Page Comparison

Declaration Type

Tax File Number status of the selected payroll employee. You can select:

• TFN Supplied
• No TFN Supplied (000000000)
• TFN Applied For (111111111)
• TFN Applied For (But not supplied in 28 days) (000000000)
• Under 18 Exemption (333333333)
• Pension Exemption (444444444)
• Invalid TFN (987654321).

Note: Populating this field with any value other than TFN Supplied automatically populates the Tax File Number field with the number shown in parentheses. These numbers are known as Special Tax File Numbers.

Employment basis of the selected payroll employee. You can select:

• F - Full time
• P - Part time
• C - Casual
• L - Labour hire
• V - Voluntary agreement
• D - Death beneficiary
• N - Non-employee.

Note: This field is synchronised with the Employment basis field on the Tax tab of Payroll Maintenance. See Payroll Maintenance - Tax tab.
The value on the Tax tab is reported to the ATO.

Residential status for tax purposes. You can select:

• Resident
• Non-Resident
• Working Holiday Maker.

Tax scale that applies for the employee based on information supplied by the payroll employee upon the commencement of their employment.

Note: Whenever tax rates change, your administrator will receive a text file from Synergetic Management Systems that they can import. See Loading new tax rates.

Note: When you update this field:

• you are asked to confirm whether the employee record is to be updated with the new tax scale value
• the Tax Free Threshold Claimed and HELP/SSL or TSL Debt fields are automatically selected based on the selected tax scale.

Employment status of the payroll employee. You can select the following values:

• F - Full time
• P - Part time
• C - Casual
• L - Labour hire
• V - Voluntary agreement
• D - Death beneficiary
• N - Non-employee.

Note: When you update this field you are asked whether the employee record needs to be updated with the new value.

Select if the tax-free threshold is being claimed by the payroll employee.

Australian residents for tax purposes can claim tax-free income up to a certain threshold that is set each year by the Australian Tax Office. For information about the latest threshold, see Claiming the tax free threshold.

Note: This field is read-only. It is automatically populated based on the tax scale selected using the Tax scale field.

Used to indicate whether the selected payroll employee has existing student loan debt. When this field is selected additional withholding is performed to cover compulsory student loan repayments.

Note: This field is read-only. It is automatically populated based on the tax scale selected using the Tax scale field.

Used to indicate whether the selected payroll employee has existing financial supplement debt.

This field must be selected if the payroll employee has existing financial supplement debt.

Note: The Student Financial Supplement Scheme closed on 31^st December 2003. No new loans are being issued.

Estimated total tax offset amount claimed by the payroll employee on the Withholding declaration form.

Note: This field is only displayed for Withholding declarations.

Type of seniors and pensioners tax offset amount claimed by the payroll employee on the Withholding declaration form.

Note: This field is only displayed for Withholding declarations.

Date

Tax scale that applies for the employee based on information supplied by the employee upon the commencement of their employment.

Note: Whenever tax rates change, your administrator will receive a text file from Synergetic Management Systems that they can import. See Loading new tax rates.

Declaration Date

Tax code that applies for the employee based on information supplied by the employee upon the commencement of their employment.

Note: Whenever tax rates change, your administrator will receive a text file from Synergetic Management Systems that they can import. See Loading new tax rates.

Reason for income to be classified as exempt income, if applicable. You can select:

• Provide board-lodging-use of a house or part house or equivalent allowance
• Taxable allowances for accommodation and living costs overseas
• Some payments under a Voluntary Bonding Scheme
• Retiring allowance
• Overpayment of an amount of an employer's superannuation contribution
• Some honoraria payments.

Note: You can leave this field blank.

KiwiSaver eligibility of the payroll employee. You can select:

• New Employee
  
  Note: You must select this option for all new employees. Additionally, payroll employees with this eligibility must select a KiwiSaver Status in the New Employee KiwiSaver Status field. See below.
  
  
• Existing Employee - Opt-in
• Existing Employee - Auto-enrol.

KiwiSaver status of the payroll employee.

Note: You must select New Employee in the KiwiSaver Eligibility drop-down list to enable this field. 

You can select:

• Not Selected
• Auto enrol
• Existing KiwiSaver member to indicate that the payroll employee is an active KiwiSaver member
• Opting into KiwiSaver
• Not eligible for KiwiSaver to indicate that the payroll employee is not eligible for KiwiSaver contributions
• Casual/temporary employee

Export status of the Single Touch Payroll submission. You can select:

• Not Exported
• Ready to Export
• Exported.

Note: You cannot edit fields on the Declaration tab once Ready to Export or Exported is selected.

Date

Tax code that applies for the employee based on information supplied by the employee upon the commencement of their employment.

Note: Whenever tax rates change, your administrator will receive a text file from Synergetic Management Systems that they can import. See Loading new tax rates.