Tax File Number Declarations

The information supplied to the ATO is now submitted as part of the STP submission and you are no longer required to mail TFND to the ATO. Instead you may enter this information into the software and this information is provided with your STP data submissions (you still need a signed declaration):

The TFND information:

Declaration Signature Date

This is the date the payee signed the TFN declaration. This required for STP submissions.

Termination Code

Indication of the termination of the payer/payee relationship before the declaration/relationship has been reported to the ATO.

When a payment arrangement relationship between two parties has terminated before the declaration/relationship has been reported to the ATO this field must be set to T. In all other cases it is to be set to blank.

Tax Purposes Person Status Code

A code which identifies the residency status of an individual, for tax purposes.

Valid values are:
Resident = Resident
Non-Resident = Non-Resident
Working Holiday Maker = Working Holiday Maker

Payment Basis Code

F = Full time payees; P = Part time payees; C = Casual payees; L = Labour hire payees; S = Pension or Annuity payees

Calculated from the options entered.

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.

Study And Training Loan Repayment Indicator

If an individual has either a Higher Education Loan Program (HELP) loan, Student Start-up Loan (SSL), ABSTUDY Student Start-up Loan (ABSTUDY SSL) or Trade Support Loan (TSL) the indicator must be set to True. Otherwise the field must be set to False.

Student Financial Supplement Scheme Indicator

Where a student scheme debt is notified this field must be set to True, otherwise the field must be set to False.

Statement Accepted Indicator

If a Declaration Signature Date is entered, it is deemed to be accepted.