When using employee onboarding (MYOB for us) and also using STP2 is it necessary to still hold a paper copy of the TFN declaration as the ATO site indicates. Specifically are we required to have the employee complete the ATO form and then hold that on file OR can we rely on the information that they have completed during the onboarding process. The only reports we can produce from MYOB are a copy of the onboarding information inclusive of tax details or we can export tax information from the employee card. We cannot produce a TFN declaration form in the ATO format. The ATO site refers to needing to keep a copy of TFN declaration form. Is our MYOB onboarding information sufficient or are we required to also complete a paper form to hold?
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3 replies
Hi @Jill2
Yes, it’s necessary as part of your record keeping obligations.
Have a look at our Payer information and obligations page under the TFN declaration page it explains on what you need to keep and for how long.
This includes when the employee completes the paper form, or they have provided a printed employee tax and/or super details summary from ATO online.
Both documents provide you the details you need to determine the amount of tax to be withheld from payments.
All replies
Hi @Jill2
Yes, it’s necessary as part of your record keeping obligations.
Have a look at our Payer information and obligations page under the TFN declaration page it explains on what you need to keep and for how long.
This includes when the employee completes the paper form, or they have provided a printed employee tax and/or super details summary from ATO online.
Both documents provide you the details you need to determine the amount of tax to be withheld from payments.
We are not using ATO online (assume you are referring to the employee completing details via MyGov?)
Can you confirm if a printed copy of the onboarding information, as entered by the employee direct to our payroll system, is sufficient? Printed & signed by the employee if necessary. OR, do we need to duplicate the process and ask them to still hand complete the ATO TFN declaration form to hold for our records.
Hiya @Jill2 👋
As per the ATO specifications your DSP would have used to develop their electronic TFND form:
The required period for a payer to retain a copy of the TFN declaration is, according to s202CD of the Income Tax Assessment Act 1936, until the second 1 July after the day on which the declaration ceases to have effect. A payer is required to keep a record of the transaction, that is, a copy of the electronic transaction or audit trail of the electronic TFN declaration form.
Always have to know where to find all the hidden ATO gems 😉
Deanne
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