This guide will assist new staff with entering onboarding details, and explaining concepts that are required by the ATO. Explanations for the fields are based on information provided by the ATO.
My Tax File Number is...
Your tax file number is a 9 digit number that's used to identify you in the Australian tax system. A TFN is free to apply for, and is required to apply for government benefits, lodging tax returns electronically, and more.
If you do not have a TFN when completing onboarding, you can one of the following options:
I've applied for a TFN
I'm under 18 and don't earn enough to pay tax
I'm on a pension/benefit/allowance
I don't want to provide my TFN
My pay basis is...
Your pay basis is decided by your employer, and impacts hours of work, overtime conditions, leave types, and more. Choose either:
If you're unsure of what your pay basis is, reach out to your employer for confirmation.
I've changed my family name since last dealing with the ATO
If you've recently had a name change, and your name hasn't been updated with the ATO, select the Yes option and provide the family name the ATO does have on record.
I am a...
Confirm your residency for tax purposes. Choose either:
Australian resident for tax purposes
Foreign resident for tax purposes
If you are a foreign resident, you may still be an Australian resident for tax purposes - to check, visit the ATO website.
I want to claim the tax-free threshold
Claiming a tax-free threshold will reduce the amount of tax withheld from your income. Generally, if you only have one employer, you may claim the tax-free threshold.
Learn more about claiming the tax-free threshold on the ATO website.
I want to claim seniors and pensioners tax offset
You may be able to claim a seniors and pensioners tax offset if you meet conditions around Australian Government pension/allowances and you and your spouse's income.
Learn more about eligibility for this offset on the ATO website.
I want to claim a zone, overseas forces, or invalid carer tax offset
You may be able to claim a zone, overseas forces, or invalid career tax offset if you meet the eligibility criteria required by the ATO.
Learn more about the criteria for this offset on the ATO website.
I have a Higher Education Loan Program (HELP), Student Start-up Loan (SSL) or Trade Support Loan (TSL) debt
If you have undertaken tertiary education or an apprenticeship, you may have accrued a HELP, SSL, or TSL debt to finance the study. Having this debt will affect how your employer pays you.
Learn more about study and training debts on the ATO website.
I have a Financial Supplement debt
A student Financial Supplement scheme debt (SFSS) was a voluntary loan similar to other study and training debts. While the scheme is closed, some may still be repaying these debts.
Learn more about the SFSS on the ATO website.
My income type is...
For this field, select how you are receiving your pay from the following options:
Salary and Wages
Closely Held Payees
Working Holiday Makers
Learn more about these income types on the ATO website.
My tax scale type is...
For this field, select which classification you fall into from the following options:
Horticulturist or Shearer
Senior or Pensioner
Working Holiday Maker
Tip: If you are not a horticulturist, shearer, senior, pensioner, or working holiday maker, you'll likely be under the 'Regular' category.
My employment type is...
Employee - you work directly for the business you are onboarding into
Contractor - you are being onboarded as an employee of another business, and generally for temporary, irregular periods of work
Learn more about the difference between an employee and a contractor on the ATO website.