How do I enter the Beneficiary Details for a Payee?

How to enter the Beneficiary Details for a Payee

Select Payees from the side navigation menu.

Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.

Once the Payee has been located, select Actions > Edit.

🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.

Next, select Taxation and Medicare.

Navigate to Beneficiary Details.

Select the Type of Beneficiary.
Enter the STP Payee Payroll ID if the Beneficiary is an existing Active Payee. Otherwise, leave it blank.
Enter the;
1. Beneficiary TFN.
2. First Name.
3. Family Name.
4. Address, including Suburb / Town, State, Post Code and Country.
5. Email.
6. Phone.

Select Save to save your changes.

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