If a Tax Agent or Business Intermediary is responsible for running and reporting Payroll on-behalf of your organisation, you will need to setup an Intermediary record, so that the person(s) may select the correct Intermediary and make the appropriate Declaration when preparing a STP Pay Event.
Login as Payroll Administrator - Unlocked or similar role
Use the Global Search, to search for the string payroll company intermediary
From the results, click New Payroll Company Intermediary
Complete all relevant fields:
Name - The full Company Name of the Intermediary
ABN - The ABN of the Intermediary
Registered Agent Number - the Intermediary's RAN, if issued by the ATO
Tax Agent Number - the Intermediary's TAN, if issued by the ATO
Contact Name - Name of the person representing the Intermediary. The ATO should contact regarding any Payroll enquiries
Contact Email - Email address of the person entered above
Contact Phone - Phone number of the person entered above (only digits and spaces are allowed). Examples:
Land-line: 02 9111 1111
Mobile: 0411 111 111
International: 0061 02 9111 1111
Employee - the Employee/User record the Intermediary logs in and uses with NetSuite
Intermediary Key - Select Infinet Cloud Managed Key. If this is not available then you must run the STP Branch Setup Assistant first.
Role - Select one of the following:
Registered Agent - if the ATO has issued a RAN or TAN and you've entered them in the appropriate fields then select this option
Business Intermediary - select this if you do not have either a RAN or TAN
Business - do not select this. Businesses report directly and thus should not be setup as an Intermediary
Click the Save button
Reporting as an Intermediary
When creating any Pay Event (Submit initiated from a Pay Run, or an Update Pay Event), the person that process the Pay Run will need to identify themselves as an Intermediary. To do this:
Run the Pay Run to the appropriate final stage (select Send Update Pay Event).
Select Intermediary under Declaration > Declare As
Select the correct Organisation from Intermediary dropdown
Read the Declaration text and mark the Acceptance Checkbox