Payroll Maintenance - Declarations tab - KiwiSaver Opt Out sub-tab

Modified on Sun, 19 Apr at 11:58 PM

New Zealand organisations can use the KiwiSaver Opt Out sub-tab to:

opt out payroll employees from KiwiSaver
specify payroll employee bank account details for refunded KiwiSaver contributions.

For more information about opting out of KiwiSaver, see Opting out payroll employees from KiwiSaver.

Opening the KiwiSaver Opt Out sub-tab

To open the KiwiSaver Opt Out sub-tab:

Select Payroll > Payroll Employee Maintenance from the main menu.
The Set Payroll Search Criteria window is displayed.
Search for the employee payroll record for the staff member. See Searching for payroll employees.
The Personal tab of the Payroll Maintenance window is displayed.
Click the Declarations tab.
The Details sub-tab of the Declarations tab of the Payroll Maintenance window is displayed.
Click the KiwiSaver Opt Out sub-tab.
The KiwiSaver Opt Out sub-tab of the Declarations tab of Payroll Maintenance is displayed.

Payroll Maintenance - Declarations tab - KiwiSaver Opt Out sub-tab key fields and buttons

Fields

Field	Description
Opt Out of KiwiSaver	Select this field to opt out of KiwiSaver. Note: You must select this field to enable the fields below.
Employee Opt Out Date	Date the payroll employee opted out of KiwiSaver.
Late Opt Out Reason	Reason for the late KiwiSaver opt out request, if applicable. You can select: Employer did not provide a KiwiSaver information pack within seven days of starting employment IR didn't send an investment statement upon allocation to a default scheme Employer didn't provide an investment statement (for the employer chosen KiwiSaver scheme) Events outside of control meant the opt-out application was unable to be submitted within the eight-week time limit Did not meet the criteria to join KiwiSaver (see Employee information pack (KS3) for criteria) Incorrectly enrolled under the age of 18 Other explanation.
Other Late Opt Out Reason	Explanation for the late opt out, if you selected Other explanation using the Late Opt Out Reason drop-down list. Note: You must select Other explanation using the Late Opt Out Reason drop-down list to enable this field.

Refund Bank Details area fields

Field	Description
Bank Number	Bank number of the bank account receiving the contribution refund.
Branch	Branch number of the bank account receiving the contribution refund.
Account Number	Account number of the bank account receiving the contribution refund.
Suffix	Suffix of the bank account receiving the contribution refund.
Reference Number	Reference number for the contribution refund transaction.
Account Name	Name on the bank account receiving the contribution refund.

Grid area fields

Field	Description
Date	Date the employee details declaration was created.
Declaration Type	Type of declaration.
Start Date	Starting date of the payroll employee.
Termination Date	Termination date of the payroll employee.
IRD Number	IRD Number.
Tax Code	Tax code that applies for the employee based on information supplied by the employee upon the commencement of their employment. Note: Whenever tax rates change, your administrator will receive a text file from Synergetic Management Systems that they can import. See Loading new tax rates.
Export Status	Export status of the Single Touch Payroll submission.