Forum Discussion

2 years ago

TFN Declaration Employee OnBoarding STP2

Hi We are looking for some clarification regarding the completed TFN declaration that according to the ATO (see below) must be kept for your records. When using MYOB Employee Onboarding - where...

PriyaSelvaraj
2 years ago
Hi JillL1 ,

Hope you are having a great day! Thank you for our patience while waiting for the response.

I certainly understand your concern on conflicting answers and would like to add a personal apology as my previous reply also adds to the conflict.

Based on the above conflicts and your further questions, I escalated these answers for review directly with the Product Manager responsible for the employee onboarding integration and would like to provide a definitive answer here.

The first point is that Flare does indeed provide a virtual TFN Declaration form in accordance with these standards: https://softwaredevelopers.ato.gov.au/sites/default/files/resource-attachments/n73963_js36410_TFN_declaration_approved_electronic_payee_to_payer_process.pdf.

The details in the form are then stored securely by Flare, and can be retrieved by MYOB's system at any time through the use of the PDF snapshot feature we have, with the given date and time of the submission of the form.

The PDF snapshot we have is indeed sufficient to cover the ATO's requirement to store the TFN declaration on record, as it is a reflection of what was captured as part of that virtual form, and contains all the required information.

The TFN information itself is submitted to the ATO as part of the STP2 process after the records from Flare have been imported into our system.

So just to confirm, the Flare onboarding process is entirely sufficient in terms of record keeping for the collection of TFN and Super details, and no additional forms are required to be stored.

Hope this helps and I would like to assure that our moderators will be updated with right information.

Cheers

Priya Selvaraj

PriyaSelvaraj

MYOB Staff

Hi JillL1

Apologies for not getting back earlier as I was away for a few days.

I have already escalated your further queries about the documentation about the employee onboarding process to the relevant team. Kindly allow me some more time to follow up with them and update you accordingly.

Thanks again.

Priya

PriyaSelvaraj

MYOB Staff

2 years ago

Hi JillL1 ,

Hope you are having a great day! Thank you for our patience while waiting for the response.

I certainly understand your concern on conflicting answers and would like to add a personal apology as my previous reply also adds to the conflict.

Based on the above conflicts and your further questions, I escalated these answers for review directly with the Product Manager responsible for the employee onboarding integration and would like to provide a definitive answer here.

The first point is that Flare does indeed provide a virtual TFN Declaration form in accordance with these standards: https://softwaredevelopers.ato.gov.au/sites/default/files/resource-attachments/n73963_js36410_TFN_declaration_approved_electronic_payee_to_payer_process.pdf.

The details in the form are then stored securely by Flare, and can be retrieved by MYOB's system at any time through the use of the PDF snapshot feature we have, with the given date and time of the submission of the form.

The PDF snapshot we have is indeed sufficient to cover the ATO's requirement to store the TFN declaration on record, as it is a reflection of what was captured as part of that virtual form, and contains all the required information.

The TFN information itself is submitted to the ATO as part of the STP2 process after the records from Flare have been imported into our system.

So just to confirm, the Flare onboarding process is entirely sufficient in terms of record keeping for the collection of TFN and Super details, and no additional forms are required to be stored.

Hope this helps and I would like to assure that our moderators will be updated with right information.

Cheers

Priya Selvaraj

ItaiMYOB
MYOB Product Manager
2 years ago
Hi JillL1 @& Carol6

Thanks for reaching out to us on the forums. Again, apologies for the prior confusion. I can confirm the PriyaSelvaraj response is now the correct one.

Have a great weekend.

Regards

Itai Etzman
JillL1
Experienced User
2 years ago
Hi PriyaSelvaraj

Thank you for that much clearer response. Could you explain how to print the PDF please. Is that something we can do or would we need to approach MYOB for assistance?
- ItaiMYOB
  MYOB Product Manager
  2 years ago
  Hi JillL1
  
  You can print it by downloading the PDF and printing that by following the steps outlined here:
  
  Employee self-onboarding - MYOB AccountRight - MYOB Help Centre
  
  Under the heading: "Viewing a self-onboarded employee's details or super choice form"
  
  Regards
  
  Itai Etzman
  - JillL1
    Experienced User
    2 years ago
    Hi ItaiMYOB & PriyaSelvaraj
    
    Not sure why this is marked as solved when we are not quite there yet?
    
    Could you please confirm that the PDF we are talking about is simply the summary of the onboarding information that the employee enters. i.e. the PDF that is accessed from the employee card and is labelled "Employee details submitted via onboarding" and when opened is headed "Employee self-onboarding form information submitted on...: Please do not give another vague answer and refer me back to another link to instructions that don't quite fit. This has taken way too long to get a correct answer and we just need simple clear instructions.