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Accessing an employee's TFN declaration details

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Accessing an employee's Tax File Number (TFN) Declaration details to view or download the information

As an admin in the platform, you have the ability to view and download an employee's latest TFN Declaration or view a history of changes that an employee has made on their TFN Declaration. 

Reasons you may want to do this would be

  • If an employee is being taxed incorrectly and you would like to check what options have been chosen, or 
  • If you would like to provide a copy of their TFN Declaration to an employee if they can't download this from the Employee App. 

If an employee requests that you update their Tax file Declaration, please note, that as this is an official ATO document, the employee must do this themselves. You can provide your employees with these instructions to assist them.

When an employee updates their personal details (name, date of birth, or address) on their tax file declaration form - it will automatically update in the relevant areas in the Employee profile within their Employee App and the admin portal.

In this article we will go through:

  • Accessing an employee's latest TFN Declaration via the Manage menu
  • Accessing an employee's history of TFN Declarations via the Financial area

  Permissions Reminder: To view/edit this area of the Employee Profile you will need to have Manage Employee Financial Details enabled in your permissions.

Accessing an employee's TFN details via the manage menu

You may want to download an employee's latest TFN Declaration to quickly view any of the details an employee has inputted. 

To access an employee's TFN Declaration details via the Manage menu:

  1. Navigate to People > Approved People and locate the desired employee or search for your employee using the search bar in the top right and click on their name to go into their profile.
  2. From the profile overview select, Manage > Download tax declaration.
  3. The employee's tax declaration will open in your browser for you to view/download. 

Accessing an employee's TFN details via the financial menu

You may want to view a history of changes that an employee has made on their TFN Declaration. You can see an employee's TFN Declaration history via the Financial menu in the Employee Profile. 

To access an employee's TFN Declaration details via the Financial menu:

  1. Navigate to People > Approved People and locate the desired employee or search for your employee using the search bar in the top right and click on their name to go into their profile.

  2. Select Financial > Tax.

  3. Scroll to the bottom of the Tax section to view the Declaration history.

  4. Select on the relevant TFN Declaration link to view/download.

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