Employee leaving ? Know your employer obligations
When an employee leaves you have certain obligations to be met under:
- Eligible termination payments (ETP)
- Superannuation
- Pay as you go (PAYG)
- Fringe Benefits Tax (FBT)
Eligible termination payments (ETPs):
- if the employee is due a lump sum payment determine if any part of the payment is an ETP
- calculate the different components of the ETP
- provide the employee with an ETP pre-payment statement if the gross ETP is more than $5,000
- pay the ETP in accordance with your employee’s instructions
- if paying a cash ETP of more than $5,000, complete an Employer’s reasonable benefits limit reporting form and send this to the Tax Office by the 14th day of the month after the ETP is paid to the employee.
- If rolling the ETP over into the employee’s superannuation fund, give the fund an ETP roll over statement
- provide a completed ETP payment summary to the employee within 14 days of the ETP being paid to the employee
- include the ETP payment summary information in your PAYG payment summary statement, and
- keep the necessary ETP and RBL records
Superannuation
- calculate and pay any final superannuation contributions by the quarterly cut-off date
- ensure you meet requirements to report superannuation contributions to your employees
- keep the necessary superannuation guarantee and superannuation choice records.
Fringe benefits tax (FBT)
- include reportable fringe benefits on employee’s final payment summary
- keep the necessary FBT records.
Pay as you go (PAYG)
- make any final PAYG withholding payments on employee’s behalf
- forward payment summary to the employee by 14 July, or earlier if requested
- retain employee’s TFN declaration for the current and next financial year
- include the details of any final payments made to the employee in your PAYG payment summary statement
- keep the necessary PAYG withholding records.
If you would like more information on your employer obligations, please contact this office.