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Add Tax File Number (TFN) Redaction to your invite
Add Tax File Number (TFN) Redaction to your invite

Protect your clients' sensitive information by masking their Tax File Number on incoming documents.

Belzar Castillo avatar
Written by Belzar Castillo
Updated over a week ago

When requesting PAYG Summaries, ATO Notices and other documents that report your client's earnings, you can use FileInvite's TFN Redaction functionality to secure paperwork and mask numbers so that they are only visible to those with the authority to see them.

πŸ“ Note: TFN Redaction is only available to users in Australia. You can ensure that your account is set to Australia in your profile settings, here.

See our other guides:

  • Accessing your TFN Redacted files here

In this guide:

  • Turn on TFN Redaction in an invite

Turn on TFN Redaction in an invite

1. In the FileInvite app, click Create New Invite

2. On the Create Invite page, proceed to creating your requests

3. Once you have created your requests, click the ✎ pencil icon to edit a request which requires TFN redaction

You will now have the Additional Options drop-down menu available

4. From the Additional Options menu, next to Automatic TFN Redaction, select TFN Redaction

5. Click Save to finalize

πŸ“ Note: TFN Redaction is a request-level option, so be sure to turn it on for each relevant request in your invite.

Access your TFN redacted files

When a document containing a Tax File Number is uploaded, FileInvite will store the file in its original form. When you collate the files or download as .pdf, the converted file will have the figure redacted,Β 

πŸŽ‰You've protected your clients information and gived them peace of mind! πŸŽ‰

πŸ˜“ Encountering problems? Let us know in the chat bubble so we can fix them! 😎

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