Learn how to transfer STP software from previous software to Payroller with these simple steps.
If you have been reporting Single touch payroll (STP) with another software and would like to start using Payroller you have two options.
Zero out method
For the zero-out method, you will need to remove the figures reported from your previous software to the ATO before you report through Payroller. Please contact your previous software for steps on how to do this.
If you do not complete this you may create duplicate reports for your employees.
If you however are unable to zero out your STP figures from your previous software you can either contact the ATO or you can use Payroller’s Migrate STP report feature.
Migrate STP report - Replacing key identifiers
Payroller now has a ‘Migrate STP Report’ feature that allows you to transfer Year-to-Date (YTD) values from a previous software onto Payroller.
Before you begin, you will need to have your previous BMS ID and your employees' previous payroll ID. You can get this from your previous software provider or through the ATO.
Please note that Key identifiers such as ABN and branch number must be the same as your previous software.
If you have not started reporting STP via Payroller there are three parts to getting started
Part 1: Adding in opening balance for employees
Step 1: Select ‘People’.
Step 2: Select the settings wheel of your employee.
Step 3: Select the ‘Opening balances’ tab.
Step 4: Select the date to set the opening balances to show as at the specified date.
Step 5: Enter the YTD figures from your previous software into the opening balances for each section as required.
Step 6: Once you are happy with the figures, scroll down, select ‘Save’ and select ‘Close’.
Part 2: Create a 0 pay run
Step 1: Select ‘Payroll & STP’.
Step 2: Select ‘+New Pay Run’.
Step 3: Make sure that the date is within the financial year you wish to migrate your employees and select ‘Let’s Start!’.
Step 4: Zero out the figures for all your employees and pay runs and select ‘Next’.
Step 5: Select ‘Save’.
Step 6: Select ‘Close’.
Part 3: Migrate and finalise STP
Step 1: Select ‘Finalise STP’.
Step 2: Select the financial year you are migrating the YTD for.
Step 3: Select ‘Migrate STP Report’.
Step 4: Check that the ABN and Branch number match the details in your previous software and enter your Previous BMS ID.
The Previous BMS ID can be found by contacting your previous STP software provider.
Step 5: Enter the Previous Payroll ID for all the employees reported on your previous software and click ‘Save’.
The Previous Payroll ID can be found by contacting your previous STP software provider.
Part 6: Select ‘View & Adjust’.
Part 7: Make sure that the YTD value is the correct value you wish to report to the ATO. You can make any adjustments by adding figures in the ‘Adjustments’ field.
Part 8: Select ‘Done’.
Part 9: ‘View & Adjust’ for the rest of your employees and select ‘Finalise STP’.
Part 10: Enter the Signatory Name and select ‘Submit STP’.
If you have already started reporting STP via Payroller, you can skip the first two parts and simply go to ‘Finalise STP’ and select ‘Migrate STP Report’.
Please note that you can finalise STP multiple times should you make a mistake.
Learn more about our useful features and functions in Payroller with our other handy guides:
Discover more tutorials for using Payroller
Learn more about useful features and functions in Payroller with our simple user guides.
Try Payroller for free and get started setting up employees for STP and payroll.
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