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Configuring e-PayDay® for TFN Electronic Lodgement |
  
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Configuring e-PayDay® for TFN Electronic Lodgement |
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Configuring the Company (for TFN Electronic Lodgement)
1. From the main screen of e-PayDay®, click on the word 'Company' (above the picture button).
This brings down a menu
2. Click on the option 'Taxation Details'
3. In the drop down box next to 'Electronic Lodgement of TFN Declarations' select 'Yes'
4. Click on 'OK'
NB: Each company in e-PayDay® must be individually configured as per above.
Configuring Employees (for TFN Electronic Lodgement)
1. Click on the 'Employees' picture button. The Employee List screen is displayed
For each of the employees who are to have their TFN declaration lodged electronically, follow the steps below:
2. Highlight the employees name from the list and then click on 'Edit'
3. Select the Taxation 5 TAB
4. Click on the 'TFN Declarations' button at the bottom of the TAB
5. A prompt will appear asking whether this employee is a business entity in their own right.
An example of an employee who is a business entity in their own right would be a sub-contractor. In other words, if they don't quote an ABN they cant be a business entity.
6. The next prompt will ask for the beginning of the "payer/payee" relationship.
Usually this will be the same as the date hired for the employee. A s an example, an exception would be where the employee is hired at the beginning of July 2000 but all of a sudden changed his tax arrangements ( eg became eligible for a rebate) at the end of August of that year. The date hired would be 01/07/2000, but the claiming of the rebate consititutes a new relationship between the employee and the employer; hence the beginning of the payer/payee relationship is 31/08/2000.
7. Once the date is put in click on 'OK'
8. This will bring up the employee's tax declaration form, on the screen, exactly the way it would
look on paper. The fields in the document can be filled out on the screen
9. It is assumed that the user would have the employee's tax declaration form in front of them so
that they could replicate it on the screen.
10. When all the fields in the document are completed click on the 'Save' button at the top.
This will transpose the information completed in the on-screen tax declaration form back to the fields on the Taxation 5 TAB.
Even though an employee's Taxation 5 Tab is completed, the tfn declaration can still be lodged by clicking on the 'TFN Declarations' button. This means that existing employees that have already been added can still have TFN declarations electronically lodged.
* NB Tick 'YES' to do you authorise your payer to give your TFN to the trustee of your superannuation fund?', if you want the Tax File Number to export to the Electronic File for Super Fund.
After clicking on the 'Save' button of an on-screen tax declaration form that has had changes made to it that are different to the value in the fields of the Taxation 5 TAB, a message will appear as per below
The implications of the options are as follows
Click here to POST the change back to the Employee – The change made on the form will result in the corresponding field on the Taxation 5 TAB changed in accordance
Click here to CANCEL posting the change – the Taxation 5 TAB will remain unchanged
Click here to VERIFY the change – this will leave you in the taxation declaration form assuming you wish to re-check or change things. To exit again click on 'Save'
The next step: Creating a TFN Lodgement disk
Until a lodgement disk is produced, upon entering e-PayDay®, you will be reminded that there are outstanding TFN declarations.
