Employee Tax Configuration - New Zealand

You can enter an employee's IRD number on this form, along with their KiwiSaver details if submitting them electronically to the IRD.

The information for the KiwiSaver KED file is collected on this form, and the file is generated on the Create KED File form.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

IRD number

Enter the employee's IRD number. This field is validated to ensure that it is a recognised number. If it is not a valid number, it should be changed to 000000000 and the tax code changed to ND (No Declaration) until a valid IRD number is provided.

Enrol in KiwiSaver

Select this option to enrol the employee in KiwiSaver.

Eligibility

Select this option if the employee is a new or existing employee.

Opt Out

Select this option if the employee wants to opt out of KiwiSaver. KiwiSaver default lines are not added to any pays if the opt out date is before the end date of the pay period.

Payee Name

Enter the Payee Name if the employee is opting out and will receive a refund for contributions made.

Bank Account

Enter the bank account into which to pay a refund for contributions made if the employee is opting out.

Opt Out Date

Enter or select the opt out date.

Include in next KED file

Select this option to include this employee in the next KED file sent to the IRD. If not selected, the employee is included in the next KED file.

Employees are included in the next KED file where:

Enrol in KiwiSaver is selected, Opt Out is not selected, and Include in next KED file is selected
Enrol in KiwiSaver is selected, Opt Out is selected, and Include in next KED file is selected

Employees are not included in the next KED file where:

Enrol in KiwiSaver is selected, Opt Out is not selected, and Include in next KED file is not selected
Enrol in KiwiSaver is selected, Opt Out is selected, and Include in next KiwiSaver file is not selected

Contribution holidays

Enter the Start Date and Stop Period End Date for any contribution holidays the employee is taking. You can leave the Stop Period End Date empty if the holiday is indefinite or the end date is not known. Select the holiday type from the dropdown selection box.

Valid types are:

Employee and employer contribution are stopped for the date ranges entered; or
Employee contribution only is to be stopped for the date ranges entered.

Where the Period End date is within a contribution holiday range, or Opt Out is selected, transaction lines from the employee's standing pay are not brought through to the pay.