be automatically included in the payload to the ATO.
The information submitted for the TFN Declaration is as follows:
Field | Description | How Entered |
Payment Arrangement Termination Code | Indication of the termination of the payer/payee relationship before the declaration/relationship has been reported to the ATO. | This is populated from the Termination Date |
Residency Tax Purposes Person Status Code | A code which identifies the residency status of an individual, for tax purposes. | Entered in Employee Data |
Payment Arrangement Payment Basis Code | The basis of payment indicates the type of arrangement between the payer and payee. | Entered in Employee Data |
Tax Offset Claim Tax Free Threshold Indicator | The tax-free threshold is the amount of income that can be earned each year that is not taxed (this threshold can vary each year). It is available only to people who are Australian residents for tax purposes. | Entered in Employee Data |
Income Tax PayAsYouGo Withholding StudyAndTrainingLoanRepayment Indicator | Indicates whether an individual has a study or training loan to determine whether additional withholding should be made from a payment to cover the compulsory repayments for these loans. This includes loans paid by the Australian Government to individuals undertaking higher education, trade apprenticeships and other training programs, but excludes loans paid under the Student Financial Supplement Scheme. |
Entered in Employee Data |
StudentLoan Student Financial Supplement Scheme Indicator | Indicates whether the tax payer has a Student Financial Supplement Scheme, which is a voluntary loan scheme for tertiary students to help cover their expenses while they studied. Five years after the loan is taken out the Tax Office becomes responsible for collecting the outstanding loan, and the loan becomes an accumulated Financial Supplement debt. Compulsory repayments of accumulated Financial Supplement debts are made through the tax system when the payee's taxable income is above the minimum threshold. Note: The Student Financial Supplement Scheme closed on 31 December 2003 and no new loans are being issued. There are no changes to the collection of existing financial supplement debts, which will continue to be collected through the tax system. |
Entered in Employee Data |
Declaration Statement Accepted | Indicates that the terms stated in the Declaration Text have been accepted or declined. | Is contrived based on the entry of Declaration Signature Date |
Declaration Signature Date | This is the date on which the declaration is signed by the reporting entity. | Entered in Employee Data |
You need to record the Date the Declaration was received from the employee.
Also see: Updating relevant employee information
https://exalt.zendesk.com/hc/en-us/articles/360000191996-Single-Touch-Payroll-STP-Employee-Details
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