VIDEO: How to Complete the Tax File Declaration

Follow

This video will walk through how to complete the Tax File Declaration for an employee, what each setting means and how to lodge this with the ATO. These can be lodged manually, electronically or through the SBR channels and be lodged individually or in bulk.

PLEASE NOTE:

The option to select from 'None', 'Half' or 'Full' Medicare Levy Exemption is a new feature and is therefore not shown in this video. However, you can find this on the Employees' Tax File Declaration page just above the 'Date Signed' field.

This video contains images of the "old" KeyPay payroll dashboard. Add an employee by clicking on the Add Employee tab, here on the dashboard:

QBO users add an employee by clicking on the ‘Employees’ button, then ‘Add Employee’:

 

Please see below for related written articles on this topic:

Updating employee tax file declaration

Special Tax File Numbers

Please contact support@yourpayroll.com.au should you have any questions or feedback.

 

 

Powered by Zendesk