Updating Employee Tax Code Declaration

To update an employees tax code declaration you need to open the employee file and then click tax code declaration tab on the left menu.

Here is what you can change:

• Employing Entity
  • New employing entity
  • As of (the date this change occurred)
• IRD Number
• Employment Type: Update the employment type as required. The options available for selection are:
  • Full Time
  • Part Time
  • Casual
  • Independent Contractor (only available if feature has been enabled, refer to Advanced Settings for more information).
• Tax Code and Source of Income: Update the tax code. The source of income and tax code associations are:
  • Primary Income - M, ME, M SL, ME SL, WT
  • Secondary Income - S, SH, SB, S SL, SH SL, SB SL, SA, SA SL

Please see here fo ACC earner's levies and here for tax codes.

• • Other Income - NSW, CAE, EDW, STC Schedular Payments - WT (only available if contractor management feature has been enabled, refer to Advanced Settings for more information. This value will be selected automatically if the employment type is set at Independent Contractor).
  • Non Disclosed - ND

Once the tax code details have been updated, click on the 'Save' button.