Change the Tax File Number for a specific Payee.
Nov 11, 2024
737
Select Payees.
Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
Once the Payee has been located, select Actions > Edit.
Select Edit.
Change the Tax File Number (TFN), as required.
🎯 If the Tax File Number is not valid, the appropriate alert text will be displayed below the field. Please refer to Tax File Number (TFN) Alerts Explained.
👉 If Exemption Tax File Number 000-000-000 is entered, the following alert will be displayed. Select OK.
👉 If a valid Tax File Number is entered, the following alert will be displayed. Select Ok.
Select Taxation and Medicare.
Ensure all details match the updated declaration provided by the Payee.
- Tax file number declaration (NAT 3092).
- Withholding declaration (NAT 3093), or
- Withholding declaration – short version for Seniors and Pensioners (NAT 5072).
Select Save.
