Click on Reports > User-defined Report > Employee Address & Tax File Number
Run this report to identify any missing information or incorrect data entries for your Employees.
These will need to be corrected before your ATO payment summary production.
Use this report to check that all employees are listed with their correct name, their current address, postcode and a valid Tax File Number (TFN)
For Employees, without Tax File Numbers the following options can be entered
- 000 000 000 – No TFN quoted by Employee
- 111 111 111 – Employee applying for TFN
- 333 333 333 – Employee under 18 and not earning enough to pay tax* 444 444 444 -- Employee is a pensioner
- 987 654 321 -- Alphabetic characters in quoted TFN
*Employees have 28 days to give their payer a completed Tax file number declaration form with their tax file number (TFN) on it or to claim an exemption from quoting a TFN. An exemption from having a Tax File Number may be claimed if the employee will not earn enough income to pay tax and they are under 18 years of age.
To prompt your Employees to check and update their current details that you have for them, it may be an idea in the pay periods leading up to your End of Financial year to show these details on their payslips.
Go to Set Up > Messages > Add
Add a global message to all employees’ payslips asking them to let you know if their address has changed in the last 12 months or is different from that appearing on the payslip after following the next instructions. Employees can also check that their TFN is correct.
Go to Setup > Preferences > Pay Slips > Pay Slip Options
Select the tick boxes to show the Employees their current address and their Tax file number on their payslips.