Oct 29, 2024
586
The Tax File Number Updated Alert (Modal) is displayed when editing a;
- Australian Resident Payee after entering;
- A Valid Tax File Number or 111-111-111, 333-333-333 or 444-444-444 where the required validation has passed.
- Working Holiday Maker after entering;
- A Valid Tax File Number or 111-111-111 where the required validation has passed.
Once OK is selected, and the Payee is;
- An Australian Resident;
- Whose birthday is < 60 years in the past and Tax File Number is now Valid, 111-111-111 or 333-333-333,
- Tax Treatment will be set to Regular.
- Whose birthday is ≥ 60 years in the past and Tax File Number is now Valid, 111-111-111 or 333-333-333,
- Tax Treatment will be set per the previous selection (e.g., if Seniors and Pensioners was selected, this is also the new setting).
- Whose birthday is ≥ 60 years in the past and Tax File Number is now 444-444-444,
- Tax Treatment will be set to Seniors and Pensioners.
- Whose birthday is < 60 years in the past and Tax File Number is now Valid, 111-111-111 or 333-333-333,
- A Working Holiday Maker;
- Tax Treatment will be set to Working Holiday Maker.