Compliance reporting: Tax File Number (TFN) declaration

Overview

As an organisation, you can lodge your employees' tax declarations electronically through the HR platform. This lodgment goes through Employment Hero's Electronic Tax File Number Declaration (eTFND) feature, which lodges your employee's tax declarations directly with the 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, access the employee file if you need to see further details on their employment records, and update the lodgment date for a manual submission.

Availibility

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting Started

Lodge electronically: Individually
  1. Click the Reports menu.
  2. Click the Compliance submenu.

    Helpful Hint

    You will now see an overview page that displays the five different areas of compliance reporting

  3. To lodge an individual tax declaration electronically, click on the Tax Report graph.
    TFN_1.jpg
  4. Click the Actions button.
  5. Click the Lodge Electronically button.
    TFN_2.jpg
  6. Click the I Have Read and Accepted the Conditions Above tick box.
  7. Click the Lodge Now button.
    TFN_3.jpg
Lodge electronically: In bulk
  1. Click the Reports menu.
  2. Click the Compliance submenu.

    Helpful Hint

    You will now see an overview page that displays the five different areas of compliance reporting

  3. To lodge in bulk your tax declarations electronically, click on the Tax Report graph.
    TFN_1.jpg
  4. Select the employees that need their tax declarations lodged electronically.
  5. Click the Lodge Electronically button.
    TFN_4.jpg
  6. Click the I Have Read and Accepted the Conditions Above tick box.
  7. Click the Lodge Now button.
    TFN_5.jpg
Mark as lodged: Individually
  1. Click the Reports menu.
  2. Click the Compliance submenu.

    Helpful Hint

    You will now see an overview page that displays the five different areas of compliance reporting

  3. To mark an individual tax declaration as manually lodged, click on the Tax Report graph.
    TFN_1.jpg
  4. Click the Actions button.
  5. Click the Mark as Lodged button.
    TFN_6.jpg
  6. Enter the lodgement date and click the Submit button.
    TFN_7.jpg
Mark as lodged: In bulk
  1. Click the Reports menu.
  2. Click the Compliance submenu.

    Helpful Hint

    You will now see an overview page that displays the five different areas of compliance reporting

  3. To mark in bulk employee tax declarations as manually lodged, click on the Tax Report graph.
    TFN_1.jpg
  4. Select the employees that need their tax declarations marked as manually lodged.
  5. Click the Mark as Lodged button.
    TFN_8.jpg
  6. Enter the lodgement date and click the Submit button.
    TFN_9.jpg

Maintain

View an employee file
  1. Click the Reports menu.
  2. Click the Compliance submenu.

    Helpful Hint

    You will now see an overview page that displays the five different areas of compliance reporting.

  3. To view the employee file attached to the tax file declaration data, click on the Tax Report graph.
    TFN_1.jpg
  4. Click the Actions button.
  5. Click the View Employee File button.
    TFN_13.jpg
Filtering employees
  1. Click the Reports menu.
  2. Click the Compliance submenu.

    Helpful Hint

    You will now see an overview page that displays the five different areas of compliance reporting.

  3. To filter your tax file declaration data, click on the Tax Report graph.
    TFN_1.jpg
  4. Click the Filter button and choose from the following options:
    • Show all.
    • Lodged.
    • Not lodged.
    • Outdated.
    • Terminated.
    TFN_10.jpg
Update lodgement date
  1. Click the Reports menu.
  2. Click the Compliance submenu.

    Helpful Hint

    You will now see an overview page that displays the five different areas of compliance reporting.

  3. To update the lodgement date for a manually lodged tax declaration, click on the Tax Report graph.
    TFN_1.jpg
  4. Click the Action button.
  5. Click the Update Lodgement Date button.
    TFN_11.jpg
  6. Enter the updated lodgment date and click the Submit button.
    TFN_12.jpg

Further Information

What are the four lodgement statuses

The four lodgement statuses the HR platform will show are:

  1. Lodged electronically.
  2. Not lodged.
  3. Lodge manually
  4. Outdated
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