ATO Settings

A tutorial video is available to show you how to configure “ATO Settings”: https://youtu.be/xf6ge1jSNrU

ATO Supplier Settings can be accessed and updated by clicking on the Payroll Settings tab of your payroll dashboard, then click on ATO Supplier Settings under the Business Settings heading.

ATO Supplier Settings

These details are used to populate the supplier information when generating reports to be submitted to the ATO.

The first setting requires you to select the applicable scenario of the business. That is, who will be submitting reports to the ATO on behalf of this business. The three options available are:

  • 1. The Employer

This option should be selected if no external TAX/BAS Agent will be lodging submissions to the ATO on the business’s behalf and there is only one employing entity set up in the business.

If you have selected “As the Employer”, you will be required to complete the following information:

  • ABN
  • Branch Number (optional)
  • Name
  • Address Line 1
  • Address Line 2 (optional)
  • Suburb
  • Contact Name
  • Signatory Name (only required to be completed if you want the name on the payment summaries to be different to that entered in the ‘Contact Name’ field above)
  • Phone Number
  • Fax Number (optional)
  • Is this employer exempt from FBT under section 57A of the FBTAA 1986? (If you select Yes here, a dropdown list will appear and you will need to select what exemption the business falls under. This setting is crucial as it will be used in determining what FBT amounts are exempt and taxable when submitting pay data to the ATO.)
  • 2. A Registered TAX/BAS Agent

This option should be selected if an external TAX/BAS Agent will be lodging submissions to the ATO on the business’s behalf, even if there is one or more employing entity set up in the business.

*The ATO have reported that users lodging STP reports on behalf of clients are considered to be providing a payroll service and will therefore need to be registered as an agent with the “Tax Practitioner Board (TPB)”: https://www.tpb.gov.au/registration

*For further information, visit “Registered agents providing a payroll service”: https://www.ato.gov.au/business/single-touch-payroll/registered-agents-providing-a-payroll-service/

This setting is broken up in 2 sections: (a) the TAX/BAS Agent details and (b) the Business details. The business details fields required to be completed are identical to the As the Employer details above.

The additional details required to be completed pertain specifically to the TAX/BAS Agent themselves and are as follows:

  • Tax Agent Number
  • ABN
  • Contact Name
  • Phone Number
  • Contact Email

All the TAX/BAS Agent fields are compulsory. You will not be able to save the ATO Supplier Settings without completing all the fields.

  • 3. An intermediary for multiple employing entities

This option should be selected if the employer is lodging all ATO submissions and there is more than one employing entity set up in the business.

This setting is broken up in 2 sections: (a) the Intermediary details and (b) the Business details. The business details fields required to be completed are identical to the “As the Employer” details above.

The additional details required to be completed pertain specifically to the Intermediary themselves and are as follows:

  • ABN
  • Contact Name
  • Phone Number
  • Contact Email

You can choose one of the employing entities to act as the Intermediary or another entity of the business. All the Intermediary fields are compulsory. You will not be able to save the ATO Supplier Settings without completing all the fields.

Copy Business Details

A handy feature in this screen is the ability to Copy from Business Settings. If you click this button (to the right of the “save” button, it will populate the Business fields from the information entered in the Details (Payroll Settings > Details) screen. This function can be used regardless of what ATO setting chosen.

Next step: Enable Electronic Lodgement & Single Touch Payroll.