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,

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. OR
FAST-Bank is chosen when you want to upload an ABA File to your financial institution to pay your Payees automatically.

If EFT is chosen,

Enter the BSB (Bank, State, and Branch Code), Account Number and 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 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 Payroll. The Transaction Code is set to 53 and should NOT be changed.

If FAST-Bank is selected in the Payment Method, Holding Accounts can be established.

Change Holding Account as required,

Enter the BSB (Bank, State, and Branch Code), Account Number and Account Name for the bank account you use to reserve the PAYGW or SG amount.

Change the Reference if required.

By default, the reference is

Pay As You Go Withholding when Pay As You Go Withholding (PAYGW) has been chosen.

Superannuation when Superannuation (SG) has been chosen.

When Superannuation (SG) is selected, you can select between;

All Superannuation Contributions include all contribution types (Employer SG, RESC, Salary Sacrifice and After Tax).
Employer SG only includes the Employer SG component. RESC, Salary Sacrifice and After Tax are not included.

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.

Change the File Format if 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.
QuickSuper is a hybrid version of the ATO's Generic File Format, available for certain Superannuation Funds and Clearing Houses.
SAFF is the ATO's Generic File Format, which all Superannuation Funds and Clearing Houses must accept.
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.

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.

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?