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Reports

Single Touch Payroll
  1. Manually entry - STP
    Login to GovReports account. This is a Business account. In case of Tax or BAS Agent account, Client is used synonymously instead of Business.



    From the menubar on the left, click on "My Business"."My Clients" in case of Agent's account.



    Select a business or client where employee information is to be added.



    On the business or client screen, click on "Forms" on the top right corner.



    From the list of forms in the tab "ATO", click on "Select" next to "STP Payroll Events".



    In the "Reporting Info" section, enter From date, To date and Date of Payment.



    In the "Employees" section, click on "Manual Entry" button or click on "Add Employee" button.



    The "Add Employee" screen appears.



    Enter the TFN, First Name, Family Name, Address details, etc. Remember that the fields in red are mandatory.



    In case, if you are not sure of the purpose of a particular field, you hover on the question mark next to the field name. This acts as a tool tip.



    The Payroll From and To Date will be prefilled based on STP Payroll Events form.



    Based on the income type, enter the related income fields.



    For example, Click on the checkbox next to "Individual Non-business payment summary year to date". The related columns open. Enter the Gross payments and Individual non-business total tax withheld.



    If the particular employee has any termination payment, it can be put in "Termination payment summary year to date". Click on "Add" button, select an option from the list, enter the date and other fields.



    If the employee has any lump sum payment, it can be entered in "Lump sum payments year to date" section. Enter the relevant fields.



    If the employees have any allowances or deductions, it can be entered in "Allowances" and "Deductions" section respectively. Click on "Add" button, select the type of allowances or deductions from the drop-down list and enter the appropriate amount.



    Click on the checkbox next to "Super entitlement year to date". Enter the value in the field, Super guarantee amount.



    The onboarding section can be used to enter onboarding information of an employee like "Resident status", "Employment Type" and any other declarations of that employee with date.



    In the "Reporting Info" section, enter the amount in Total gross payments and Total PAYGW amount. Incase of multiple employees entered, the sum of gross payments and the sum of PAYGW amount of all the employees is added and entered in the appropriate fields. This amount represents the figures for the selected period.



    Make a declaration and click on "Save" button in the end.



    After the payroll details are saved, click on "Errors" on the top right corner.



    If there are no errors, click on "Validate" and Submit. Remember that you can only lodge forms that are in "Valid" status.



    The validated payroll information will be under "Saved Reports" and redirected to "Saved Reports" screen automatically. You can see the column status shows "Valid".



    Click on the checkbox next to this report and click on "Lodge Selected" button.



    Confirm to lodge the report.



    The lodgment request will be in queue. After some time, it can be found in "History" under "My Lodgments".



    You can click on that lodgment and view the receipt.






  2. Update Event

    From the lodgment history, select the lodged receipt.



    From the receipt screen, click on "More options" and click on "Update Event".



    An update event is used to report changes to already lodged reports to the ATO.



    Click Yes to confirm.



    The Reporting Info fields will be pre-filled.



    In the Employees section, locate an employee entry, under the field Actions, click on Edit.



    The change for this particular employee is that "Allowances" amount has not been added in the previous lodgment.



    The "Edit Employee" screen appears.



    Click on the checkbox next to "Allowances". The fields related to Allowances pop-up.



    Click on "Add" button to add allowance.



    From the drop-down list, select the appropriate allowance and enter the allowance amount.



    Click on "Save changes".



    The payroll information is updated and hence the checkbox next to Update Event will be automatically checked.



    Make a declaration and Save the payroll information.



    Check for errors. If there are no errors, click on "Validate" radio button under "Save and Lodge" section and click on "Submit". Remember that you can only lodge forms that are in "Valid" status.





    This is now redirected to "Saved Reports" screen. Please note that the Amendment column has "Yes". This means it is an "Update Event". You can see the column status shows "Valid".



    Click on the checkbox next to the report and click on "Lodge Selected".



    Confirm the lodgment. The lodgment request will be in queue and after sometime, it can be found in "History" under "My Lodgments".





    Click on the lodgment to view the receipt. You can note that the receipt says it is an update event along with the date and time of lodgment.




  3. Import from CSV file

    Login to GovReports account. This is a Business account. In case of Tax or BAS Agent account, Client is used synonymously instead of Business.



    From the menubar on the left, click on "My Business". "My Clients" in case of Agent's account.



    Select a business/client where employee information is to be added.



    On the business/client screen, click on "Forms" on the top right corner.



    From the list of forms in the tab "ATO", click on "Select" next to "STP Payroll Events".



    In the "Reporting Info" section, enter From date, To date and the Date of Payment.



    In the "Employees" section, click on Import-> CSV file.



    The Import Employees screen appears. Click on the "Sample file".



    The Sample CSV file has employee entries. The employees entries to be imported as CSV file must be in the this format.



    You can view the the Import Specification document. This gives the field names, the data type, whether it is mandatory and its description. An overview of the fields helps to determine the importance of each field.



    Click on "Drag and drop your file (or) click here to browse".



    Select the CSV to be imported. Make sure that the Year To Date values of gross pay, tax withheld and Super Liablility amount is entered for all the employee entries in the CSV file. Please note that Year to Date values must be entered for all the applicable fields in the CSV file.



    The CSV file will be uploaded. Click on "Next".



    Review the fields and the mapping. Click on "Import".



    You can view the Summary which tells the total records, of which 2 are successful and there no failure records. You can click on "view log details" to view additional information in case if there are failure records. Click on "Finish".



    Make a declaration and click on "Save".



    After the payroll details are saved, click on "Errors" on the top right corner.



    If there are no errors, click on "Validate" and Submit. Remember that you can only lodge forms that are in "Valid" status.



    The validated payroll information will be under "Saved Reports" and redirected to "Saved Reports" screen automatically. You can see the column, "Status" shows "Valid".



    Click on the checkbox next to this report and click on "Lodge Selected" button.



    Confirm to lodge the report.



    The lodgment request will be in queue. After some time, it can be found in "History" under "My Lodgments".



    You can click on that lodgment and view the receipt.



  4. Import from Reckon

    Login to GovReports account. This is a Business account. In case of Tax or BAS Agent account, Client is used synonymously instead of Business.



    From the menubar on the left, click on "My Business". "My Clients" in case of Agent's account.



    Select a business/client where employee information is to be added.



    On the business/client screen, click on "Forms" on the top right corner.



    From the list of forms in the tab "ATO", click on "Select" next to "STP Payroll Events" .



    In the "Reporting Info" section, enter From date, To date and Date of Payment.



    In the "Employees" section, click on Import-> Reckon file.



    Make sure that The payer ABN in the Reckon file must match the ABN of the Employer given above.

    Click on "Drag and drop your file (or) click here to browse".



    Select the Reckon file to be imported. Make sure that the gross pay, tax withheld and one among Super Liablility or Ordinary Time Earnings amount is present in all the entries. Allowances and Deductions are optional. Click on "Import".



    If there are more than 250 records, the file will be split to 250 records interval. Click on "Ok".



    You can view the Summary which tells the total records, of which 544 are successful and there no failure records. You can click on "view log details" to view additional information in case if there are failure records. Click on "Finish".



    You will be redirected to "Saved Reports". Click on that report. The report is in draft status. It must be validated before lodgment. On the top right corner, click on "Edit" button.



    The "STP-Payroll Events" screen appears.The Date of Payment, Total Gross Payments and Total PAYGW Amount will be prefilled based on the imported data.



    Make a declaration and click on "Save".



    After the payroll details are saved, click on "Errors" on the top right corner.



    If there are no errors, click on "Validate" and Submit. Remember that you can only lodge forms that are in "Valid" status.



    The validated payroll information will be under "Saved Reports" and redirected to "Saved Reports" screen automatically. You can see the column, "Status" shows "Valid".



    Click on the checkbox next to this report and click on "Lodge Selected" button.



    Confirm to lodge the report.



    The lodgment request will be in queue. After some time, it can be found in "History" under "My Lodgments".



    You can click on that lodgment and view the receipt.



  5. Import from Chris 21

    Login to GovReports account. This is a Business account. In case of Tax or BAS Agent account, Client is used synonymously instead of Business.



    From the menubar on the left, click on "My Business". "My Clients" in case of Agent's account.



    Select a business/client where employee information is to be added.



    On the business/client screen, click on "Forms" on the top right corner.



    From the list of forms in the tab "ATO", click on "Select" next to "STP Payroll Events".



    In the "Reporting Info" section, enter From date, To date and Date of Payment.



    In the "Employees" section, click on Import -> Chris21 file.



    Make sure that The payer ABN in the Chris21 STP file must match the ABN of the Employer given above.

    Click on "Drag and drop your file (or) click here to browse".



    Select the Chris21 STP file to be imported. Make sure that the gross pay, tax withheld and one among Super Liablility or Ordinary Time Earnings amount is present in all the entries. Allowances and Deductions are optional. Click on "Import".



    You can view the Summary which tells the total records, of which 1 is successful and there no failure records. You can click on "view log details" to view additional information in case if there are failure records. Click on "Finish".



    In the "STP-Payroll Events" screen,the Date of Payment, Total Gross Payments and Total PAYGW Amount will be prefilled based on the imported data.



    Make a declaration and click on "Save".



    After the payroll details are saved, click on "Errors" on the top right corner.





    If there are no errors, click on "Validate" and Submit. Remember that you can only lodge forms that are in "Valid" status.



    The validated payroll information will be under "Saved Reports" and redirected to "Saved Reports" screen automatically. You can see the column, "Status" shows "Valid".



    Click on the checkbox next to this report and click on "Lodge Selected" button.



    Confirm to lodge the report.



    The lodgment request will be in queue. After some time, it can be found in "History" under "My Lodgments".



    You can click on that lodgment and view the receipt.



  6. Checking for errors in Manual Entry

    Checking the errors before validating STP Reports is very important. This is done after you either manually add employee details or importing the employee details. In this case, Let's add an employee using Manual entry.

    Login to GovReports account. This is a Business account. In case of Tax or BAS Agent account, Client is used synonymously instead of Business.



    From the menu bar on the left, click on "My Business"."My Clients" in case of Agent's account.



    Select a business/client where employee information is to be added.



    On the business/client screen, click on "Forms" on the top right corner.



    From the list of forms in the tab "ATO", click on "Select" next to "STP Payroll Events".



    In the "Reporting Info" section, enter From date, To date.



    In the Employees section, click on "Manual entry".



    The Add Employee form appears. The details like TFN, Name, Address are entered. Remember, that the fields marked in red are mandatory.



    The Period from and to date will be prefilled from the STP-Payroll Events forms.



    The Gross payments and Tax withheld is entered. Click on "Save".



    The employee entry is visible now in the Employees section.



    Click on "Add employee" to add another employee.



    In the "Add Employee" form, TFN, Name are entered.

    The Period from and to date will be prefilled from the STP-Payroll Events forms.



    The gross payment, tax withheld and Super entitlement amount fields are entered.



    Click on "Save".



    The details cannot be saved as a prompt appears on the top of the screen saying that the address fields are not entered. Hence, make sure to enter values in the mandatory fields.



    After entering, click on Save.

    The second employee is also added.



    Make a declaration and click on "Save". The details will be saved.



    Click on "Errors" button to check the errors.



    There are 3 errors. The Total PAYGW amount and Total Gross payment fields must be entered.



    After entering the respective fields, Click on Save.



    Check for errors. There is an error.



    The error says that for Employee ID 103, one among Super entitlement amount must be entered.

    Click on the Employee entry 103 and under Actions column, click on "Edit".



    The Edit employee screen appears. Go to Super entitlement section and add the Super entitlement amount. Click on "Save changes".



    The employee details will be saved.



    Click on "Errors" button.

    All the errors have been cleared and now the form can be validated.



    Click on "Validate" radio button and click on "Submit".



    The report will be validated and it will be under "Saved Reports".



    This report can be lodged.



  7. Checking for errors in Reckon, Chris21 and CSV STP files

    Let's see how to rectify errors when either a Reckon or a Chris21 STP or CSV file is imported.
    Always remember to match the ABN of the File to the ABN present in the Employer section in STP Payroll Events form.
    Let's see a scenario where the ABN does not match and how to rectify it.

    Login to GovReports account. This is a Business account. In case of Tax or BAS Agent account, Client is used synonymously instead of Business.



    From the menu bar on the left, click on "My Business". "My Clients" in case of Agent's account.



    Select a business/client where employee information is to be added.



    On the business/client screen, click on "Forms" on the top right corner.



    From the list of forms in the tab "ATO", click on "Select" next to "STP Payroll Events".



    Import the Reckon File by clicking on "Import->Reckon file" under Employees section.



    Drop the file.



    Click on "Import". There is an error message which says that the ABN in the Reckon file must match the ABN of the business.



    This error message prevents you from importing payroll information that does not match the employer ABN, thus making the process systematic and error-free for lodgments.

    Open the Reckon file. You can see the ABN information in the Reckon file. Before importing Reckon file, you can check the ABN.



    Next, let's see the scenario of importing Chris21 STP file and the possible errors.



    Import the Chris21 STP File by clicking on "Import->Chris21 STP File" under Employees section.



    Click on "Import". There is an error message which says that the ABN in the Chris21 STP file must match the ABN of the business".



    If you get this message, the selected Chris21 STP file can not be imported but a different file matching the ABN can be imported.

    Select the appropriate Chris21 STP file and import.



    The last scenario is when we get errors in importing CSV File.

    Click on "Import->CSV File" under Employees section.



    Drop the file. Click on "Next".



    The Import Employees screen appears. Check the mapping fields and click on "Import".



    You get a summary to Total Records of which you can see Success Records and Failure Records.



    You can view the log. The error details will be given. It says that the Payroll Start Date and End Date should be within the reporting period.



    Open the CSV file and check for the Payroll Start and End date.



    Enter the same date range in the "Reporting Info" section in STP Payroll Events Form.



    Enter the correct date range as mentioned in CSV file and click on "Import CSV file".



    Now, the total records has been imported successfully.



    Make a declaration, click on Save.



    Click on Errors button.

    There are 3 errors stating that the Total PAYGW Amount, Total Gross Payments and Super Liability Amount must be supplied.



    You can clearly see from the employee entries that the Gross Amount, Tax Withheld, etc has not been entered.

    Open the CSV file and edit the fields in the appropriate CSV file by making sure the Gross Pay, PAYGW amount and Super Liability Amount are entered.


    Hence, the errors in importing Reckon, Chris 21 and CSV file can be rectified.



  8. Rollover

    Rollover option is available for repeat on each pay cycle. You need not enter the employee basic information everytime when the pay is run. You can make use of "Rollover" option in GovReports and can enter the appropriate periodic salary figures for the employee. Let's see an example of how rollover can be used.

    Login to GovReports account. This is a Business account. In case of Tax or BAS Agent account, Client is used synonymously instead of Business.



    From the menu bar on the left, click on "My Business". "My Clients" in case of Agent's account.



    Select a business/client where employee information is to be added.



    On the business/client screen, click on "Forms" on the top right corner.



    From the list of forms in the tab "ATO", click on "Select" next to "STP Payroll Events".



    In the "Reporting Info" section, enter From date, To date and Date of Payment.



    In the "Employees" section, click on Rollover button.



    The rollover window opens, from the list of lodged reports, select the report to "Rollover". From each report, you can see the number of employees involved in that particular report.



    Select the required report to rollover and click on "Submit".



    In the Employees section, you can see those employee records being rolled over to the current reporting period.



    From the Actions column, on each employee entry, click on "Edit".



    The Employee basic details like TFN, Payroll Id, Name, Address details are prefilled.



    The Period from and to date has been taken from STP Payroll Events form.

    The gross salary, tax withheld and Super entitlement amount are entered.



    The same steps are repeated for the next employee.



    Make a declaration.

    Click on "Save".



    Click on the Errors button on the top.



    If there are no errors, click on "Validate" radio button in the "Save and Lodge" section and click on "Submit".





    The validated payroll information will be under "Saved Reports" and redirected to "Saved Reports" screen automatically. You can see the column status shows "Valid".



    Click on the checkbox next to this report and click on "Lodge Selected" button.



    Confirm to lodge the report.



    The lodgment request will be in queue. After some time, it can be found in "History" under "My Lodgments".





    You can click on that lodgment and view the receipt.



    There is another way to rollover the lodged report and use it for periodic pay events.

    From the receipt screen, you can click on "More options" button. You can see "Rollover" option there.



    The steps are similar to using "rollover" option in STP Payroll Events form.





  9. End of Financial Year (EOFY) Payroll events
    1. Under changed STP environment, employers need not issue PAYG payment summary to employees and, they are not obligated to report payment summary annual report to ATO.
    2. To be exempt from issuing these payment summaries to your employees, you will need to make a Final Event Indicator along with an update event. This declares you have provided all required payroll information for the financial year through your STP reporting.
    3. You make a finalisation declaration by providing a final event indicator for an employee (including directors, contractors, etc.) as part of your STP reporting.
    4. You can make a Final Event Indicator for an employee any time during the financial year (for example, for employees who have ceased employment in the middle of the financial year), or after the end of the financial year up to 14 July.
    5. Finalizing payroll events is important for End of Financial year accounts reconciliation. After Final event indicator, you must also update the payroll events. To finalise payroll events, login to GovReports.

    6. From the menubar on the left, Click on "My Business". Select the Business name from the available list.

      Click on the "Forms" button on the top right corner. From the list of forms, select on "STP-Payroll Events".

      Click on Rollover button under "Employees" section.

    7. The rollover window appears. Click on the radio button of the latest pay event and click on Submit.

    8. Check the box of the employee entry or entries in case of multiple employees. Click on Final Event Indicator. Confirm that this is a final pay and click on Update.

    9. In the employee entry, under "Action" column, click on those three dots. A drop down menu appears. Click on "Edit".

      Enter the gross payment, PAYG amount, allowance; if any and super entitlement amount.

      Click on "Save Changes". You can see the employee entry.

      Make a declaration.
      Under "Save and Lodge" section, check the box next to Update event and click on "Submit".

      Your update event along with final event indicator is validated and ready for lodgment.

      Check the box and click on "Lodge Selected" button on top.

    10. After few minutes, the lodgment made can be found in History.

      Click on that lodgment and you can view the receipt.

      Even if you are not in STP reporting, the End of Financial Year can be made through STP for this Financial Year. You can join the STP bandwagon and need not submit PAYG summary and Payment Summary Annual Report.



  10. Manage subscription
    1. Login to your GovReports Account.

    2. Click on "Settings", the gear icon on the top right corner.

    3. Click on "My Subscription" from the list of options.

    4. "My Subscription" window appears. Click on "Subscription details" link.

    5. The current subscription is "On Demand" package. The details regarding the start date, end date and next billing data can be seen.
    6. Click on "Add more" button to view other packages available.

    7. You can see "Savvy Employer" package with the price for annual subscription and the features.
    8. You can click on "Subscribe" if you wish to change your subscription type from "On Demand" to "Savvy Employer".

    9. If you need additional user licence for the second user and so on, you can mention the number of licenses you need and make a payment.

    10. Payment can be made using:
      i. Credit card – Use credit card for your payment. You can also save a card in your account to use it for subsequent purchases easily
      ii. Pay by invoice – Direct deposit via billing
      iii. Promotional Code – Enter promotional code (if you have any) and can utilize discounts for your purchase.
    11. Similarly you can subscribe for an IAM STP or IAM Business account and make a payment.
    12. In the "Subscription Details" window, there is an option for "Top-Up" in credit usage section.

    13. Click on "Top-Up" to add credits. Top-up credits option is only available for "On-Demand" subscription package. Ensure the billing name and billing address. Add the credit amount and make a payment.

    14. If you are not sure how much credit you need, you can make use of the option called "Credit calculator".

    15. You can utilize your available credits and can purchase module.
    16. For example, if you need "5 Activity Statements", "1 company tax return", "10 STP Payroll Events" and "10 TFN Declaration" the credit is calculated, and hence appropriately you can purchase credits.

    17. Top-up credits option can also be done from the left side menu "Top-up credits".

    18. In "My subscription" window, you can also add "Additional user license" directly by clicking on "Add" button in "User License" section.

    19. From the menu bar on the left, you can click on "GovReports Store" menu to add "Savvy Employer" package or "IAM-STP", "IAM-Business" packages.