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Under Employees>Tax Table Info

Tax File NumbersThe tax file number, as shown by the employee on his/her Tax File Number Declaration is entered in the Tax Reference Number field. This field can be found by going to Employees>Payroll Info>Tax Details. The data in this field is also shown in the Tax No field within the Employees>Address Info> window. Input and editing can be done in either field. There are some cases where the employee does not provide a tax file number. The rules below explain what is required under these circumstances.

000000000 :

Enter this number in cases where the employee does not provide a tax file number. It is necessary to select the 4-NoTFNr or 4-NoTFNn tax code and enter nine zeros in the Tax Reference Number field.

111111111 :

Enter this interim code in cases where the employee has applied for a TFN. This code would usually be updated with the employee's TFN when it becomes available. If the employee does not provide a TFN within the 28 day period allowed, it becomes necessary to enter 000000000 to signify that the employee has not provided a TFN.

333333333 :

This code is used for employees under the age of eighteen who earn:

• $350 or less weekly, or
• $700 or less fortnightly; or
• $1517 or less monthly;

Such employees are able to claim an exemption from quoting a TFN.

444444444 :

Use this code for an employee who is a recipient of a social security, service pension or benefit (refer to Centrelink and/or ATO for more information). These employees can claim an exemption from quoting a TFN.

987654321 :

In the event that the employee includes a non numeric in the tax file number, the code 987654321 must be used in place of the quoted TFN. This code must also be used where the TFN quoted exceeds the mandatory 9 digits. 

@Zappy you haven’t missed the mail. There is no high level requirement to do this.

I’ve had one client make a no jab no work statement. He has spoken to me about recording the details and with me being uncertain how all this will play out, I have told him to store anything on the HR files rather than the accounting file.

Have you done a rebuild of data - 3 times is recommended

Hi @Rav , I believe @bromleysteel  wants to include custom info in the email itself, not the exported PDF.

@bromleysteel, I don't think it is possible to do so at the moment.

Go into preferences and tick Don’t save desktop.

Keep pressing escape to make sure all windows are closed

click view - open window list to ensure you can see any open reports etc

At this stage I have nothing else to suggest

@lauranguyen General Journal (GJ) entries are the behind-the-scenes double-entry accounting process that takes place for any transaction entry & can involve ANY account in your Chart of Accounts List.

The Make Deposit entry still creates a GJ ! (DR bank account / CR WC Reimb Income)

The purpose of having alternate entry methods - eg Enter Bill, Rcv Pymt, Write Chq, Make Deposit etc - is just to make the process simpler at User level & more relevant to what has actually occurred.

GJs are very generic & - unlike the entry options available - don't capture specific details/scenarios very well. There are few reasons to need to use a GJ in RA. I mainly only use them for EOFY Depreciation or for something that can't be entered any other way (which isn't much! 😊)

Are you still processing wages in the normal way? The income would just go to an income account called Workers Comp reimbursement, at least that’s what I do with it

To add to Kris's comment, this income reimbursement you receive should be entered via the Make Deposit window.

Sales Receipts/Invoices are used when a transaction needs to be allocated a tax code to ensure inclusion in Tax (BAS) reports. As WC is not BAS-applicable, it doesn't need to be entered via that process.

If applicable - eg if the entity is paying PAYG Instalments based on a percentage of income - this Workers Comp reimbursement income amount is shown at T1 only on the BAS for this.

Is it a salary sacrifice deduction? If so the deduction will be setup as SS and will reduce the amount of tax they pay