• Tax file number declaration (NAT 3092)
• Superannuation (super) standard choice (NAT 13080)

You will also need a completed Employment Contract, which is an Agreement between a Payer and Payee detailing the Terms and Conditions of employment.

The following forms are optional, unless the Payee is claiming the Seniors and Pensioners Tax Offset or a Medicare Levy Variation,

• Medicare Levy Variation Declaration (NAT 0929)
• Withholding declaration (NAT 3093)
• Withholding declaration – short version for Seniors and Pensioners (NAT 5072)

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

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

Once you have the required information, set up the Payee by choosing one of the following options (1 - 8).

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).

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). 

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). 

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. 

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.

Option 6 - The Payee selected Working Holiday Maker in the Tax file number declaration (NAT 3092) (irrespective of whether a TFN is supplied).

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).

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).