Sometimes an employee's tax details need updating when their circumstances change. These changes can include needing to update their IRD number right through to changing the source of their income from secondary to primary income.
The Tax Code Declaration feature is where you update these details if they change, with the HR platform reflecting these changes throughout the entire platform.
Please note that within the HR platform, tax codes cannot be manually selected or imported. Instead, the platform automatically determines the correct tax code based on the answers provided to the tax declaration questions (which mirror the official IR330 flow chart). To ensure the correct tax code is applied, you must complete the tax declaration questions accurately so they correspond to the intended code.
This means there is only one place you need to update tax code details if they change to make sure your employee records on the HR platform are always up to date.
Select the payroll platform you are integrated with for the relevant instructions. If you do not have an integrated payroll product, click the HR Only tab.
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin
- Click the People menu.
- Click the People list submenu.
- Select the employee that needs their details updated.
- Select Pay & compensation to display the correct module.
- Click the Tax Code Declaration tab.
- Click the Edit button.
- Complete the following fields:
- IRD number.
- Primary income:
- Do you receive an income-tested benefit that is applied to the benefit test?
- Source of income
- Do you hold a valid visa with conditions allowing work in New Zealand; is a New Zealand or Australian citizen, or are entitled to work indefinitely in New Zealand.
- Is your annual income likely to be between $24,000 and $48,000?
- Are you entitled to Family Tax Credits, NZ Super, or Veteran's Pension (or overseas equivalents)?
- Do you have a student loan?
- Secondary income:
- Is annual income from all sources likely to be?
- Do you have a student loan?
- Other income:
- Non-Residential Seasonal Workers Income?
- Casual Agricultural Employees?
- Election Day Workers?
- Special Tax Code?
- Non disclosed.
- Click the Acknowledgement tick box.
-
Sign the form as completed in the Signature field.
Important
You can click the Upload button to import your existing signature pad. The recommended size for your upload is 300 x 100 pixels.
When updating the Tax Code Declaration page, an employee can view their digital signature and the timestamp. When editing the section, the platform provides the employee with a digital signature pad.
However, when an admin or owner is viewing the Tax Code Declaration page on an employee's file, they only can view the timestamp of when the employee signed. When editing the tax section, the platform does not provide the admin or owner with the digital signature pad.
- Click the Save button.
- Click the People menu.
- Click the People list submenu.
- Select the employee that needs their details updated.
- Select Pay & compensation to display the correct module.
- Click the Tax Code Declaration tab.
-
Click the Tax Code Declaration you want to download.
Helpful Hint
We will show your Tax Code Declaration PDFs by default in descending order, i.e. the most up-to-date form will be at the top of the table.
Available for the following Payroll plans: Standard, Premium plans: Standard, Premium
Available for the following user access levels: Employee , Admin
- Click the People menu.
- Click the People list submenu.
- Select the employee that needs their details updated.
- Select Pay & compensation to display the correct module.
- Click the Tax Code Declaration tab.
- Click the Edit button.
- Complete the following fields:
- IRD number.
- Source of income:
- Primary income:
- Do you receive an income-tested benefit that is applied to the benefit test?
- Source of income
- Do you hold a valid visa with conditions allowing work in New Zealand; is a New Zealand or Australian citizen, or are entitled to work indefinitely in New Zealand.
- Is your annual income likely to be between $24,000 and $48,000?
- Are you entitled to Family Tax Credits, NZ Super, or Veteran's Pension (or overseas equivalents)?
- Do you have a student loan?
- Secondary income:
- Is annual income from all sources likely to be?
- Do you have a student loan?
- Other income:
- Non-Residential Seasonal Workers Income?
- Casual Agricultural Employees?
- Election Day Workers?
- Special Tax Code?
- Non disclosed.
- Primary income:
- Click the Acknowledgement tick box.
-
Sign the form as completed in the Signature field.
Important
You can click the Upload button to import your existing signature pad. The recommended size for your upload is 300 x 100 pixels.
When updating the Tax Code Declaration page, an employee can view their digital signature and the timestamp. When editing the section, the platform provides the employee with a digital signature pad.
However, when an admin or owner is viewing the Tax Code Declaration page on an employee's file, they only can view the timestamp of when the employee signed. When editing the tax section, the platform does not provide the admin or owner with the digital signature pad.
- Click the Save button.
- Click the People menu.
- Click the People list submenu.
- Select the employee that needs their details updated.
- Select Pay & compensation to display the correct module.
- Click the Tax Code Declaration tab.
-
Click the Tax Code Declaration you want to download.
Helpful Hint
We will show your Tax Code Declaration PDFs by default in descending order, i.e. the most update-to date form will be at the top of the table.
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Employee , Admin
- Click the People menu.
- Click the People list submenu.
- Select the employee that needs their details updated.
- Select Pay & compensation to display the correct module.
- Click the Tax Code Declaration tab.
- Click the Edit button.
- Complete the following fields:
- IRD number.
- Source of income:
- Primary income:
- Do you receive an income-tested benefit that is applied to the benefit test?
- Source of income
- Do you hold a valid visa with conditions allowing work in New Zealand; is a New Zealand or Australian citizen, or are entitled to work indefinitely in New Zealand.
- Is your annual income likely to be between $24,000 and $48,000?
- Are you entitled to Family Tax Credits, NZ Super, or Veteran's Pension (or overseas equivalents)?
- Do you have a student loan?
- Secondary income:
- Is annual income from all sources likely to be?
- Do you have a student loan?
- Other income:
- Non-Residential Seasonal Workers Income?
- Casual Agricultural Employees?
- Election Day Workers?
- Special Tax Code?
- Non disclosed.
- Primary income:
- Click the Acknowledgement tick box.
-
Sign the form as completed in the Signature field.
Important
You can click the Upload button to import your existing signature pad. The recommended size for your upload is 300 x 100 pixels.
When updating the Tax Code Declaration page, an employee can view their digital signature and the timestamp. When editing the section, the platform provides the employee with a digital signature pad.
However, when an admin or owner is viewing the Tax Code Declaration page on an employee's file, they only can view the timestamp of when the employee signed. When editing the tax section, the platform does not provide the admin or owner with the digital signature pad.
- Click the Save button.
- Click the People menu.
- Click the People list submenu.
- Select the employee that needs their details updated.
- Select Pay & compensation to display the correct module.
- Click the Tax Code Declaration tab.
-
Click the Tax Code Declaration you want to download.
Helpful Hint
We will show your Tax Code Declaration PDFs by default in descending order, i.e. the most update-to-date form will be at the top of the table.
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Employee , Admin
- Click the People menu.
- Click the People list submenu.
- Select the employee that needs their details updated.
- Select Pay & compensation to display the correct module.
- Click the Tax Code Declaration tab.
- Click the Edit button.
- Complete the following fields:
- IRD number.
- Source of income:
- Primary income:
- Do you receive an income-tested benefit that is applied to the benefit test?
- Source of income
- Do you hold a valid visa with conditions allowing work in New Zealand; is a New Zealand or Australian citizen, or are entitled to work indefinitely in New Zealand.
- Is your annual income likely to be between $24,000 and $48,000?
- Are you entitled to Family Tax Credits, NZ Super, or Veteran's Pension (or overseas equivalents)?
- Do you have a student loan?
- Secondary income:
- Is annual income from all sources likely to be?
- Do you have a student loan?
- Other income:
- Non-Residential Seasonal Workers Income?
- Casual Agricultural Employees?
- Election Day Workers?
- Special Tax Code?
- Non disclosed.
- Primary income:
- Click the Acknowledgement tick box.
-
Sign the form as completed in the Signature field.
Important
You can click the Upload button to import your existing signature pad. The recommended size for your upload is 300 x 100 pixels.
When updating the Tax Code Declaration page, an employee can view their digital signature and the timestamp. When editing the section, the platform provides the employee with a digital signature pad.
However, when an admin or owner is viewing the Tax Code Declaration page on an employee's file, they only can view the timestamp of when the employee signed. When editing the tax section, the platform does not provide the admin or owner with the digital signature pad.
- Click the Save button.
- Click the People menu.
- Click the People list submenu.
- Select the employee that needs their details updated.
- Select Pay & compensation to display the correct module.
- Click the Tax Code Declaration tab.
-
Click the Tax Code Declaration you want to download.
Helpful Hint
We will show your Tax Code Declaration PDFs by default in descending order, i.e. the most update-to-date form will be at the top of the table.
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