*Please note the TFN declaration is automatically lodged with the Employee’s first pay on Single Touch Payroll thus this may be a redundant step. If the Employee’s pay will be lodged on Single Touch Payroll, there is no need to send this form via SBR.

The Tax File Number Declaration Form that provides the information to add the employee to Wages Manager and determine the Tax Withholding Scale that applies.
The new ATO Standard Business Reporting allows you to lodge the Tax File Declaration Data directly from the program.

To use this, you must first have registered for this option with the Australian Taxation Office and connected to the Internet.

Click on [Tools]> Lodge TFN Declaration via SBR
The SBR Settings page will open.
The first time you use this you will need to create the settings. However, if you have already done this for lodging your BAS or PAYG Payment Summaries via SBR, the details previously recorded.

So it may simply be a case of typing in your Password and then clicking on [Next].
If you are setting up for the first time, the Lodgement Details and MyGovID Credentials will be information supplied from the Tax Office when you registered for Standard Business Reporting.

If you had not registered for SBR reporting, please refer to this article: SBR reporting using myGovID

The Payer Information is for your business. The Intermediary Information relates to any intermediary such as your accountant who lodges this information on your behalf.
When you have completed this information, or entered your password when you return, click on [Next].

Note: This information will automatically appear when you next open this section. However, you will need to type in the ‘Keystore ’Password’ supplied to you by the ATO each time you use the SBR lodgement.

You will need to ensure the SBR form is linked to the correct file. Please refer to this article: How Do I link my Keystore file on SBR

When you click on [Next] you can select the employee(s) for lodgement.
Note: if you are doing this for the first time and have previously lodged Tax File Number Declarations for some employees, select those employees and then click on [Mark as Lodged]. Then select and lodge the TFN Declaration for the new employee(s) as required.

Once you have completed the form, click on [Pre-lodge] to have the ATO check your form, or [Lodge] to lodge your form.

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