To transition from a payroll provider (BMS) to Attaché Payroll during the financial year, See the steps below.
📌Note: This article assumes that YTD figures have already been entered for the current financial year against your existing STP software provider, and those amounts need to be removed in order to display all YTD figures against a single STP software provider upon end of year finalisation. If no data has been entered for the current financial year against the existing STP software provider, there is no need to zero out existing YTD balances. The previous software provider is responsible for zeroing out any figures submitted to ATO from their software.
Migrating from another software provider to Attaché Payroll
Attaché will need to set up a new Attaché Online organisation for you, and provide access to a nominated person as the administrator of the online org.
For the full process of creating an Attaché Online organisation and setting it up, see: Setting up Attache online.
See also: Set up and using Single Touch Payroll.
The administrator will then log into the Attaché Online org, and obtain the new software ID from the Settings, Standard Business Reporting menu.
Remove the old software ID from ATO Access Manager, and replace with the Attaché Software ID. See: Set up Standard Business Reporting for Single Touch Payroll.
Process opening balance YTD figures (the total of the YTD figures in your previous Payroll Software) into Attaché for each employee as an Adjustment Pay.
For each employee adjustment pay, enter each pay element code and YTD value as a separate pay line and then process this as a normal pay. See: The Payroll Process Pays Workflow.
Adjust the total Tax value manually within the timesheet to be the correct taxable value as per the last pay in your previous payroll software.
When checking your pays, use the Pay Period Ending and Pay dates as at the last pay entered in your previous payroll software, and you would tick the option to check Adjustment Pays only. See the Payroll Process Pays Workflow link above.
Process the pay run. See the Payroll Process Pays Workflow link above.
Processing the pay run will create a single touch payroll batch as your previous software would have done, and this can then be submitted to the ATO. See: Single Touch Payroll individual batch screen.