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Document Overview

This document outlines the functionality of the TFN declaration module used for Australian New Starters. The module provides functionality to record TFN declaration data as entered on TFN declaration forms, and provides a means to group declarations into a submission, generating an ECI file suitable for upload into the ATO portal. The module comprises of two record type:

  • TFN Declaration
  • TFN Declaration Submission

 

Completing Employee TFN Declarations

The TFN declaration record contains all of the details recorded on the hard copy TFN Declaration Form. The record allows for a TFN declaration for an existing employee record, or for the data to be collected prior to the creation of a Netsuite Employee record.

Transcribe Hard copy Form

If you are transcribing a form received from an employee follow these steps:

  • Select a subsidiary (One World Only) this is used to group submissions.
  • If a NetSuite employee already exists, select the employee to auto populate fields from the employee record
  • Populate the remaining fields from the TFN declaration form
    • State (must be one of ACT, NSW, NT, QLD, SA, TAS, VIC, WA), If employee address is outside of Australia enter OTH this will default postcode and country becomes mandatory.

Once complete submit the record which will mark the TFN declaration ready to be included on a submission.

Submitting Employee TFN Declarations

To prepare one or more declarations for submission you can either; view a pending TFN declaration and click the Submit button, or create a new TFN submission (Note: If One World the subsidiary field will default if submitted from the TFN declaration).

On the TFN declaration you will need to populate the following information:

  • Subsidiary (if one world), Start and End Date for the submission
  • Company Info (ABN and company name will populate from payroll configuration)
    • State (must be one of ACT, NSW, NT, QLD, SA, TAS, VIC, WA)
    • Branch No should be left empty or set to a number
  • Contact Info (will default from the current user)
  • Select one or more declarations for submission.

 

On save of the record a new export file will be generated which can be downloaded and manually uploaded to the ATO.

 

 

 

 

Uploading To ATO

needs completing haven't done this yet

 

Troubleshooting Rejected Files

 

 

 

 

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