Key points

• Create a card for any employee you'll pay using AccountRight

• Employee cards store personal information, contact details and payroll details

• Give the employee a Tax file number declaration form to complete and return to you (you can order this form from the ATO website). Use this form to help you enter an employee's details

• Your employee will also need to give you the relevant forms for any variations or exemptions they’re claiming, such as Flood levy exemption declaration

• Using Pay Super? There’s some mandatory information you need to enter in your employee cards

To create an employee card

1. Go to the Card File command centre and click Cards List. The Cards List window appears.
2. Click New. The Card Information window appears.
3. Select Employee in the Card Type field.
4. Enter the employee’s name and their contact details.
5. If you want to assign a code to identify the employee, enter one in the Card ID field.
6. (Plus, Premier) Enter the employee's payroll information.

7. Click OK.

   Will the employee use AccountRight?

   If you’re setting up an employee and they’re going to use AccountRight, you’ll also need to give them access to your company file.