Payroll Maintenance - Declarations tab - Personal Details sub-tab

New Zealand can use the Personal Details sub-tab to maintain personal details for payroll employee tax declarations

Opening the Personal Details sub-tab

To open the Personal Details sub-tab:

Select Payroll > Payroll Employee Maintenance from the main menu.
The Set Payroll Search Criteria window is displayed.
Search for the employee payroll record for the staff member. See Searching for payroll employees.
The Personal tab of the Payroll Maintenance window is displayed.
Click the Declarations tab.
The Details sub-tab of the Declarations tab of the Payroll Maintenance window is displayed.
Click the Personal Details sub-tab.
The Personal Details sub-tab of the Declarations tab of Payroll Maintenance is displayed.

Payroll Maintenance - Declarations tab - Personal Details tab key fields and buttons

Fields

The fields in this list the personal details of the payroll employee.

You can click to edit these details using the Edit Employee Details for Export window. See Edit Employee Details for Export window.

Grid area fields

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

Field	Description
	View the Edit Employee Details for Export window. See Edit Employee Details for Export window. Note: Updating the fields of the Edit Employee Details for Export window does not update the

Common buttons

Button	Description
	Add a new declaration record.
	Delete the selected declaration record.