This is only available only in AccountRight 2018.1 and later.

1. Go to the Card File command centre and click Cards List. The Cards List window appears.

2. Select an employee from the list and click Edit. The Card Information window appears.

3. In the Profile tab, select Individual from the Designation drop-down list. Make sure the following fields are also complete:
   • Card ID - the ATO need each employee to have a unique ID code, up to 15 characters. If your employee cards don't currently have Card IDs, assign a unique alphanumeric ID to each employee card, such as EMP001, EMP002, etc.
   • Last Name
   • First Name
   • Address (- including City, State and Postcode). Make sure the State is selected from the dropdown list and not typed in.
4. In the Payroll Details tab, make sure the following fields are complete:
   
   • In the Taxes section: Tax File Number.
     What if I don't have an employee's TFN?
5. Repeat these steps for each employee.

You can use any of these TFNs provided by the ATO.

• 111 111 111 for a new payee has not made a TFN declaration, (28 days have not passed).
• 333 333 333 for a payee under 18, earning less than $350 per week, $700 per fortnight or $1,517 per month.
• 444 444 444 for a payee who is an Australian Government pensioner payee.
• 000 000 000 if your payee chose not to quote a TFN and has not claimed an exemption from quoting a TFN or does not fit into any of the above categories.

Check with the ATO if you are unsure what to enter.

Task 1 - Check payroll details

Task 2 - Assign ATO reporting categories

Task 3 - Connect to the ATO