The Tax Table that an Employee is attached to is largely determined by what has been selected on the TFN Declaration in the Employee's record. To update or review their tax declaration details:
Go to Payroll, Maintenance, Employees, Employees.
Select Tax Details.
Click TFN Declaration at the top of the screen.
Review the Tax Status.
Tick Do you want to claim the tax-free threshold from this payer? if the employee wants to change their claim to the tax free threshold.
Tick the question in box 10 if they want to claim SSTL (Study and Training Support Loan Debt)?
Update Date Declaration Signed.
OK to save the TFN changes.
If required, update the Senior and Pensioner Tax Offset in Tax Details.
To change the Medicare Levy for:
an exemption, tick Medicare Levy Exemption. Tax Scale Code will appear. Select either 04 (No Medicare Levy) for a full exemption or 05 (Half Medicare Levy) for a half exemption.
a reduction, tick Medicare Levy Reduction. Select the Number of Children.
a surcharge, tick Medicare Levy Surcharge and select the percentage.
Click OK to save changes to the Employee record.
Note: If applicable, you may need your employee to complete a new TFN Declaration form in order to make changes to their Tax setup. For more information on the TFN Declaration refer to the ATO .