How you can switch to Payroller from a different payroll software provider (Xero, MYOB, Reckon, etc.)
Learn how to move from a different payroll software provider to Payroller with these simple steps below.
Please note that if you have submitted STP in your previous payroll software for the current financial year, you will need to remove these figures from your previous software and from the ATO. You can then enter the YTD figures from your previous software in the opening balances section in Payroller. This will prevent any figures from doubling up when you begin using Payroller.
Step 1: Sign up for Payroller
You’ll need to sign up for Payroller if you haven’t yet done so.
We have a number of tutorials to help you through this process, including:
How to subscribe to Payroller to access all of our features on both web and mobile app
Step 2: Set your Opening Balances
If you’ve already reported some of your pay runs on your previous payroll software, you’ll need to make sure to remove these figures from the previous software and add these totals to your Opening Balances on Payroller.
If you don’t add your YTD values, at the end of the financial year, your values will be incorrect.
To do this, go to ‘People’ and click on the relevant employee.
The next step is to click Edit and go to the ‘Opening Balances’ heading.
Here you can set the leave balances as well as the YTD values as of the day you decided to switch to Payroller indicated by the ‘As at’ date.
You’ll need to include YTD values for gross earnings, tax, and super.
We have a full tutorial on how to do this here.
Step 3: Register your new Payroller software ID with the ATO
Just as you did when you nominated your software ID from your previous payroll software, you will need to register your new Software ID from Payroller with the ATO.
You have the choice to either call the ATO and inform them of the change while giving them the new software ID or you can nominate the new one on Access Manager. Learn how to register Payroller as your STP software with the ATO with our simple user guide.
The software ID can be found under Settings in STP Settings.
Discover more tutorials & get the most out of using Payroller
Find more tips on how to get the most out of Payroller with our Quick Overview guides.