The design of e-PayDay Go® allows you to enter the required information logically once the Payee has returned all the relevant ATO and Employer documents. Without this information, you could enter the Payee incorrectly, causing STP reporting issues.

 

The Tax file number declaration (NAT 3092) and Superannuation (super) standard choice (NAT 13080) Australian Taxation Office (ATO) documents are required to be provided to add a Payee correctly, You will also need a completed Employment Contract - an Agreement between a Payer and Payee detailing the Terms and Conditions of employment.

 

The Withholding declaration (NAT 3093), Withholding declaration – short version for Seniors and Pensioners (NAT 5072) and Medicare Levy Variation Declaration (NAT 0929) Australian Taxation Office (ATO) documents are optional unless the Payee is claiming the Seniors and Pensioners Tax Offset or a Medicare Levy Variation.

 

The answers to the following questions in the relevant ATO Documents assist in determining the Tax Treatment and correct PAYGW calculation e-PayDay Go®.

• Tax file number declaration (NAT 3092) - Questions 1, 8, 9 and 10.
• Withholding declaration (NAT 3093) - Question 3, 4, 5, 6, 7 and 8.
• Withholding declaration – short version for Seniors and Pensioners (NAT 5072) - Question 3, 4, 5 and 6.
• Medicare levy variation declaration (NAT 0929) - Questions 1, 4, 5, 6, 7, 8, 9, 11 and 12.

There are some Tax Treatments where there are no indicators on the relevant ATO documents to assist in determining if it applies to the Payee, such as

• Individuals employed in the horticultural or shearing industry.
• Seasonal Worker Programme and Pacific Labour Scheme.

 

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Option 1

The Payee selected An Australian resident for tax purposes and has not provided a TFN or selected any other option at Question 1 in the Tax file number declaration (NAT 3092).

 

Please refer to Add a No TFN (Australian Resident) Payee.

 

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Option 2

The Payee selected An Australian resident for tax purposes and provided a TFN at Question 1 in the Tax file number declaration (NAT 3092). 

 

Based on your requirements, please refer to the relevant documentation for your circumstances;

• Add a Regular (Australian Resident) Payee.
• Add a Horticulturists and Shearers (Australian Resident) Payee.

 

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Option 3

The Payee selected An Australian resident for tax purposes and selected I have made a separate application/enquiry to the ATO for a new or existing TFN at Question 1 in the Tax file number declaration (NAT 3092). 

 

Based on your requirements, please refer to the relevant documentation for your circumstances;

• Add a Regular (Australian Resident) Payee.
• Add a Horticulturists and Shearers (Australian Resident) Payee.

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Option 4

The Payee selected An Australian resident for tax purposes in the Tax file number declaration (NAT 3092) and selected I am claiming an exemption because I am under 18 years of age and do not earn enough to pay tax at Question 1. 

 

Please refer to Add a Regular (Australian Resident) Payee.

 

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Option 5

The Payee selected An Australian resident for tax purposes and provided a TFN or selected I am claiming an exemption because I am in receipt of a pension, benefit or allowance or I have made a separate application/enquiry to the ATO for a new or existing TFN at Question 1 in the Tax file number declaration (NAT 3092). They have advised they wish to claim the Seniors and Pensioners Tax Offset (SAPTO) by returning either the Withholding declaration (NAT 3093) answering Yes to Question 8 or the Withholding declaration – short version for Seniors and Pensioners (NAT 5072) answering Yes to Question 6 and has selected Single, A Member of an Illness-separated couple or A Member of a Couple.

 

Please refer to Add a Seniors and Pensioners (Australian Resident) Payee.

 

 

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Option 6

The Payee selected Working Holiday Maker in the Tax file number declaration (NAT 3092), (irrespective of whether a TFN is supplied).

 

Please refer to Add a Working Holiday Maker Payee.

 

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Option 7

The Payee selected A foreign resident for tax purposes and has not provided a TFN or selected any other option at Question 1 in the Tax file number declaration (NAT 3092).

 

Based on your requirements, please refer to the relevant documentation for your circumstances;

• Add a No TFN (Foreign Resident) Payee.
• Add a Seasonal Worker Programme (Foreign Resident) Payee.

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Option 8

The Payee selected A foreign resident for tax purposes and has either provided a TFN or selected I have made a separate application/enquiry to the ATO for a new or existing TFN at Question 1 in the Tax file number declaration (NAT 3092).

 

Based on your requirements, please refer to the relevant documentation for your circumstances;

• Add a Foreign Resident Payee.
• Add a Horticulturists and Shearers (Foreign Resident) Payee.
• Add a Seasonal Worker Programme (Foreign Resident) Payee.