Introduction

An employee may request to update their tax and superannuation details for a number of reasons. When they change super funds, tax circumstances, or maybe after realising they had made a mistake on their original tax file number declaration form.

Use Xonboard's Tax and Super request tool to send out the tax and superannuation steps of the onboarding, to an existing Xero Payroll employee.

How-To

To send a tax and super update request to an employee:

1. On the dashboard, navigate to the relevant organisation tile and click Onboard employees.
2. Under Invite a user to join your organisation, click the tab Tax and Super.
3. Scroll through the list of existing Xero Payroll employees, or, use the search field to search for a specific employee. You can add as many employees as you need to the invite request.
4. (Optional) Enter a custom message to include in the email invitation e.g. "Please follow the link to provide your updated tax or super details."
5. On the Customise employee onboarding page, customise the details to include in the onboarding invite:
6. Click Send organisation invite to send the request.

This will send the employee a request via email. Once they have completed their update, you will be prompted to review their details and send the updated information across to Xero.

If the employee updates their choice in super, you'll see a toggle asking if you'd like us to automatically update their active super membership line in Xero with the new super details.

Ensure this is toggled on to have the employee's super membership updated automatically, which will also update the membership in the pay template line.

If it is toggled off, we'll simply add the super membership to the employee's super membership list, on their Employment tab. You'll need to manually update the line in their pay template for the new super membership details to apply in pay runs.

Questions

For further questions please get in touch with our team at [email protected]