Use the Declarations tab to record details of payroll employee declarations submitted by for tax purposes.
Australian organisations
Australian organisations can use the Declarations tab to record:
- TFN declarations
- Withholding declarations.
Once these declarations are complete you can select a submission status using the Status drop-down list. Declarations with a status of Ready to Send are submitted in the next Single Touch Payroll event. See Processing STP and Payday Filing.
Note: Withholding declarations are not required to be submitted. However, any fields that overlap with the TFN declaration are submitted.
New Zealand organisations
New Zealand organisations can use the Declarations tab to record details for the Employee details file.
Once this file is complete you can select a submission status using the Status drop-down list. Employee details files with a status of Ready to Export are submitted in the next Payday Filing export. See Processing STP and Payday Filing.
Payroll Maintenance - Declarations tab key fields and buttons (Australia)
Details area fields (Australia)
Field | Description |
---|---|
Declaration Type | Type of declaration. You can select:
|
TFN Status | Tax File Number status of the selected payroll employee. You can select:
|
Tax File Number | Tax File Number or Special Tax File Number of the selected payroll employee. Note: Special Tax File Numbers are used to indicate a status other than TFN Supplied. See the TFN Status field above. Note: This field only accepts numerical values and performs a validation check to ensure only valid Tax File Numbers are entered. The following window is displayed when an invalid value is entered: Note: When you update this field you are asked whether the employee record is to be updated with the new value. |
Payment Basis | Payment basis of the selected payroll employee. For example, Full Time. |
Tax Residential Status | Residential status for tax purposes. You can select:
|
Tax Scale | 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. |
Employment Status | Employment status of the payroll employee. For example, Full time. Note: When you update this field you are asked whether the employee record needs to be updated with the new value. |
Tax Free Threshold Claimed | 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. |
HELP/SSL or TSL Debt | 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. This field must be selected if the payroll employee has existing student loan debt for either:
Note: When you update this field you are asked whether the corresponding HELP/SSL or TSL Debt field on the General tab of Payroll Maintenance needs to be updated. |
Financial Supplement Debt | 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 31st December 2003. No new loans are being issued. |
Tax Offset Amount | Estimated total tax offset amount claimed by the payroll employee on the Withholding declaration form. Note: This field is only displayed for Withholding declarations. |
Senior Tax Offset Claimed | 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. |
Declaration Signed by Employee | Select to indicate the employee has signed the selected declaration. |
Declaration Date | Date the employee signed the declaration. |
Status | Single Touch Payroll submission status. You can select:
Note: You cannot edit fields once Ready to Send is selected. |
Grid area fields (Australia)
Field | Description |
---|---|
Date | Date the employee signed the declaration. |
Declaration Type | Type of declaration. |
TFN | Tax File Number. |
Tax Scale | 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. |
STP Status | Single Touch Payroll submission status. See the Status field above. |
Payroll Maintenance - Declarations tab key fields and buttons (New Zealand)
Details area fields (New Zealand)
Field | Description |
---|---|
Declaration Date | Date the employee details declaration was created. |
Declaration Type | Employee details declaration. |
IRD Number | IRD Number used by the New Zealand Inland Revenue Department. Supplied by the employee on the tax declaration form filled in at the commencement of employment. Note: You will see the following window if the entered IRD Number has already been assigned to an existing employee. |
Start Date | Starting date of the payroll employee. |
Termination Date | Termination data of the payroll employee. |
Tax Code | 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. |
SLCIR Deduction | Compulsory student loan repayment deduction required by the New Zealand Inland Revenue Department. Note: For more information about SLCIR deductions including methods for calculation, see Student loan extra deductions. |
SLBOR Deduction | Select if the payroll employee has requested to make extra voluntary student loan repayments on top of their compulsory student loan deductions from gross earnings. This deduction:
Note: For more information about SLBOR deductions, see Student loan extra deductions. |
KiwiSaver Status | KiwiSaver status of the payroll employee. You can select:
Note: Payroll employees must be KiwiSaver members for 12 months before becoming eligible for contributions holidays.
Note: Payroll employees must be New Zealand citizens or permanent residents under the age of 65 to join KiwiSaver.
Note: For information about when payroll employees can opt out of KiwiSaver, see Opting out of KiwiSaver. |
Status | Export status of the Single Touch Payroll submission. You can select:
|
Grid area fields (New Zealand)
Field | Description |
---|---|
Date | Date the employee details declaration was created. |
Declaration Type | Type of declaration. |
Start Date | Starting date of the payroll employee. |
Termination Date | Termination date of the payroll employee. |
IRD Number | IRD Number. |
Tax Code | 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. |
Export Status | Export status of the Single Touch Payroll submission. |
Buttons (New Zealand)
Field | Description |
---|---|
View the Edit Employee Details for Export window. See Edit Employee Details for Export window. |
Common buttons
Button | Description |
---|---|
Add a new declaration record. | |
Delete the selected declaration record. |