Table of Contents

Lodging data to ATO as an advisor

Overview

You can authorise for your tax agent or advisor to submit pay run data or YTD data to the ATO on your behalf.

Learn more about tax agent authorisation here.

For information on how an to setup your tax agent, see Setting up a tax agent.


Submit as agent

  1. Go to Pay runs and for a pay run with a status of Paid, select the 3 dots (ellipsis) and select Submit to ATO
  2. Alternatively you can select the pay run to go into the pay run details page and select Submit to ATO
  3. The Submit to ATO drawer is displayed and the default declaration is to Submit as agent.
  4. The Name of user authorising tax agent submission and the Registered tax agent’s name defaults to the name held in the Single touch payroll screen under Settings. Check that the your name is in the Registered tax agent’s name, and if not, override.
The date will default to today's date when submitting within the current financial year. If in a prior year it will default to the 30th June
  1. Tick the declaration
  2. Select Submit to ATO
  3. The status will update to Done and a modal window will display advising that the pay run has been submitted. You can follow up on the status of your submission in the STP screen under Compliance.

Submit as business owner

Although you may have your tax agent details setup under Settings, there may be times where you, as the business owner, need to submit your pay run data to the ATO.

  1. In the Submit to ATO drawer, select Submit as business. The declaration will change to be relevant to the business owner
  2. Enter your name in the Name field and tick the declaration
  3. Select Submit to ATO
  4. The status will update to Done and a modal window will display advising that the pay run has been submitted. You can follow up on the status of your submission in the STP screen under Compliance.

The above is also applicable when sending the pay run as an update event

Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/payrollapp

Or Log a Support Ticket: https://www.reckon.com/au/support/

How did we do?

Processing a termination pay

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