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Administrator Guide
Last Updated: 2026-06-12
Set Up Worker Taxes (AUS)

Set Up Worker Taxes (AUS)

Obtain a worker's details from their:
  • Tax file number declaration form (N3092).
  • Online commencement form.
  • Standard choice super form.
  • Other employee tax documentation.
  • (Optional) Withholding declaration form (N3093).
Enter these tax details for a worker to enable calculation of regular Pay As You Go (PAYG) withholding.
  • Tax File Number.
  • Residency Status.
  • Tax Free Threshold.
  • Study and Training Support Loans (STSL).
You can add worker tax details for a pre-employee, who has been hired but is prior to their start date.
  1. Access the
    Add Worker AUS Tax Details
     task and select the worker to add details for.
  2. Enter the
    Tax Declaration Details
    . As you complete the task, consider:
    Option Description
    Effective Date
    Enter the date that the tax declaration should take effect.
    Declaration Type
    Select the type of declaration that the worker submitted:
    • TFN.
    • Withholding.
    If the worker hasn't provided a declaration, ensure they’ve provided an Exemption Claimed reason.
    TFN Provided
    Select this check box if the worker has provided their Tax File Number.
    If the worker has provided a TFN and you don't select this check box, Workday calculates their tax as if they haven't provided any tax details.
    Exemption Claimed
    Select the reason that the worker is exempt from providing their Tax File Number.
    Payment Basis
    Select the basis that you employ the worker on.
    Tax Residency
    Select the worker's tax residency.
    Country of Origin
    Select the worker's country of origin if the worker is a Working Holiday Maker.
    Tax Free Threshold
    Select this check box if the worker has claimed the Tax Free Threshold.
    Student and Training Support Loan (STSL) Debt
    Select this check box if the worker has STSL debt.
    Worker Signed Date
    Enter the date that the worker signed the declaration.
  3. Enter the
    Medicare Levy Variations
     details. As you complete the task, consider: 
    Option Description
    Effective Date
    Enter the date that the Medicare Levy Variation should take effect.
    Inactive
    Select if the variation is inactive.
    Additional Medicare Levy Surcharge Withholding %
    Select the tier of withholding exemption for the worker.
    Medicare Levy Exemption
    Select the type of exemption the worker has:
    • Full
    • Half
    Medicare Levy Reduction
    Select if the worker is eligible for a Medicare Levy Reduction.
    Spouse
    Select if the worker has a spouse.
    Combined Weekly Income Below Limit
    Select if the worker and their spouse's weekly income is below the eligibility threshold for an exemption.
    Number of Dependent Children
    Enter the number of dependent children that the worker has.
    Worker Signed Date
    Enter the date that the worker signed the declaration.
  4. Enter the
    PAYG Upward Variations
     details. As you complete the task, consider:
    Option Description
    Effective Date
    Enter the date that the Medicare Levy Variation should take effect.
    Inactive
    Select if the variation is inactive.
    Additional PAYG Withholding per Pay
    Enter the amount of additional PAYG to withhold.
    Worker Signed Date
    Enter the date that the worker signed the declaration.
  5. Enter the
    ATO Issued PAYG Withholding Variation details
    , sometimes known as Downward Variations. As you complete the task, consider:
    Option Description
    Effective Date
    Enter the date that the ATO Issued PAYG variation should take effect.
    End Date
    Enter the date that the ATO Issued PAYG variation should stop taking effect.
    Issued PAYG Rate (%)
    Enter the PAYG Rate for the worker's Salaries and Wages, issued by the Australian Taxation Office (ATO).
    If you leave this field blank, Workday will use a 0% PAYG withholding rate for the worker. To remove a PAYG variation, remove the row from the grid.
    Date Received
    Enter the date that you received the PAYG Withholding Variation from the ATO.