If your employee provides the wrong Tax File Number or TFN, you will need to:
Zero out the earnings for the incorrect TFN
Correct the TFN and send the Year-to-Date values to the ATO
The steps below are for the current Financial Year.
To zero out the earnings for the incorrect TFN:
Take a backup. This is important as we will restore back to this later.
Go to Payroll, Maintenance, Employees, Employees.
Edit the employee and ensure the TFN is the original or the wrong one in the Tax Declaration on Tax Details.
Click OK.
Go to Payroll, Transactions, Import and Export, STP Adjustment.
Select Payroll Company, Employee, and the current Financial Year.
Click Apply.
Click Print Report to check that the TFN is the wrong one.
Back in the grid, tick the checkbox on the left to select the employee.
Click Zero YTD Value.
Confirm that you want Zero the YTD Values by clicking Yes.
Complete the Declaration and click Report.
Go to Payroll, Transactions, Import and Export, STP Reporting, and confirm that the Adjustment Event is successful.
Click Print Report to save a copy of the Adjustment Event for your records.
Once it is successful, restore back to the Backup taken at step one.
To correct the TFN and send Year-to-Date values to the ATO:
Go to Payroll, Maintenance, Employees, Employees.
Edit the employee and change the TFN to the correct one in the Tax Declaration on Tax Details.
Click OK.
Go to Payroll, Transactions, Import and Export, STP Update.
Select the Payroll Company, Employee, and current Financial Year.
Click Apply.
Click Print Report to check that the TFN is the correct one.
Back in the grid, tick the checkbox on the left to select the employee.
Click Update ATO to send to the ATO.
Complete the Declaration and click Report.
Go to Payroll, Transactions, Import and Export, STP Reporting, and confirm that the Adjustment Event is successful.