The HR platform automatically attempts to lodge each new employee's TFN declaration to the ATO during onboarding.

• This lodgement establishes an employment relationship between the employer and the employee via the ATO, which allows the platform to display the employee's Stapled Super fund during the Superannuation step of onboarding.
• If the platform attempts to display the Stapled Super fund but fails, the ATO will notify the employer.
• If a TFN declaration lodgement error occurs (or no lodgement is attempted), the platform will not attempt to display the Stapled Super fund during onboarding.
• If your organisation does not have ATO Integration set up (Settings > ATO Integration), the TFN declaration will not attempt to lodge automatically (and the Stapled Super fund will not attempt to display).
• TFN declaration lodgement pulls the State field from the Employing Entity's address in Payroll (not Settings > Company Details) and defaults the country to Australia (AU) if the organisation's Country field is blank.

1. Click the   Reports menu.
2. Click the Compliance tab.
3. Click the Tax Report box. 
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4. Click the Actions button.
5. Click the Lodge Electronically button.
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6. Click the I have read and accepted the conditions above tick box.
7. Click the Lodge Now button.
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1. Click the   Reports menu.
2. Click the Compliance tab.
3. Click the Tax Report box. 
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4. Select the employees that need their tax declarations lodged electronically.
5. Click the Lodge Electronically button.
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6. Click the I have read and accepted the conditions above tick box.
7. Click the Lodge Now button.
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Note: "Marking as lodged" records a lodgement date if you have lodged (or will lodge) the TFN declaration outside of the HR platform. Marking as lodged does not require any setup in Settings > Tax Declaration or Settings > ATO Integration. This will reflect in the Tax Report as "Lodged Manually".

1. Click the   Reports menu.
2. Click the Compliance tab.
3. Click the Tax Report box. 
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4. Click the Actions button.
5. Click the Mark as Lodged button.
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6. Enter the lodgement date.
7. Click the Submit button.
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1. Click the   Reports menu.
2. Click the Compliance tab.
3. Click the Tax Report box. 
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4. Select the employees that need their tax declarations marked as manually lodged.
5. Click the Mark as Lodged button.
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6. Enter the lodgement date.
7. Click the Submit button.
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1. Click the   Reports menu.
2. Click the Compliance tab.
3. Click the Tax Report box. 
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4. Click the Actions button.
5. Click the View Employee File button.
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1. Click the   Reports menu.
2. Click the Compliance tab.
3. Click the Tax Report box. 
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4. Click the Filter button and choose from the following options:

   • Employee
   • Exclude Terminated Employees
   • Entity
   • Lodgement Status
   • Location
   • Team

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1. Click the   Reports menu.
2. Click the Compliance tab.
3. Click the Tax Report box
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4. Click the Action button.
5. Click the Update Lodgement Date button.
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6. Enter the updated lodgement date.
7. Click the Submit button.
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The four lodgement statuses the HR classic platform will show are:

1. Lodged electronically.
2. Not lodged.
3. Lodge manually
4. Outdated

If an error occurs during TFN declaration lodgement, it will display in:

• People > Issues Summary Hub > Lodgement Issues
• The employee file (yellow banner)
• Reports > Compliance > Tax Report (shows as "Lodgement Failed")

Initial Troubleshooting Steps:

1. Confirm the employee's TFN is in a valid format (8- or 9-digit number).
2. Attempt to relodge: Go to Reports > Compliance > Tax Report, select the employee(s), and click Lodge Electronically (this rules out temporary or already-resolved issues).

Known Error Messages:

• An unexpected error has occurred: Generic error message - unknown cause. Perform initial troubleshooting steps above.
• Employee state is missing: Employee personal address has an invalid or missing state (within the Suburb field). Edit the address, re-select a valid Suburb from the drop-down list, and relodge.
• ATO rejected TFND: Perform initial troubleshooting steps above.
• SBR.GEN.INFO.1 CMN.ATO.GEN.500011 / SBR.GEN.INFO.1, CMN.ATO.GEN.XML03: Perform initial troubleshooting steps above.