Payroll Single Touch Payroll

Transcription

1 Payroll Single Touch Payroll Information from ATO Website: Single Touch Payroll is a reporting change for employers. It starts from 1 July 2018 for employers with 20 or more employees. You will report payments such as salaries and wages, pay as you go (PAYG) withholding and superannuation information from your payroll solution each time you pay your employees. Single Touch Payroll will be expanded to include employers with 19 or less employees from 1 July This is subject to legislation being passed in parliament. For further information please see: Table of Contents See link for Prerequisites:... 1 Changes:... 1 Security required:... 2 Process your payroll exactly as you normally would Submission to the ATO... 3 [Log] button... 7 ATO Answer... 8 [Re-Submit] button... 8 Success message... 8 ERROR MESSAGES (you could receive):... 9 See link for Prerequisites: Changes: The main changes will be with Single Touch is that you will need to upload after every payroll you process. You will now be able to do Termination pays and upload with your normal payroll but there are a few new codes you may need to setup at the time of doing a Termination pay, or allowances, holiday workers etc. Also check your data as the ATO will reject any files that do not have the correct information: 1. Your company information 2. All your employees have correct addresses, City, State and Postcode 3. Tax file numbers Superannuation: You will still have to process your Superannuation payments as per usual. Termination: new codes will have to be created. Allowances & deductions: check set up correctly Version Page 1 of 9

2 Note: Also note that every time you hit the [Re-submit] button in Spider to upload to the ATO you will have to pay.25 cents per person for it to be transferred to the ATO site. (Which will be billed out every month from PCSchool). Don t be impatient and wait for the ATO to respond by [POLL]ing instead. As this is new the ATO site could take a while to respond in our testing we waited over 10 minutes to get an answer from the ATO so it could be 24 hours! See the quick help document on setting up codes for your first pay run Or Security required: #662 Payroll Generation Process your payroll exactly as you normally would. After finishing your payroll (issuing and paying your staff) or the next day Version Page 2 of 9

3 Submission to the ATO Log on to your Spider > Finance > Payroll > Single Touch Payroll The next page will show your payrolls that you have processed that need to be upload Click [Process] button to upload file Version Page 3 of 9

4 Will then ask you to confirm the submission as per next screen: Check that your Address and details are all correct (note this is only an example) The [Business Management System ID] is you ABN no. enrucpted reading from your System File. 1. Put [Tick] in that you declare to authorise to submit the file (you can click on the link for the SBR agreement to read the terms and conditions). 2. [Enable Test Mode No actual ATO Submission] if you are getting errors from the ATO after you submit this enables you to view the.xml file that the system creates to the ATO and will help you find out the errors you may have. 3. [Generate and Submit] This will do a pre-check on your data, it may come up with errors which you can fix and then [Generate & Submit] again Version Page 4 of 9

5 e.g. this shows an error The error is show that the State is incorrect Go back to [Staff View] This shows the [State] is Victoria ATO requires this as VIC Fix the error Version Page 5 of 9

6 1. Return to Spider and select the [Generate and Submit] 1. You will then get this following message to say that the file has been submitted to MXC (the 3 rd Party) and now wait this normally this take 10 mins for the ATO to respond. Don t be impatient and wait for the ATO to respond As this is new the ATO site could take a while to respond in our testing we waited over 10 minutes to get an answer from the ATO so it could be 24 hours! Version Page 6 of 9

7 [Log] button This will show you what is happening with your file e.g. here it has been received by MXC In the [Log] if you click down you will see that the file has been sent on the 21 Jun 2018 at When selecting this message it show you what is happening with your file e.g. Still pending and Message received by MXC Wait until you get an answer from the ATO you can [POLL] to see how your submission is going Version Page 7 of 9

8 ATO Answer [Re-Submit] button [Re-submit] will resubmit your file to the ATO but note that every time you hit the [Re-submit] button in Spider to upload to the ATO you will have to pay.25 cents per person for it to be transferred to the ATO site. (Which will be billed out every month from PCSchool). Don t be impatient and wait for the ATO to respond by [POLL]ing instead. As this is new the ATO site could take a while to respond in our testing we waited over 10 minutes to get an answer from the ATO so it could be 24 hours! Success message Once you have a [success message] you can log on to your My Gov personal site and see the details already loaded or go to your ATO Business AusKey (if you have one) and see the details there. Version Page 8 of 9

9 ERROR MESSAGES (you could receive): Message Failed Technical Issues Version Page 9 of 9