As an organisation, you can lodge your employees' tax declarations electronically through the HR platform. This lodgement goes through Employment Hero's Electronic Tax File Number Declaration (eTFND) feature, which lodges your employee's tax declarations directly with the Australian Tax Office (ATO).
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 with Tax File Number (TFN) Reports, and can be sorted via the Personnel Type filter.
Availability
| HR Plan: | Standard | Standard | Premium | Platinum |
Getting Started
- Click the Reports menu.
- Click the Compliance tab.
- Click the Compliance Reports box.
Helpful Hint
You will now see an overview of the five different areas of compliance reporting.
- Click on the Tax Report graph.
- Click the Actions button.
- Click the Lodge Electronically button.
- Click the I have read and accepted the conditions above tick box.
- Click the Lodge Now button.
- Click the Reports menu.
- Click the Compliance tab.
- Click the Compliance Reports box.
Helpful Hint
You will now see an overview of the five different areas of compliance reporting.
- Click on the Tax Report graph.
- Select the employees that need their tax declarations lodged electronically.
- Click the Lodge Electronically button.
- Click the I have read and accepted the conditions above tick box.
- Click the Lodge Now button.
- Click the Reports menu.
- Click the Compliance tab.
- Click the Compliance Reports box.
Helpful Hint
You will now see an overview of the five different areas of compliance reporting.
- Click on the Tax Report graph.
- Click the Actions button.
- Click the Mark as Lodged button.
- Enter the lodgement date.
- Click the Submit button.
- Click the Reports menu.
- Click the Compliance tab.
- Click the Compliance Reports box.
Helpful Hint
You will now see an overview of the five different areas of compliance reporting.
- Click on the Tax Report graph.
- Select the employees that need their tax declarations marked as manually lodged.
- Click the Mark as Lodged button.
- Enter the lodgement date.
- Click the Submit button.
Maintain
- Click the Reports menu.
- Click the Compliance tab.
- Click the Compliance Reports box.
Helpful Hint
You will now see an overview of the five different areas of compliance reporting.
- Click on the Tax Report graph.
- Click the Actions button.
- Click the View Employee File button.
- Click the Reports menu.
- Click the Compliance tab.
- Click the Compliance Reports box.
Helpful Hint
You will now see an overview of the five different areas of compliance reporting.
- Click on the Tax Report graph.
- Click the Filter button and choose from the following options:
- Show all.
- Lodged.
- Not lodged.
- Outdated.
- Terminated.
- Click the Reports menu.
- Click the Compliance tab.
- Click the Compliance Reports box.
Helpful Hint
You will now see an overview of the five different areas of compliance reporting.
- Click on the Tax Report graph.
- Click the Action button.
- Click the Update Lodgement Date button.
- Enter the updated lodgment date.
- Click the Submit button.
Further Information
The four lodgement statuses the HR platform will show are:
- Lodged electronically.
- Not lodged.
- Lodge manually
- Outdated
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