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

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

STEP 2 - Legal Entity (Getting Started Guide)

Select Organisation from the Side Navigation Menu.

Select Banking.

Change the Payment Method as required,

Cash is chosen when the Payee is paid in Cash (or by using a Cheque),
EFT is chosen when the Payee is paid manually via EFT per How do I set up paying my Payees using EFT?, OR
FAST-Bank is chosen when you want to upload an ABA File to your financial institution to pay your Payees automatically per How do I set up paying my Payees using FAST-Bank (.ABA)?

👉 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,

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.

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, Holding Accounts can be established. Refer to How do I set up FAST-Bank as the Payment Method within the Organisation?

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 Organisation 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 Contribution Details.

Change the File Format as required.

None is chosen when you do not need to create a Superannuation File, as the information is manually entered into a Superannuation Fund or Clearing House. Refer to How do I set up Payday Super Reporting?
QuickSuper is a hybrid version of the ATO's Generic File Format, available for certain Superannuation Funds and Clearing Houses. Refer to How do I set up Payday Super Reporting?
SAFF is the ATO's Generic File Format, which all Superannuation Funds and Clearing Houses must accept. Refer to How do I set up Payday Super Reporting?
SuperChoice enables you to send the Superannuation Contributions directly from e-PayDay Go® to SuperChoice. You must register, agree to the terms and conditions, and complete a Product Disclosure Statement (PDS) to use this option. If you prefer the payments to be deducted from your account, a Direct Debit Authority (DDA) is also required. Refer to How do I set up Payday Super Reporting?

if Personal (After Tax) Superannuation Contributions are paid on Pay Day, select Personal (After Tax) within Superannuation Contribution Types to be paid on Pay Day.

👉 If QuickSuper is chosen;

Change the Date Format if required, and Enter the Employer ID to match that provided to your Organisation by QuickSuper.

👉 If SAFF is chosen;

Enter the First Name of Payer Contact and Family Name of Payer Contact.

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

In addition to BSB, Account Number and Account Name, you must also;

Enter the Name of Remitter, who is the Entity (or Individual) approving the ABA File.
Enter the APCA ID provided by your financial institution. This is a unique six-digit number that identifies your Organisation (Legal Entity) and confirms that the financial institution approves use of their system.
Select Self Balancing Transaction and/or Short File Name if required by your Financial Institution.

You can also change the Description if required. By default, this is set to Superannuation. The Transaction Code is set to 53 and should NOT be changed.

👉 If SuperChoice is chosen;

Choose the Payment Method;

Direct Credit - the Superannuation Payment will be paid manually.
Direct Debit - the Superannuation Payment will be deducted from your nominated Bank Account.

Enter the First Name of Payer Contact and Family Name of Payer Contact.

Payment Account is used to advise the account that SuperChoice will be paid from and Refund Account is used to advise the account SuperChoice must return the Superannuation payment to if they are rejected.

Select Use Banking Details to complete the fields based on Banking Details as required.
Select Use Super Holding Account Details to complete the fields as required based on the Superannuation Holding Account Details.
Select Enter Account Details to manually enter different banking details.

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 Pay Period.