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. 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.
Maintain
Select the payroll platform you integrated with for the relevant instructions. If you do not have an integrated payroll product, click the HR Only tab.
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- Click the Tax Code Declaration tab.
- Click the Tax Code Declaration you want to download.
Helpful Hint
We will show your Tax Code Declaration PDF's by default in descending order; i.e. the most update to date form will be at the top of the table.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- Click the Tax Code Declaration tab.
- Click the Edit button.
- Complete the following fields:
- IRD number.
- Source of income:
- Primary income.
- Secondary income.
- Other income
- 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.
Availability
| HR Plan: | Premium | Platinum |
| Payroll Plan: | Standard | Premium |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- 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.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- Click the Tax Code Declaration tab.
- Click the Edit button.
- Complete the following fields:
- IRD number.
- Source of income:
- Primary income.
- Secondary income.
- Other income
- 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.
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- 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.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- Click the Tax Code Declaration tab.
- Click the Edit button.
- Complete the following fields:
- IRD number.
- Source of income:
- Primary income.
- Secondary income.
- Other income
- 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.
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- Click the Tax Code Declaration tab.
- Click the Tax Code Declaration you want to download.
Helpful Hint
We will show your Tax Code Declaration PDF's by default in descending order, i.e. the most update to date form will be at the top of the table.
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- Click the Tax Code Declaration tab.
- Click the Edit button.
- Complete the following fields:
- IRD number.
- Source of income:
- Primary income.
- Secondary income.
- Other income
- 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.
Author recommended
So you have now completed your tax code declaration form and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- Managing assigned certifications | HR Employee File This feature allows your employees to complete their assigned certifications and update the data if it expires.
- Managing your bank account details | HR Employee File This feature allows you to add a bank account, specify the account number, and how much to pay into each of their accounts.
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