Updating Tax File declaration details

Hi ShelleyHilan, 

Thank you for sharing your concern on the forum, and for providing the screenshot in your post.

I understand that you're encountering some issues with modifying the TFN on the onboarding form. Based on my knowledge, the form should indeed allow for the TFN to be altered. To assist us in investigating this matter further, could you please provide a full window screenshot of the onboarding form you're receiving?

We eagerly await your response.

Thanks,
Genreve

Hi Genreve_S,

Just to clarify, before I go through this step all over again, that this is not the initial "onboarding".  This is for existing employees when you want them to check and update details, or in this case, the employee realised he put incorrect details and wanted to re-submit his TFN Declaration form.

Hi ShelleyHilan, 

Thanks for reaching out and for providing clarity on your question.

If the task at hand is simply to correct an employee's Tax File Number (TFN), the best course of action would be to manually edit the details in the employee card file. You can do this by going to the Employee card > Payroll details > Taxes > Tax File number. Once you've created your first pay run for that employee in STP2, the Australian Taxation Office (ATO) will be notified of the correct tax file number.

I apologize for the misunderstanding. Please don't hesitate to get in touch if you need further assistance.

Thanks,
Genreve

Thank you for your response Genreve_S, however if it is to change from No Tax Free to Tax Free, aren't we supposed to have something from the employee, like an updated form?

Hi ShelleyHilan,

My apologies for the delayed response.

I understand the need to make sure everything is correct. Having an employee manually send you a form might be good for audit purposes specific to your business. For STP2, you just need to make sure all information on the employee card is correct (including the tax tables) before creating the first pay run. 

Let us know if you require any further clarification. 

If my response has answered your inquiry, please click "Accept as Solution" to assist other users find this information.

Thanks,
Genreve

Hi Genreve_S 

I'm not sure if I have made myself quite clear enough, as your answers keep skirting around the actual question I need answered.

This isn't about getting it right for a first pay.  This is about an employee changing their details, for example, changing from no tax free to tax free, or stopping their HELP debt.  Before MYOB onboarding, we were expected to have the employee fill in a new form, make the change for them, then send it to the ATO.  

From all the answers given in this forum, it seems we are bypassing all the legal requirements that the ATO gave us in the past and can "just change it".  Is this correct?  If so, what is to stop us just changing anyones TFN details whenever we feel like it?

Hi Genreve_S 

I suggest you check your response with the ATO.

An employer requires a TFN declaration for any such changes. The TFN Declaration does not need to be sent to the ATO as this is now handled by STP Phase 2. This however does not remove the need for an employee to provide the employer with a TFN Declaration to support the change/or fix an error in earlier declaration.

The employee can do this on a manual form or can complete one online with the ATO. The employee can provide the employer with a code and the employer can retrieve the TFN Declaration details from the ATO based on the code provided by the employee. 

Regards

Gavin