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Lodge Tax File Number (TFN) declaration and view employee files on Employment Hero

James Nixon
Updated
EH Content Team

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access level: Admin

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 classic 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.

Getting Started

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

Maintain

View an employee file
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Tax Report box. 
    1.jpg Note: Screenshot needs to be updated to reflect current UI
  4. Click the Actions button.
  5. Click the View Employee File button.
    10.jpg Note: Screenshot needs to be updated to reflect current UI
Filtering employees
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Tax Report box. 
    1.jpg Note: Screenshot needs to be updated to reflect current UI
  4. Click the Filter button and choose from the following options:
    • Employee
    • Exclude Terminated Employees
    • Entity
    • Lodgement Status
    • Location
    • Team
    11.jpg Note: Screenshot needs to be updated to reflect current UI and filter options
Update lodgement date
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Tax Report box
    1.jpg Note: Screenshot needs to be updated to reflect current UI
  4. Click the Action button.
  5. Click the Update Lodgement Date button.
    12.jpg Note: Screenshot needs to be updated to reflect current UI
  6. Enter the updated lodgement date.
  7. Click the Submit button.
    13.jpg Note: Screenshot needs to be updated to reflect current UI

Further information

What are the four lodgement statuses

The four lodgement statuses the HR classic platform will show are:

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

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