• Company Name
• ABN
• ABN Branch (if you have one) what is this?
• Street Address
• Suburb/Town/City
• State
• Postcode
• Name (of contact person)
• Phone (of contact person)

You can access this information in AccountRight via Payroll > Payroll Reporting > Company Information.

Employees paid in the current and previous payroll year (including terminated employees) are included in the payroll check. Inactive employees are not checked.

Here is the information that's required in your employee cards (accessed via Card File > Cards List > Employee tab > click an employee).

On the Profile tab:

• Last Name
• First Name
• Address
• Suburb/City
• State (you need to select a state from the list and not type it. If you have additional addresses (Address 2, etc.) ensure complete details are entered here too)
• Postcode

On the Payroll Details tab > Personal Details section:

• Date of Birth
• Start Date
• Employment Basis

On the Payroll Details tab > Taxes section:

• Tax File Number

• Income Type
  

  UI Text Box
  size medium type note
  Do you employ working holiday makers? If you choose Working holiday maker as the Income Type, you'll also need to choose the worker's Country of origin. Also check that the correct Tax Table is assigned to working holiday makers based on your business's working holiday maker registration status.

Wage, deduction, and superannuation payroll categories used in the current and previous payroll year are included in the check. You can access your payroll categories in AccountRight via Payroll > Payroll Categories.

Each of these must have an ATO reporting category assigned. By default, this is set to To be assigned, so you know what payroll categories still need assigning.

How to assign ATO reporting categories