Learn how you can give your Accountant, Bookkeeper, or Tax agent access to your payroll in Payroller with our simple guide below.
If you are having trouble inviting your agent, check out our troubleshooting guide below.
If you're an employer using Payroller, you might want to give your accountant/bookkeeper/ tax agent access to your payroll.
There are two ways to invite your agent:
Please note you will only be able to connect your Payroller account with one accountant at a time. If you are changing accountants please make sure to unlink your agent and invite another.
Inviting an agent is only available on payroller.com.au please log in to the payroller website to invite your agent. Inviting an agent is currently not available on the Payroller mobile app.
Invite via the ‘Invite Accountant’ button
Step 1: Click your company profile in the lower left-hand corner of the screen.
Step 2: Select ‘Invite Accountant’.
Step 3: Enter the email address where the invitation link should be sent.
Step 4: Click on ‘Send’.
Your accountant, bookkeeper, or tax agent will receive an email containing a link that they can click to access your payroll data.
Your accountant, bookkeeper, or tax agent will need to accept this invitation within 7 days. If the link has expired, simply follow the same steps to resend it.
If they do not receive the email, ask them to check their spam or junk folder. If it still cannot be found, contact us at hello@payroller.com.au or via the support chat for assistance.
Invite via Organisation settings
Step 1: Click your company profile in the lower left-hand corner of the screen.
Step 2: Select ‘Settings’.
Step 3: Click ‘Linked Agent’.
Step 4: Enter your agent’s email address and select ‘Send invitation’.
Step 6: Click ‘Invite’ to send the invitation link to your agent.
Your agent should have received the invitation to connect. They must accept it and either log in with their existing account or register for a new Payroller account if they don’t have one.
Your accountant/bookkeeper/tax agent will need to accept this invitation within a certain time frame. If the link has expired by the time they click on it, just follow the same steps as before to resend it.
If your accountant/bookkeeper/tax agent doesn't receive this email, ask them to check their spam or junk folder. If it still can't be found, reach out to us at hello@payroller.com.au or the support chat for assistance.
Having trouble inviting your agent to connect?
If you cannot see the invite accountant button this could be due to one of three reasons
Screen resolution
To troubleshoot the first case, zoom out of the screen by selecting ctrl - on PC OR command - on Mac. If you have done so and you cannot see the invite accountant on the left side then follow the next step.
Already connected agent
To review the second case, go to settings > Organisation settings > Linked agent and check to see if you have an agent connected. If you already have an agent connected and you would like to change the agent connected
Accidentally changed the client account to an agent account
If you don't have these options available and your screen looks like the following you may have accidentally changed your account to an agent account you can change this back by following this guide.
Discover more tutorials & get the most out of using Payroller
Get started with making a pay run by adding an employee with our simple guides.
Try out Payroller for free. Access full Payroller features in web and mobile app with a Payroller subscription. Read our Subscription FAQs.