How do I set up my Organisation (Legal Entity) for Single Touch Payroll?

STEP 2 - Getting Started

Set up your Organisation (Legal Entity) after signing up.

Select Organisation from the Side Navigation Menu.

Select Banking.

Change the Payment Method as required,

If EFT is chosen,

Enter the BSB (Bank, State, and Branch Code) for the bank account you use to pay wages.

Enter the Account Number for the bank account you use to pay wages.

Enter the Account Name for the bank account you use to pay wages.

If FAST-Bank is chosen,

in addition to BSB, Account Number and Account Name, you must also enter details in the following fields;

Enter the Name of Remitter, who is the Entity (or Indivdual) approving the ABA File.

Enter the APCA ID, which is a unique six-digit number identifying your companies that financial institutions approve to use the system.

This ID is obtained from your financial institution.

The Transaction Code is set to 53 and should NOT be changed.

Change the Description if required.

By default, this is set to Payroll.

Select Self Balancing Transaction if required by your Financial Institution.

Select Short File Name if required by your Financial Institution.

If FAST-Bank is selected in the Payment Method, and you wish to enter the Holding Account Details, select the required Holding Account.

Pay As You Go Withholding (PAYGW), enter the BSB, Account Number, Account Name and update the Reference, if required.
Superannuation (SG), enter the BSB, Account Number and Account Name. Change the Contribution Type and update the Reference, if required.

Select Taxation if you are an Employer of Working Holiday Makers or Exempt from FBT under section 57A of the FBTAA 1986.

Select Registered as an Employer of Working Holiday Makers (WHM) if the Organisation is registered with the ATO as an Employer of working holiday makers.
Select Exempt from FBT under section 57A of the FBTAA 1986 if the Orgainsation is exempt from FBT per section 57A of the FBTAA 1986.
Select Vary the percentage used in the Payroll Tax (SRO) Reports. and define the new values if required.

Select Superannuation File Details if you need to upload a SAFF or QuickSuper File to a Super Fund or Clearing House.

Change the File Format if required.

SAFF is the ATO's Generic File Format, which all Superannuation Funds and Clearing Houses must accept.
QuickSuper is a hybrid version of the ATO's Generic File Format, available for certain Superannuation Funds and Clearing Houses.
None is selected when you do not need to create a Superannuation File, as the information is manually entered into a Superannuation Fund or Clearing House.

If QuickSuper is chosen;

Change the Date Format if required.

Enter the Employer ID to match that provided to your Organisation by QuickSuper.

If SAFF is chosen;

Enter the First Name of Payer Contact.

Enter the Family Name of Payer Contact if required.

Enter the BSB (Bank, State, and Branch Code) for the bank account you use to pay superannuation.

Enter the Account Number for the bank account you use to pay superannuation.

Enter the Account Name for the bank account you use to pay superannuation.

Enter the Name of Remitter, who is the Entity (or Indivdual) approving the ABA File.

Enter the APCA ID, which is a unique six-digit number identifying your companies that financial institutions approve to use the system.

This ID is obtained from your financial institution.

The Transaction Code is set to 53 and should NOT be changed.

Change the Description if required.

By default, this is set to Superannuation.

Select Self Balancing Transaction if required by your Financial Institution.

Select Short File Name if required by your Financial Institution.

Select Pay Run Settings.

Select the first Pay Period you currently process Payroll for, then select or enter the Pay Period Ends and Pay Day Dates for your chosen Pay Period.

🎯 If your Organisation processes payroll for multiple Pay Periods (e.g. Weekly and Monthly), complete the above procedure before changing the option selected in the Pay Period drop down.

Change Weeks Per Year if required.

Change Round Net Pay if required.

If required, select Hide System Default Pay Types when processing a Pay Run and/or Hide Leave Balances (Hours) when processing a Pay Run and on the Pay Advice Slip.

If you are importing a FAST-Pay File, choose your FAST-Pay File Options.

If importing a Times File or using Times from ClockMeIn (EPSS) to process a pay run using e-Time choose your e-Time (Timesheets) Options.

If required, choose the relevant Pay Advice Slip Options.

Select STP Reporting if you need to enter a Previous BMS ID or Intermediary Details.

If you have chosen to migrate from another Payroll Solution and enter Payee Taxation Balances, enter the Previous BMS ID.

If an Intermediary acts on behalf of the Organisation, navigate to Intermediary Details and enter the Intermediary's,

ABN,
Registered Agent Number,
Name of Intermediary Declarer,
Email,
Phone (Business Hours).

Select Save to save your changes.

Next, complete STEP 3 - Add Awards and Agreements.

How do I add Awards and Agreements?