Taxation Details Report

Overview

The Reports > User > Taxation Details report lists employee tax details, including the number of active jobs linked to the employee, the tax file number (or exemption reason) for PAYG employees, Supplier details for contractors, the tax table being applied, and the TFN Due Date for any overdue employees.

Overdue Tax File Number Declarations

The Taxation Details report can be used to monitor for employees who have not yet submitted their TFN Declaration via the portal. The due date will be shown for employees with an overdue and unsubmitted TFND in a status of either ‘Not Opened’ or ‘Pending Submission by Employee’.

You can review the Taxation Details report to ensure that the correct tax treatment is being applied to your employees' pays. Whatever is set in an employee's Tax & Super tab at the time that a pay run is created is what will apply to their pay in the pay run. 

You will also need to regularly monitor this report for overdue employees to either ensure that they submit their TFN declaration prior to their next pay run, or to be aware that they may be taxed at a higher rate.

If the feature is enabled in your portal, an employee who has not submitted their TFN declaration within the allocated timeframe (usually 28 days) will be moved automatically to the highest marginal tax table.

• If their TFN declaration is not submitted between this occurring and their next pay, the higher tax rate will apply.
• If they submit their TFN declaration after being flagged as overdue and before the pay run is created, then the selections they make in their declaration will deermine how their pay is taxed
• If they submit their TFN declaration after being flagged as overdue and after the pay run is created, their pay will need to be recalculated to pull through their updated TFN declaration selections.

When the pay run is finalised and the STP Submission message is sent, it will contain both the employee's tax treatment code (ie the updated code based on the selections they've made in their TFN declaration) and their pay data (which will have that tax treatment applied).

If there are any errors, these will be flagged as part of the STP message to be amended and resubmitted. 

On-screen Columns

The on-screen view of the Taxation Details report includes the following data:

• Name
• Active Jobs
• TFN
• TFN Not Provided
• Tax Table
• TFND Due Date

Export Options

You can export the on-screen view of the report in .pdf format, or download the Normal CSV, which contains the following fields:

• MID
• Name
• TFN
• Engagement Type
• TFN Not Provided
• Tax Table
• Email
• Address
• Suburb
• State
• Postcode
• TFND Due Date