Tax File Number (TFN) declaration lodgement and reporting via the HR platform

The Tax File Number (TFN) Declaration Reporting feature allows you to lodge your employees' tax records either in bulk or individually with the ATO. You can also use this feature to mark a tax record as manually lodged if you undertook this process outside the HR platform. Finally, you can access the employee file if you need to see further details on their employment records, and update the lodgement date for a manual submission.

Helpful Hint

Contractors are included in this report, and can be sorted via the Personnel Type filter.

Availability

HR Plan:   Standard   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting Started

Lodge electronically: Individually
  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.
    3.jpg
Lodge electronically: In bulk
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Tax Report box. 
    1.jpg
  4. Select the employees that need their tax declarations lodged electronically.
  5. Click the Lodge Electronically button.
    4.jpg
  6. Click the I have read and accepted the conditions above tick box.
  7. Click the Lodge Now button.
    5.jpg
Mark as lodged: Individually
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Tax Report box. 
    1.jpg
  4. Click the Actions button.
  5. Click the Mark as Lodged button.
    6.jpg
  6. Enter the lodgement date.
  7. Click the Submit button.
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Mark as lodged: In bulk
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Tax Report box. 
    1.jpg
  4. Select the employees that need their tax declarations marked as manually lodged.
  5. Click the Mark as Lodged button.
    8.jpg
  6. Enter the lodgement date.
  7. Click the Submit button.
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Maintain

View an employee file
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Tax Report box. 
    1.jpg
  4. Click the Actions button.
  5. Click the View Employee File button.
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Filtering employees
  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:
    • Show all.
    • Lodged.
    • Not lodged.
    • Outdated.
    • Terminated.
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Update lodgement date
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Tax Report box
    1.jpg
  4. Click the Action button.
  5. Click the Update Lodgement Date button.
    12.jpg
  6. Enter the updated lodgement date.
  7. Click the Submit button.
    13.jpg

Further information

What are the four lodgement statuses

The four lodgement statuses the HR platform will show are:

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

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