Add client/business details

Whether you had signed up as a Business Owner or as a payroll service provider, you will first need to create a client record. 

  • For a Business Owner this will be your business details for which your wish to submit payrun data to the ATO. 
  • For a payroll service provider/tax/BAS agent, this will be your client. 

Video tutorial

 

 

If you did not like the video or need more step-by-step instructions, then continue reading. 

1. Select Client from the menu

2. On Clients page, click on Add New 

3. Enter personal and address details

4. Enter business details (ignore entity type). Just enter ABN and branch code. If you dont know your branch code, just enter 1. 

5. Click on Create to complete.