(AUS) Setting Up Employee Tax Information for Australia

Access the Australian Employee Tax Declaration form.

To derive the employee's derived tax scale, select Derive Code from the Form menu. To override the tax scale that the system derives, complete the Tax Scale field. When you have entered all information, select Finish from the Form menu.

I authorize TFN to Super Fund Trustee

Select this option if the employee allows his or her tax file number to be given to the Superannuation provider.

I am an Australian Resident for Tax purposes

Select this option if the employee is a resident of the country to which the tax rules and declaration apply.

I have lodged a TFN application

Select this option if an employee does not yet have a tax file number, but has applied for one. This field is used in Australian tax calculations.

I am a Pensioner

Select this option if the employee is a pensioner.

I am under 16 years of age

Select this option if you are completing the Australian Tax Declaration for an employee who is younger than 16 years of age.

I have a 417 or 462 Visa (Release 9.2 Update)

Select this option if the employee has a 417 or 462 Visa.

Note: Effective from 1st January 2017, the Federal Government has set a new income tax rate of 15% for working holidaymakers who are in Australia on a 417 or 462 Visa. If the employee is on a 417 or 462 visa in the financial year 2016, the system prints two payment summary reports. The first payment summary report includes details for the period 1st July 2016 to 31st December 2016. The second payment summary report includes details for the period 1st January 2017 to 30th June 2017.

(Release 9.2 Update) TFN Declaration Date

Enter a declaration date for the employee. The system stores this date in the Employee HR History table (F08042). If the field is blank, the system leaves the TFN Declaration Date field blank in the STP record.

Note: Whenever you purge the history records from the F08042 table, you must ensure to exclude the TFN Declaration Date records from getting purged.

Basis of Employment

Indicates full time, part time, or casual employment.

Total of all rebates being claimed. FTA, 221D etc.

Enter the amount of rebate that is claimed by the employee.

Enter the extra tax you wish to pay per period

Enter the amount of extra tax that the employee wants to pay during a pay period.

Enter the State you work in

Enter the employee's work state for tax reporting purposes. This code indicates the state in which the employee normally works. The system uses this code to compute state income tax withholding. You can override this code during time entry, if necessary.

The value that you enter in this field is automatically entered in the Tax Area (Work) field on the National and Fiscal Data form when you click OK.

Derived Tax Scale

Enter the tax scale that has been calculated by the system. The system calculates a tax scale based on the values that are entered on the Employee Overrides form.