Managing an employees tax code declaration via the HR platform

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.

HR Only EH Payroll KeyPay Xero

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.

Download my Tax Code Declaration
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee that needs their details updated.
  4. Click the Tax Code Declaration tab.
  5. 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.

    Tax__NZ__1.jpg
Edit Tax Code Declaration
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee that needs their details updated.
  4. Click the Tax Code Declaration tab.
  5. Click the Edit button.
    Tax__NZ__2.jpg
  6. 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.
      Tax__NZ__3.jpg

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