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 pays if the opt out date is before the end date of the pay period.
Payee Name
Enter the name of the payee if the employee is opting out and receives 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.
Employees are included in the next KED file if:
Employees are not included in the next KED file if:
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:
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.