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How you can give your Accountant, Bookkeeper or Tax agent access to your company payroll in Payroller

Learn how you can give your Accountant, Bookkeeper, or Tax agent access to your payroll in Payroller with our simple guide below.

If you are having trouble inviting your agent, check out our troubleshooting guide below.

If you’re an employer using Payroller, you might want to give your accountant/bookkeeper/ tax agent access to your payroll.

There are two ways to invite your agent

  • Invite via the ‘Invite Accountant’ button

  • Invite via ‘Settings’

Please note that you will only be able to connect your Payroller account with one accountant at a time. If you are changing accountants please make sure to unlink your agent and invite another.


Invite via the ‘Invite Accountant’ button

 

Step 1: Click on the ‘Invite Accountant’ button.

Registering Your Account - Invite your Agent - 1

Step 2: Enter the email of your accountant/bookkeeper/tax agent

A pop-up will appear. Enter the email address of your Agent and press ‘Send Invitation’.

Registering Your Account - Invite your Agent - 2

Your accountant/bookkeeper/tax agent will be sent an email with a link for them to click on which will allow them to access your payroll data.

Your accountant/bookkeeper/tax agent will need to accept this invitation within a certain time frame. If the link has expired by the time they click on it, just follow the same steps as before to resend it.

If your accountant/bookkeeper/tax agent doesn’t receive this email, ask them to check their spam or junk folder. If it still can’t be found, reach out to us at hello@payroller.com.au or the support chat for assistance.

Registering Your Account - Invite your Agent - 3

Invite via Organisation settings

 

Step 1: Go to ‘Settings’.

Registering Your Account - Invite your Agent - 4

Step 2: Select ‘Organisation Settings’.

Registering Your Account - Invite your Agent - 5

Step 3: Select ‘Linked agent’.

Registering Your Account - Invite your Agent - 6

Step 4: Select ‘Link an agent’.

Registering Your Account - Invite your Agent - 7

Step 5: Enter your agent’s email address

Then, select ‘Send invitation’.

Registering Your Account - Invite your Agent - 8

Your agent should have now received the invitation to connect. They will need to accept the invitation and login if they have an account or register if they do not have a Payroller account.

Registering Your Account - Invite your Agent - 9

Your accountant/bookkeeper/tax agent will need to accept this invitation within a certain time frame. If the link has expired by the time they click on it, just follow the same steps as before to resend it.

If your accountant/bookkeeper/tax agent doesn’t receive this email, ask them to check their spam or junk folder. If it still can’t be found, reach out to us at hello@payroller.com.au or the support chat for assistance.


Having trouble inviting your agent to connect?

If you cannot see the invite accountant button this could be due to one of three reasons

  1. Your screen resolution may be preventing you from seeing the option

  2. You may have already connected your agent

  3. You may have changed your client account to an agent account.


Screen resolution

To troubleshoot the first case, zoom out of the screen by selecting ctrl – on PC OR command – on Mac. If you have done so and you cannot see the invite accountant on the left side then follow the next step.

Registering Your Account - Invite your Agent - 10

Already connected agent

To review the second case, go to settings > Organisation settings > Linked agent and check to see if you have an agent connected. If you already have an agent connected and you would like to change the agent connected

Registering Your Account - Invite your Agent - 11

Accidentally changed the client account to an agent account

If you don’t have these options available and your screen looks like the following you may have accidentally changed your account to an agent account you can change this back by following this guide.

Registering Your Account - Invite your Agent - 12

Discover more tutorials & get the most out of using Payroller

Discover more tutorials & get the most out of using Payroller

Get started with making a pay run by setting up employees with our user guides.

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