TFN Declaration

Alicia Anderson
Alicia Anderson Member Posts: 12 Reckoner Reckoner
edited July 2020 in Accounts Hosted
I just want to confirm, if I select "Lodge TFN declaration via Reckon GovConnect" in an employees file does that now mean I won't have to mail paper copies of the TFN declaration to the ATO?  If so should I go back and select the declaration for existing employees who I have already sent a paper form as well?

Thanks for your help :D 

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,576 Reckon Community Manager Community Manager
    edited July 2020
  • Rav
    Rav Administrator, Reckon Staff Posts: 16,576 Reckon Community Manager Community Manager
    edited July 2020
    HELP GUIDE: Tax File Number (TFN) declaration with Reckon Accounts & Reckon Accounts Hosted
  • kenl90
    kenl90 Member Posts: 53 Reckoner Reckoner

    Hi Rav,

    I search the community discussion but the responses are not clear. Appreciate if you could respond to the 2 questions below.

    1. If I've already sent (via snail mail) an employee TFN Decl form to ATO (prior to using Reckon One Medium Pack), do I still need to TICK "Lodge TFN Declaration via Reckon" against that employee OR just leave it UNTICK?
    2. Once I've sent the TFN Decl via Reckon One, going forward, do I UNTICK the "Lodge TFN Declaration via Reckon" against that same employee from the next pay run onwards?


  • Rav
    Rav Administrator, Reckon Staff Posts: 16,576 Reckon Community Manager Community Manager

    Hi @kenl90

    Has your employee already been issued their TFN via the mailed-in application from Q1 above?

  • kenl90
    kenl90 Member Posts: 53 Reckoner Reckoner

    Not sure if I understand your question. Prior to using Reckon One Medium Pack to use the online TFN Declaration, I've been sending the TFN forms to ATO. So, Question 1 is really about, should I tick "Lodge TFN Declaration via Reckon" again?

  • Kris_Williams
    Kris_Williams Member Posts: 3,690 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    I would have thought that was for new employees instead of lodging paper forms

  • Kris_Williams
    Kris_Williams Member Posts: 3,690 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Actually Rav I thought it was for lodgement of the declaration form that we used to send to ATO, not for applying for a TFN on behalf of an employee. I need to clarify that for my own knowledge

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,576 Reckon Community Manager Community Manager

    Sorry yes you're correct. I worded that very poorly. Will edit.

  • kenl90
    kenl90 Member Posts: 53 Reckoner Reckoner

    I'm sorry I'm not following both @Kris and @Rav. All the employees I hire already have a TFN, so I don't understand what you mean. When I hire a new staff, I've to submit the TFN Declaration form to the ATO. Been doing this for years via paper form. So all good...

    Now that I'm using Reckon One to submit this online, I just tick, "Lodge TFN Declaration via Reckon" against the new employee. All Good. I've already done that for a new staff and I can see the result from GovConnect.

    Going forward, for the next pay run, do I keep the the "Lodge TFN Declaration via Reckon" TICK or UNTICK?

    my 2nd question

    Do I TICK all the other employees (whom I've already send the TFN Declaration form before) to resubmit them electronically.

  • Kris_Williams
    Kris_Williams Member Posts: 3,690 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    My understanding is, if you have already lodged employees’ TFN declaration by paper, then you don’t have to do anything in Reckon. But if you get a new employee you will not have to send the paper form in and this is when you would Lodge via Reckon. I imagine you will only do it once.

    ‘where is this Lodge section you are referring to?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,576 Reckon Community Manager Community Manager
    https://community.reckon.com/discussion/comment/20617509#Comment_20617509

    This is exactly correct @Kris_Williams

    Do I TICK all the other employees (whom I've already send the TFN Declaration form before) to resubmit them electronically.

    @kenl90 to answer your 2nd question above, no you do not need to resubmit them again.

  • kenl90
    kenl90 Member Posts: 53 Reckoner Reckoner

    Thanks everyone.

    @Kris_Williams - you can find the lodge section in Payroll/Employees menu; select an employee and click the "Tax" tab

    Screen Shot 2021-04-19 at 2.31.56 pm.png


  • Kris_Williams
    Kris_Williams Member Posts: 3,690 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    No wonder I couldn’t find it, you’re using Reckon One but you posted under Reckon Hosted, Glad its all sorted

  • Zeus2018
    Zeus2018 Member Posts: 6 Novice Member Novice Member

    I am using Reckon Accounts Hosted and need to enter new employees.

    Can someone please explain how I get the tax declaration form lodged .

    I know it says lodge via ReckonGovConnect.

    So once I enter the tax file number and tick the box lodge TFN via ReckonGovConnect, is that all I do

    does that it mean it goes automatically to the ATO.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,813 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Yes, that’s all you need to do - The declaration checkbox is linked to STP so will flow through automatically ☺️

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

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