Change Personal Details for a specific Payee.

1. Change the Time Clock ID for a specific Payee.
2. Change the Payee Code for a specific Payee.
3. Change the Tax File Number for a specific Payee.
4. Change the STP Payee ID for a specific Payee.
5. Change the STP Previous Payroll ID for a specific Payee.
6. Change the Residency for Taxation Purposes for a specific Payee.
7. Change the VISA Number, Expiry or Country for a specific Payee.
8. Change the email address for a specific Payee.

Change the Time Clock ID for a specific Payee.

1. Select Payees.
2. Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
3. Once the Payee has been located, select Actions > Edit.
4. Change the Time Clock Id, as required.
5. Select Save.

Change the Payee Code for a specific Payee.

1. Select Payees.
2. Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
3. Once the Payee has been located, select Actions > Edit.
4. Change the Payee Code, as required.
5. Select Save.

Change the Tax File Number for a specific Payee.

1. Select Payees.
2. Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
3. Once the Payee has been located, select Actions > Edit.
4. Select the Pencil (Edit) Icon next to the Tax File Number (TFN).
5. Change the Tax File Number (TFN), as required.
   🎯 If the Tax File Number is invalid, the appropriate alert text will be displayed below the field. Please refer to Tax File Number (TFN) Alerts Explained.
   👉 If Exemption Tax File Number 000-000-000 is entered, the following alert will be displayed. Select OK.
   👉 If a valid Tax File Number is entered, the Tax File Number Updated Alert (Modal) will be displayed. Select Ok.
6. Select Taxation and Medicare.
7. Ensure all details match the updated declaration provided by the Payee.
   1. Tax file number declaration (NAT 3092).
   2. Withholding declaration (NAT 3093), or
   3. Withholding declaration – short version for Seniors and Pensioners (NAT 5072). 
8. Select Save.

Change the STP Payee ID for a specific Payee.

1. Select Payees.
2. Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
3. Once the Payee has been located, select Actions > Edit.
4. If the Payee has been included in an STP Submission, select the Edit Icon next to the STP Payee ID to enable the field.
5. Change STP Payee ID, as required.
6. Select Save.
7. If the Payee has been included in an STP Submission, the STP Payroll ID Alert (KModal) is displayed. Select Ok.

Change the STP Previous Payroll ID for a specific Payee.

1. If the STP Previous Payroll ID was not required, select Payees.
2. Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
3. Once the Payee has been located, select Actions > Edit.
4. Enter or remove the STP Previous Payroll ID. 
   👉 If the STP Previous Payroll ID was entered, the STP Previous Payroll ID Alert (Modal) is displayed. Select OK.
   👉 Once the STP Previous Payroll ID and Opening Taxation Balances have been entered for all relevant Payees, an Update event must be sent to the ATO.
5. Select Save.

Change the Residency for Taxation Purposes for a specific Payee.

1. Select Payees.
2. Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
3. Once the Payee has been located, select Actions > Edit.
4. Within Personal Details, change Residency for Taxation Purposes as required.
5. The Residency for Taxation Purposes Alert (Modal) is displayed.
6. Select Ok.
7. Navigate to Taxation and Medicare.
8. Confirm the following fields match the Tax File Number Declaration (NAT 3092). Withholding Declaration (NAT 3093) or Withholding declaration – short version for Seniors and Pensioners (NAT 5072).
   1. Tax Treatment.
   2. Income Stream
   3. Tax Free Threshold.
   4. Study and Training Support Loan (STSL).
   5. Seniors and Pensioners Tax Offet (SAPTO)
   6. Medicare Details.
9. Make any changes as necessary, then select Save.

Change the VISA Number, Expiry or Country for a specific Payee.

1. Select Payees.
2. Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
3. Once the Payee has been located, select Actions > Edit.

4. Update the VISA Number, Expiry and Country, as required.

5. Make any changes as necessary, then select Save.

Change the email address for a specific Payee.

1. Select Payees.
2. Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
3. Once the Payee has been located, select Actions > Edit.

4. Update the email address as required.

5. Make any changes as necessary, then select Save.