Retrieve Employee Tax and Super Information from the ATO (NEW)

Retrieve Employee Tax and Super Information from the ATO

You can now electronically retrieve a new employee's tax and superannuation information directly from the ATO using their my Gov-submitted employment form. This process ensures accuracy and simplifies on boarding for both employers and employees.

📄 About the New Process

• Employees must complete their New Employment Form via myGov.
• A PDF copy of the completed form, including an Event ID, should be provided to the employer.
• This Event ID is used in JobBag to retrieve the employee’s tax and super info from the ATO.

Note: The paper version of the TFN Declaration is being phased out and removed from the ATO website.

🔁 How to Retrieve Tax & Super Information from the ATO

Step 1: Add a New Tax Event

1. Go to the Employment / PAYG tab.

   Click Add New Tax Event.

   Enter the Event ID provided by the employee and click Save.

   • The event will save with a status of NEW.

Step 2: Retrieve the Tax Information

1. Navigate to: Payroll > Single Touch Payroll > TFN Declarations > Get TFN data from myGov
2. The SBR File will show a status of New.
3. Click Submit to ATO and enter your M2M password.
4. The status will now show as Sent to ATO.
5. Click Get Update from ATO to retrieve the result.
6. The status will now show as Accepted

Step 3: Create TFN Record

1. Once the file is Accepted, you can proceed to Create TFN.
2. A confirmation message will appear to confirm the TFN record has been created.

✅ Check Tax Event Status

After the TFN record is created:

• Go back to the Employment / PAYG tab.

  The Tax Event status should now show as:

  • Status: Completed
  • Edit Status: Received

You can now verify that the correct PAYG withholding has been applied for the employee.