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If you're a new user just starting up with Payroll in Easy Business App, before you start generating your regular employee payslips, you will most likely need to enter year-to-date payroll information that covers the 1st of July 20XX up to the current date. This ensures that year-to-date values are reported correctly on new employee payslips
You can then submit your Single touch payroll (STP) file to the ATO to cover the period from the 1st of July to the present date. This is to ensure the ATO records are updated with current amounts for each of your employees.
In Easy Payslip, you do this by creating a single payslip that covers the entire period from 1 July to the present. To do this, you will need to know for each employee:
- the total gross wages paid from the 1st of July to now
- the total PAYG Withholding tax withheld from the 1st of July to now
- the total superannuation due from the 1st of July to now
- any other totals for overtime, reimbursements, allowances etc... that you may have from your current payroll provider, from 1st of July to now
If you have any salary sacrifice since the 1st of July, please get in touch with us, and we'll tell you how to do this.
Before creating these single YTD payslips, take a moment to check that you've completed the Easy Payslip account setup steps:
1. Business/Employer data (ABN etc.)
If you haven't yet completed your employer/business data, then you will need to do this first by heading to the org details screen & updating all mandatory fields.
2. Add/Edit Employee data
If you haven't added your employees yet, you will need to do this by heading to the employee screen & then using the plus sign to add a new employee.
3. Ensure Two-Factor Authentication is turned on
This is an ATO requirement for Single Touch Payroll. You can download an app such as Google Authenticator on iPhone & android or a web-based chrome extension such as this. You can also get setup two-factor authentication via email or text instead.
You only need to set it up on one device (such as your smartphone) and then use the code generated when accessing your Easy Payslip account from any device.
Step-by-step instructions for this can be found here.
Note: You do not need to contact the ATO to register Easy Business App as your STP provider, unlike with some of our competitors. Simply submitting your first STP file is enough. We like to keep things Easy!
You're now ready to create a single payslip per employee for Year-to-Date values and send STP files:
1) Go to Payroll Home, enter the 01/07/20XX for Start Date, and the day before the start of the next pay period after today for both End Date and Payment Date. Select the Payment Type as the usual way you pay staff (this field is not especially important, it is not sent to the ATO during STP).
Press Select All to select all your Employees to include in the payrun & press Create Payrun
2) Press Edit Payslips (web version) or Edit (Mobile App), enter the gross wages paid amount for the entire period from 1st July in the Base Hourly Rate and enter 1 in the Hours field
3) Press Edit next to Taxes & Super Guarantee to display the fields
Enter YTD PAYG Withholding tax and YTD Superannuation amounts from 1st July in each Manual Value field & then press Save.
4) Enter any other totals from your previous payroll provider (if applicable) using the on-screen options (e.g. bonuses, reimbursements etc...)
Press Save, which will bring up the next employee's payslip data entry screen and repeat steps 2-4 for each of your employees & once completed, press Save & Finish
5) Press Finalise Payslips & now lodge the STP file by pressing Lodge STP File, proceed to enter your signature & press Lodge Single Touch Payroll
6) You will now see the updated STP status as Pending. This status will change to the Completed status (with a green tick) once received successfully by the ATO (within 72 hours).
Congratulations! You have now migrated to Easy Business App! When it's time for your next payrun, you can follow the steps in the help guide Process Payroll and STP.