Current New Zealand Employee Tax Codes

Use the Current New Zealand Employee Tax Codes wizard to use Activate to import employee tax information for New Zealand. With this wizard, you can use a simpler template than the standard HR Import template.

Note: This wizard shows in the Load Your Data section only if there’s at least one New Zealand pay group.

Note: Activate uses HR Version 2.0 (NextGen) when loading data during configuration. To streamline the import, First Name and Last Name are excluded when not required.

Prerequisites

None.

Using this wizard

You’ll do the following in the Current New Zealand Employee Tax Codes wizard:

Complete and upload the Tax Info Data NZL template

Use the Tax Info Data NZL template to upload employee tax information for New Zealand.

Review the data

Use the NZL Tax Review page to review the data and make that it’s correct. If any errors show on this page, you must correct them to continue. You can correct the data in the grid or update the template file and upload it again.

Data on the page

Data on this page includes:

• Employee Identifier
• First Name
• Last Name
• Effective Start Date
• Tax Code
• STC/WT Tax Rate
• URT Special Deduction Rate
• Commissioner Deduction Balance
• Commissioner Deduction Rate
• Voluntary SL Amount
• Voluntary SL Percent
• SDR Special Rate
• Include Threshold for SDR Special Rate

Install the information in Dayforce

When the New Zealand employee tax code information is complete in Activate, you must install it in Dayforce.

Messages: Error, Warning, and Information

Activate sorts each generated message by severity:

Error codes

Actively incompatible with the data in Dayforce. If you have a data error, you must resolve the error before you can complete the installation.

Warning codes

Indicate nonstandard setup that could potentially cause an error in Dayforce. For example, if an earning code is defined as Hours x Rate and the data is amount only, the system creates a warning. However, you can still import the data into the system.

Informational codes

A notable occurrence of data in the system. For example, an informational note shows if codes are dropped from the YTD import.

Tasks

To complete and upload the Tax Info Data NZL template:

To review and confirm the data:

1. Review the information shown in the grid.

   Important: If the Error/Warning/Message panel shows any errors, you must resolve them to continue.

   Activate validates that the data provided in the optional fields aligns with what Dayforce accepts based on the Tax Code value.

2. On the TaxInfoDataNZL tab, complete all columns with the data for all employees in the organization.

   Note: Instructions for populating the fields are in the Tax Info Data Template Fields section (below) and on the Instructions tab of the template.

3. To make updates to data on the page:

   • To insert a new row in the grid, click the row where you want to insert it and click New.

   • To delete a row, click the row and click Delete.

   • To download the error message list and save it to your computer, click Download Errors File.
   • To correct errors in the grid, click in the field containing the error. Click Tab to move to the right and Shift+Tab to move to the left in the row. Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.

   • To save information in the grid to your computer, click Download File and save it to the location you want.

   • To upload the file from your computer, locate the file and click Upload File. The data in the file shows in the grid.

   • To remove changes that you don’t want to save, click Refresh.

4. When the data is complete, click Done & Install. When you leave the page, the selected values stay in the grid.

To install the information in Dayforce:

When the data is correct in Activate, you must install it in Dayforce.

1. Click Done & Install. A message shows stating that you’re going to install the new data.
2. Click one of the following:
   • Cancel to return to the previous page.
   • OK to continue.

   Important: If someone is signed directly in to Dayforce and potentially applying manual configuration, Activate shows a warning at Done & Install. Don’t continue with the Activate installation if users are actively applying configuration changes. Users’ changes might be lost if a failure occurs during the Activate installation. Download the User Report and follow up with the team members before you continue with the Activate wizard.

   The Load page opens with a list of the steps to be completed and an estimate of how long the installation should take to complete. The list indicates the scenario being executed–whether Activate is doing a reconfigure only, a reconfigure that includes new levels, or it’s adding new groups. The estimated installation time reflects the respective scenario being installed.

   During the installation, the current step in the process shows in bold text so you can monitor the progress.

3. Click one of the following:
   • Add Email and enter your email address to be notified when the installation process ends instead of waiting for it to finish.
   • Next when the installation is complete.

   Activate Central opens with the wizard name now in green text and a green checkmark next to it. The day, date, and time of completion show, along with your name as the user who completed the wizard. The environment in which the installation was applied (Stage, Config, or Train) is also shown.

   Note: If you want to add more information, click I want to add more. See Executing a Rollback When Using the “Add More“ Feature in the Payroll Wizards.

Results

Fields populated in Dayforce

File generated by the current New Zealand Employee Tax Codes wizard

After completing the Current New Zealand Employee Tax Codes wizard, a single import file is automatically generated and placed on the customer's FTP site.

Benefit Elections Import

• FTP Subdirectory: EmployeeImport
• Filename: <Namespace> -EmployeeImport-DepBenElect-<DateTime>.xml

Example illustrating how translates the template data to XML:

<?xml version="1.0" encoding="UTF-8"?>
-<EmployeeImport>
    -<Employee>
        <XRefCode>0002</XRefCode>
        <EmployeeNumber>0002</EmployeeNumber>
        <FirstName>Raffarty</FirstName>
        <LastName>Coenraets</LastName>
        -<NZLTax>
        <EffectiveStart>2020-04-01</EffectiveStart>
        <EmployeeTaxCode>M</EmployeeTaxCode>
        </NZLTax>
    </Employee>
    -<Employee>
        <XRefCode>0003</XRefCode>
        <EmployeeNumber>0003</EmployeeNumber>
        <FirstName>Rhea</FirstName>
        <LastName>Tarbin</LastName>
        -<NZLTax>
            <EffectiveStart>2021-04-01</EffectiveStart>
            <EmployeeTaxCode>SB SL</EmployeeTaxCode>
            <URTSpecialDeductionRate>10</URTSpecialDeductionRate>
            <CommissionerDeductionBalance>300</CommissionerDeductionBalance>
            <CommissionerDeductionRate>3</CommissionerDeductionRate>
            <VoluntaryDeductionAmount>1.33</VoluntaryDeductionAmount>
            <VoluntaryDeductionAmountType>Percent</VoluntaryDeductionAmountType>
            <SpecialTaxStudentLoanRate>10</SpecialTaxStudentLoanRate>
            <SpecialTaxRateIncludeThreshold>0</SpecialTaxRateIncludeThreshold>
        </NZLTax>
    </Employee>
    -<Employee>
        <XRefCode>0011</XRefCode>
        <EmployeeNumber>0011</EmployeeNumber>
        <FirstName>Freddie</FirstName>
        <LastName>Grellis</LastName>
        -<NZLTax>
            <EffectiveStart>2021-04-01</EffectiveStart>
            <EmployeeTaxCode>S</EmployeeTaxCode>
            </NZLTax>
    </Employee>
    -<Employee>
        <XRefCode>0013</XRefCode>
        <EmployeeNumber>0013</EmployeeNumber>
        <FirstName>Dolores</FirstName>
        <LastName>Creech</LastName>
        -<NZLTax>
            <EffectiveStart>2018-11-23</EffectiveStart>
            <EmployeeTaxCode>STC</EmployeeTaxCode>
            <SpecialTaxStudentLoanRate>5</SpecialTaxStudentLoanRate>
            <SpecialTaxRateIncludeThreshold>1</SpecialTaxRateIncludeThreshold>
            <SpecialSchedularTaxCodeRate>7.5</SpecialSchedularTaxCodeRate>
        </NZLTax>
    </Employee>
</EmployeeImport>

Tax Info Data template fields

All templates have the same basic structure:

• Instructions tab: Helps you understand the purpose of the data and complete the fields in the template.
• Data tab: Contains headers for the data to be included in the template. The headers remain the same, but you can change the column order. If you add more columns, Activate ignores them.

All number ranges in the templates include the numbers at both ends of the range.

Employee Identifier (Required)

First Name (Required)

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Last Name (Required)

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Effective Start Date (Required)

Tax Code (Required)

STC/WT Tax Rate

URT Special Deduction Rate

Commissioner Deduction Balance

Commissioner Deduction Rate

Voluntary SL Amount

Voluntary SL Percent

SFR Special Rate

Include Threshold for SDR Special Rate

ESCT Rate (Not Required)

ESCT Effective Start Date (Not Required)

ESCT Effective End Date (Not Required)