Feb 23, 2023
340
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.