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Intro to Tax Details (Australia)

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  • Updated on Oct 13, 2025
  • Published on Oct 13, 2025
  • 7 minute(s) read
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Who can benefit from this guide?

Payroll staff who are responsible for entering and managing payroll information for Australian employees.

The Tax Details bubble and its relevance to payroll

The Tax Details bubble allows you to input and manage essential tax information for each of your Australian employees. It includes the Tax File Number (TFN) declaration and fields required to figure out the calculated tax scale and tax treatment code. These details are crucial for generating Single Touch Payroll Phase 2 (STP2) files and accurately calculating taxes and levies. The Tax Details bubble also allows for date-effective current, forecast, and historical records, providing flexibility and accuracy in tax data management.

Accurate tax details are essential for meeting regulatory requirements and avoiding potential penalties. We’ve created the Tax Details bubble in such a way that ensures that managing tax details is straightforward and compliant with Australian tax regulations, simple to use, and helps you maintain accurate and up-to-date records for all your employees.

How to add a tax detail record

  1. Open the employee's Tax Details:

    1. Go to People > Employees.

    2. Select the employee you need to edit.

    3. Go to Action > Tax Details. The dated TAX DETAILS panel will open.

  2. Select Add tax details. The ADD TAX DETAIL panel will open.

  3. Establishing information:

    1. Enter the START DATE.

      • This is the tax record start date.

      • If this is the first record, the date will default to the occupancy start date.

    2. (Optional) Enter the END DATE if known.

    3. Select EMPLOYMENT BASIS.

      • This is the context of employment, including full-time employment, part-time employment, labour hire, and casual employment.

    4. Select RESIDENCY STATUS FOR TAX PURPOSES.

      • Options are Australian Resident or Foreign Resident.

  4. TAX FILE NUMBER DECLARATION section:

    1. Enter the TAX FILE NUMBER (TFN).

    2. If the employee doesn’t have a TFN number, select one of the following (or enter the corresponding number in the TAX FILE NUMBER (TFN) field):

      Select one of these options when TFN number not available

      Not quoted (000000000)
      Employee has not provided a TFN.

      Pending (111111111)
      Employee made a separate application or enquiry for a new or existing TFN.

      Under 18 (333333333)
      Employee is under 18 years of age and claiming an exemption.

      Receives a pension, benefit, or allowance (444444444)
      Employee claiming exemption.

    3. (Optional) Enter the PREVIOUS FAMILY NAME.

      • The employee will have declared their previous family name if it has changed since they last dealt with the ATO.

    4. Set EMPLOYEE IS CLAIMING THE TAX-FREE THRESHOLD to Yes or No.

      • Default is Yes unless the employee is not eligible to claim the tax-free threshold. In that case, Jemini will automatically set the toggle to No and deactivate this option.

    5. Enter the DATE TFN DECLARATION SIGNED.

      • This is the date signed by the employee on the declaration form.

  5. CALCULATE TAX SCALE AND TREATMENT CODE section:

    1. Select a TAX CATEGORY from the drop-down list. New settings may appear depending on the tax category you select.

    2. Complete the additional settings if required. These may include:

      • TAX CATEGORY OPTIONS

      • “EMPLOYEE HAS HELP, VSL, FS, SSL OR TSL DEBT” toggle

      • MEDICARE SETTINGS

      TIP

      The steps for these are detailed below in Tax categories and options.

  6. Once you’ve completed the above steps, Jemini will calculate and display the TAX SCALE and TAX TREATMENT CODE.

  7. Select Green Tick Button to save and close the ADD TAX DETAILS panel.

    • The record will display in the TAX DETAILS panel as a current or forecast record, depending on the start date.

    • The TAX DETAILS bubble will show the record’s start date, tax scale, and tax treatment code

  8. Select the X button to close the TAX DETAILS panel.

IMPORTANT

Income stream and tax categories are connected, but not all income streams are compatible with all tax categories. If you’ve already added an Income Stream record and it’s not compatible with the Tax Details, Jemini will show you a warning message. You can still save the record, but you won't be able to process payroll for this employee until you fix the incompatibility by changing either the tax category in Tax Details or the income stream type in Income Stream.

Tax categories and options

When you select a tax category in the Tax Treatment Code section, new settings will appear based on the selected category. These settings may include:

  • Tax category options

  • The option to select whether the employee has HELP, VSL, FS, SSL or TSL DEBT

  • Medicare settings

The settings that will need completing are listed for each tax category below:

Tax category:

When you select this category, these fields will need completing:

Regular

  1. Set EMPLOYEE HAS A HELP, VSL, FS, SSL or TSL DEBT to Yes or No.

  2. (Optional) Expand Medicare settings section:

    1. Set INCREASE THE AMOUNTS WITHHELD TO COVER THE MEDICARE LEVY SURCHARGE.

      • Default is No. If so, move to next step.

      • Otherwise, select increased rate: 1% (Tier 1), 1.25% (Tier 2), or 1.5% (Tier 3).

    2. Set EMPLOYEE QUALIFIES FOR A MEDICARE EXEMPTION to Yes or No.

      • Default is No. If so, move to next step.

      • Otherwise, select levy exemption level: Full or Half.

    3. Set EMPLOYEE CLAIMS A MEDICARE LEVY REDUCTION.

      • Default is No. If so, move to next step.

      • Otherwise, select from the available options, including ‘spouse only’ or ‘x dependent/s’.

  3. The TAX OFFSET section becomes available when Jemini has calculated the tax scale and tax treatment codes and the employee is claiming the tax-free threshold:

    1. Set EMPLOYEE WANTS TO CLAIM OR VARY THEIR TAX OFFSET BY REDUCING THE AMOUNT WITHHELD FROM PAYMENTS MADE to Yes or No.

      • If Yes, enter ESTIMATED TOTAL OFFSET AMOUNT.

      • If No, there will be no more steps to complete.

Regular - Daily Casuals

No additional fields.

Actors

  1. Select a TAX CATEGORY OPTION from the drop-down list:

    • 3 or less performances per week

    • Promotional

    • None of these

NOTE: The tax category options will be hidden if the EMPLOYEE IS CLAIMING THE TAX-FREE THRESHOLD is set to Yes.

Horticulturalists and Shearers

No additional fields.

Seniors and Pensioners

  1. Select a TAX CATEGORY OPTION from the drop-down list:

    • Single

    • Couple

    • Illness separated couple

  2. Set EMPLOYEE HAS A HELP, VSL, FS, SSL or TSL DEBT to Yes or No.

  3. (Optional) Expand Medicare settings section:

    1. Set INCREASE THE AMOUNTS WITHHELD TO COVER THE MEDICARE LEVY SURCHARGE.

      • Default is No. If so, move to next step.

      • Otherwise, select increased rate: 1% (Tier 1), 1.25% (Tier 2), or 1.5% (Tier 3).

    2. Set EMPLOYEE QUALIFIES FOR A MEDICARE EXEMPTION to Yes or No.

      • Default is No. If so, move to next step.

      • Otherwise, select levy exemption level: Full or Half.

    3. Set EMPLOYEE CLAIMS A MEDICARE LEVY REDUCTION.

      • Default is No. If so, move to next step.

      • Otherwise, select from the available options, including ‘spouse only’ or ‘x dependent/s’.

  4. The TAX OFFSET section becomes available when Jemini has calculated the tax scale and tax treatment codes:

    1. Set EMPLOYEE WANTS TO CLAIM OR VARY THEIR SENIORS AND PENSIONERS TAX  OFFSET BY REDUCING THE AMOUNT WITHHELD FROM PAYMENTS MADE to Yes or No.

      • If Yes, enter ESTIMATED TOTAL OFFSET AMOUNT.

      • If No, there will be no more steps to complete.

Working Holiday Makers

  1. Select a TAX CATEGORY OPTION from the drop-down list:

    • Registered

    • Unregistered

Seasonal Worker Programme

(Only available if employee is a foreign resident)

No additional fields.

Foreign Resident

  1. Set EMPLOYEE HAS A HELP, VSL, FS, SSL or TSL DEBT to Yes or No.

No TFN

No additional fields.

ATO Defined

  1. Select a TAX CATEGORY OPTION from the drop-down list:

    • Death Beneficiary

    • Downward Variation

    • Non Employee

  2. (Optional) Upload the ATO ATTACHMENT.

    • You can upload the letter from the ATO defining the specific rate here if you wish.

  3. Enter the TAX PERCENTAGE.

    • This will be a bespoke tax percentage as defined by the ATO.

Voluntary Agreement

(Only available if employee is a foreign resident)

  1. Select a TAX CATEGORY OPTION from the drop-down list:

    • With Commissioner’s instalment rate (CIR)

    • Without Commissioner’s instalment rate (CIR)

  2. (Optional) Upload the ATO ATTACHMENT.

    • You can upload the letter from the ATO defining the specific rate here if you wish.

  3. Enter the PAYEES’ ABN NUMBER.

    • This is the payee ABN number and is required for the Voluntary Agreement.

How to update a tax detail record

  1. Open the employee's Tax Details:

    1. Go to People > Employees.

    2. Select the employee you need to edit.

    3. Go to Action > Tax Details. The dated TAX DETAILS panel will open.

  2. Select Update tax detail record. The ADD TAX DETAIL panel will open.

  3. Enter the START DATE.

    • This is the date when the new tax detail record will become the current record.

    • The date will default to the current pay period start date.

  4. Enter the new tax details that need updating. Refer to How to add a tax detail record above for detailed instructions.

  5. Once you’ve completed the above steps, Jemini will calculate and display the new TAX SCALE and TAX TREATMENT CODE.

  6. Select Green Tick Button to save and close the ADD TAX DETAILS panel.

    • Jemini will automatically set the end date for the previous record, allowing the new record to replace it.

    • The new record will display in the TAX DETAILS panel as a current or forecast record, depending on the start date.

    • If the new record is current, the TAX DETAILS bubble will update immediately. If it's future-dated, the bubble will update when that start date arrives.

  7. Select the X button to close the TAX DETAILS panel.

How to delete a tax detail record

TIP

Tax detail records can only be deleted if the Delete Button is red. If the record is already in use, the delete button will be deactivated. Instead, update the tax details with a new record.

If there are forecast records, you’ll need to delete them before you can delete a current record.

You can only delete a Tax Details record if the pay cycle status hasn't reached 'Creating direct credit file' (or beyond) OR if the status is 'Calculating' for the dates covered by that record. Once either of these conditions applies, the Delete button will be deactivated. If you need to change the tax details, add a new record instead.

  1. Open the employee's Tax Details:

    1. Go to People > Employees.

    2. Select the employee you need to edit.

    3. Go to Action > Tax Details. The dated TAX DETAILS panel will open.

  2. Select the Delete Button on the tax details record that needs deleting.

  3. Read the confirmation message, then select Go ahead.

  4. Select the X button to close the TAX DETAILS panel.