The Reports > User > TFN Declarations report lists the tax file number declarations that are ready to submit to the ATO. The report will also list the current status for each declaration.
The default view of the report will display any declarations that require action. You can access an employee’s TFN declaration by clicking the ‘Declaration’ link in the report line.
Submit a TFN Declaration
You can also submit a TFN declaration from within the report.
Tick the checkbox to select an employee.
Click With selected… > Submit TFN.
This will queue the TFN declaration to be sent to the ATO. The information in the declaration will only be validated once an attempt to send to the ATO is made, so if there are errors, these may not be flagged immediately.
TFN Declaration Statuses
You can use the Report Settings filters to change which records display in the TFN Declaration report.
The TFN Declaration Status drop-down includes the status options that you’ll see in the portal. You can also drill down further by choosing ‘Select statuses’ and then ticking the checkbox for each status that you would like to view.
|Requires Action||TFN declaration that require particular actions to be completed before they can be submitted|
|Not Opened||A ‘Requires Action’ status which indicates that the TFN declaration is incomplete.|
|Error||A ‘Requires Action’ status which indicates an issue with validation that is preventing the TFN declaration from being sent onto the ATO.|
|Rejected by ATO||A ‘Requires Action’ status which indicates that the ATO have received the file and have identified and responded with an error message.|
|Pending Submission by Employee||A ‘Requires Action’ status which indicates that the employee has started but not submitted a TFN declaration|
|Submitted||The TFN declaration has been submitted and is ready to be sent to the ATO|
|Processing||The TFN declaration has been submitted and is in the process of being sent through to the ATO|
|Awaiting Response from ATO||The TFN declaration has been sent to and received by the ATO, and we are awaiting their response|
|Accepted by ATO||The TFN declaration has been accepted by the ATO|
The on-screen view of the TFN Declarations report includes the following data:
- Due Date
You can export the on-screen view of the report in .pdf or .csv format.