Learn how to transfer STP Software from previous software to Payroller

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

• Migrate STP report – Replacing Key identifiers

---

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 new feature called ‘Migrate STP Report,’ also known as the ‘Replacing Key Identifiers’ feature. This tells the ATO that you’re switching from your previous software’s key identifiers to Payroller’s key identifiers. This feature lets you update the ATO with the latest Year-to-Date (YTD) payroll amounts directly from 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.

If you have not started reporting STP via Payroller there are three parts to getting started

• Part 1: Adding opening balances for your employees

• Part 2: Create a 0 Pay run

• Part 3: Migrate and finalise STP

---

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.

Step 5: Enter the Previous Payroll ID for all the employees reported on your previous software and click ‘Save’.

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’.

Learn more about our useful features and functions in Payroller with our other handy guides:

Setting up 2FA on a new mobile phone device

Make an online tax file number (TFN) declaration

Finalise reporting for the financial year

Make quarterly pay runs

Set employees up on different pay periods

Approve leave requests made by employees in the Payroller Employee mobile app

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.

With a Payroller subscription, you can access full Payroller features across both web app and mobile app. Learn more with our Subscription FAQs.