Allows employees to electronically complete and submit their Tax File Number declarations directly to the ATO via a workflow
Integration Format: API
By connecting your workflows with the ATO, you can simplify your submission process, capturing all of the normal information in a digital form instead, and submitting it directly to the ATO at any point in a workflow, minimising physical paperwork and handling.
Initial Setup
The ATO – TFN Declaration add-on can be added to your account by navigating to Add-Ons > ATO – TFN Declaration.
Declaration options are set within the add-on edit screen:
Name: What the add-on will be called in your account.
Tax Declaration fields: Should all be filled in specifically for your business, based on your registered details that you would normally use to submit to the ATO.
Including the TFN Declaration in a Workflow
- The TFN Declaration and TFN Submission steps can be added to any workflow from the right hand ‘stage selection’ menu.
- Include the TFN Declaration in the steps required for an employee to fill out.
- Later, include the TFN Submission stage, which will send the necessary information to the ATO once reached.
- Return to this workflow and check that stage at any point in the future to check the status of the submission.
